Sara Grillo

AUGUST 26, 2024

I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets.

License 52

License Financial Advisor Certified Financial Planner CFP 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Ron is regularly featured on broadcast media platforms such as Fox Business and Bloomberg as a prominent expert advisor and commentator. Ron was also a guest on our founder Claire Akin’s podcast, The Marketing Podcast for Financial Advisors. She was also named one of Investopedia’s Top 100 Financial Advisors in 2022.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

Our scheduled meetups are here: April 12 th , 2023 May 10 th , 2023 June 14 th , 2023 July 12 th , 2023 August 9 th , 2023 September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Investing 52

Investing Investments CFP Financial Advisor 52

Sara Grillo

NOVEMBER 14, 2022

Macchia chimes in, saying he finds it ironic that the first module in the CFP program is risk management, which he interprets to be about insurance. And if you are seeking marketing advice… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Insurance 59

Insurance Retirement Financial Advisor License 59

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. That’s very much a top down view from what Howard Marks was setting up. So then you turn to your investors and you say, stop investing.

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Banking Investing Investments Clients 130

Indigo Marketing Agency

JANUARY 25, 2025

Aaron Klein Reason to Follow: Visionary in financial risk management software Aaron Klein, co-founder of Nitrogen , is a visionary in risk management software. His Risk Number system revolutionizes how advisors assess and manage risk, making him a key thought leader in advisor technology.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

NOVEMBER 28, 2023

And the media does a great job of letting me know what those stories are. Twitter and social media does a spectacular job. There’s, there’s a real strong energy to the narratives that is mirrored in, in decision making and action that reflects this unbridled, you know, disregard for any kind of risk management.

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Banking Media Economics Food 259