In addition, he is a co-founder of theXY Planning Network,AdvicePay,fpPathfinder, andNew Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of theFinancial Advisor Successpodcast, and the publisher ofthe popular financial planning industry blogNerd’s...
DAVID RAE, CFP®, is a Los Angeles and Palm Springs- LGBT retirement planning specialist with DRM Wealth Management,a regular contributor to the Advocate Magazine., Forbes.com, Huffington Post Queer Voices, and a gay financial planner proudly serving friends of the LGBT community for nearly two...
An opportunity for direct outreach:According to a 2020 eMoney Consumer Marketing Survey, almost60%of people agreed that they are open to direct outreach from a financial advisor on social media. 5. Host events to foster relationships. Most financial advisors fall short by focusing on the wrong l...
Learn More:Barron’s Magazine Review 9. Kiplinger Kiplingeris another great investment site known for its monthly personal finance magazine that offers investment recommendations and money management advice for every age, including millennials. An annual subscription to the magazine costs $29.95. Several ...
David G.W. Birch is an Author and advisor on digital financial services, recognised thought leader in digital identity, global keynote speaker and Forbes contributor.MORE Email ***@dgwbirch.com Twitter Followers 26.5K Since Sep 2010 Domain Authority 40 Read Now Get Email Contact 73. Faisal...
Now, it shouldn’t need stating, but I’m going to say it here anyway: No broker account or financial advisor can protect you against basic investment risk! The Canadian online broker can keep your information safe from being hacked, there are steps that can be taken to minimize vulnerabilit...
Now, it shouldn’t need stating, but I’m going to say it here anyway: No broker account or financial advisor can protect you against basic investment risk! The Canadian online broker can keep your information safe from being hacked, there are steps that can be taken to minimize vulnerabilit...
It offers a generous platform that supports a number of financial products, including high-yield savings accounts and online investing. You even have access to a live advisor for personal support. There are also savings tools and retirement planning support so you can handle all of your finances...
Magazine and her book has been a New York Times, Wall Street Journal and USA Today bestseller. She has been a legislative trailblazer in partnering with New Jersey assemblywoman Angela V. McKnight to write "The Budgetnista Law," which mandated financial literacy education throughout New Jersey'...
Suze Orman is the “Matriarch of Money” — a financial advisor with over 35 years of experience. In “Women & Money,” she delivers financial advice in her inimitable no-nonsense style. The show often focuses on retirement, a finance topic ofspecial importance to women, who both live longe...