In the News
“Money Quotient expands their offerings!”

Recently, Money Quotient decided to split into 2 types of businesses. Check out Digital Marketing 4FP's episode to learn more!
“How to Think…About College Planning in a Pandemic”

David C. Bowman CFP®, is a co-founder of College Aid Pro (collegeaidpro.com), founder of Outsourced Planning (outsourcedplanning.com), and CFP® In Residence of the What is Finology? Project. Through these endeavors, Bowman helps advisers across the country modernize their practices and deepen their client relationships.
Follow the link to see the full article!
“A Policy-Based Financial Planning Approach To Advising Clients Through Uncertainty, With Dave Yeske”

In this episode, we talk in-depth about how Dave applies his policy-based financial planning approach at Yeske Buie, the monthly reports they generate for retired clients to help them see whether they’re in their safe spending policy guidelines, the quarterly tax reports they create to coordinate with their clients’ outside accountants. The Money Quotient questionnaires they use on an annual basis to be certain that they’re covering all the bases with their clients, and how using a policy-based approach to financial planning can help reduce client stress during turbulent markets.
Click the link to check it out!
“How has the COVID-19 pandemic changed the landscape of FinTech?”

As a digital marketer, 2020 was a year like no other for our clients. The digital marketing industry has grown 300 percent since the beginning of the pandemic. This has transformed our business and the businesses of our clients. Before the pandemic, people were steadily adopting digital strategies. As the pandemic hit, it became clear that the digital world was crucial for RIAs to continue to grow in 2020 and beyond.
“Garrett Planning Network partners with WFAN to help close the gender wealth and pay gap”

“I am delighted to partner with WFAN to bring ...objective financial advice accessible to all people." Read more
LOREM IPSUM DOLOR SIT AMET 2019 CONSECTETUR