{ "_id": "599feb177c057d0010be0554", "name": "Financial Advisors", "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/GzzE21Zv2NsXt.png", "type": 2, "shortName": "Financial Advisors", "isVisible": true, "isPublic": true, "divisions": [ { "_id": "5a6273a16abfca0018c9ee76", "name": "Advisors and Asset Managers", "isLocked": false } ], "feedState": { "countOfSystemMessages": 0, "countOfUserMessages": 11431, "countOfMessages": 11434, "lastMessage": "Anyone driving significant growth using digital marketing? SEO creating Website leads? How are you winning business in modern innovative ways? \n\nI have had success with natural market and referrals but as I target and segment my client base differently, I’d like to use 21st century ideas to grow my brand. What have you done that works?", "lastUpdateDate": "2021-09-27T14:24:08.791Z", "lastMessageDate": "2021-09-27T14:24:08.791Z", "lastSign": "Financial Planner" }, "numberOfUsers": 2184, "relatedCrowdIds": [ "553769a790f5eebe1d2a0f92", "5e4bca4d473da1001b53cb24" ], "creationDate": "2017-08-25T09:17:11.583Z", "priority": 7, "isLocked": false, "bowlType": "58e6c2e40ebdd20010849126", "surveyId": "57DQGML", "askForContacts": false, "numberOfNetworkingUsers": 166, "crowdIconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/msK7xyKCNu1wZ.png", "description": "A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies. ", "handleUrl": "advisors-and-asset-managers", "allowedSocialNetworks": { "linkedin": true, "facebook": true, "twitter": true, "instagram": true, "pinterest": false, "behance": false, "dribbble": false }, "background": { "from": "9FF283", "to": "DBF896" }, "fishIconColor": "d96aa3", "bowlTypeName": "Professional Expertise", "categories": [], "numberOfFollowers": 736, "promptsDisabled": true, "roomEnabled": true, "suggestedIndustry": { "_id": "553769a790f5eebe1d2a0f92", "name": "Finance", "iconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/V380hYTPDRDLE.png", "crowdIconUrl": "https://dslntlv9vhjr4.cloudfront.net/crowd_images/Idg7gMZgSkeD7.png" }, "lastView": "Invalid date" }
A community for Financial Advisors, Financial Planners and Wealth Managers both independent and within companies.
Sign up to access more conversations in this bowl 🔑
PS
Count Of Points Icon
79
Peter Soliman
Managing Partner
Faubourg Private Wealth Advisors
Count Of Points Icon
11
Mike Roma
Senior Vice President
Bank of America
Count Of Points Icon
40
Matthew Underwood
Investment Advisor Representative
Underwood Financial Services, LLC
Count Of Points Icon
200
Betsy Billard
Private Wealth Advisor
Ameriprise Financial
Count Of Points Icon
11
Jo Barsh
Agent
State Farm
Count Of Points Icon
113
Robert Green
Financial Advisor
KMS
RC
Count Of Points Icon
331
Rance Carlson
Wealth Manager
Cacu
ND
Count Of Points Icon
242
Nirav Desai
Financial Advisor
Qubera Wealth
Count Of Points Icon
42
Chad Gilliam
Financial Consultant
LPL Financial
Count Of Points Icon
11
Helene Rude
Manager
Lob Planning Group
CP
Count Of Points Icon
10
Corey Pond
Senior Consultant
Winthrop & Co
Count Of Points Icon
11
David Morales
Business Analyst
UST Global
Count Of Points Icon
30
Michael DiPiero
Investment Specialist
Coltiva Wealth Planning Partners
TR
Count Of Points Icon
15
Todd Rosel
Financial Adviser
Edward Jones
DA
Count Of Points Icon
11
Deb Anton
Financial Advisor
Retirement plan advisors
LN
Count Of Points Icon
10
Lori Neeb
Financial Advisor
Edward Jones
EL
Count Of Points Icon
10
Elliott Lee
Associate
Newco
Count Of Points Icon
10
Atishay Jain
Nanyang Technological University
Count Of Points Icon
11
Harry Harold
Finance Manager
Newco
Count Of Points Icon
11
Leon Yuan
Analyst
Morgan Stanley
Count Of Points Icon
10
Shardul Makwe
Seneca College
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal