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Lock in Success: Your 2025 Marketing Game Plan

Indigo Marketing Agency

Make sure it’s designed to convert visitors into leads with clear calls to action, strategically placed lead magnets (such as free guides or consultations), and an intuitive user experience. Start with educational content, such as blog posts or downloadable resources, to attract prospects.

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How to Become a Certified Business Broker

Hedgestone

In this article, we’ll provide you with a step-by-step guide on how to become a certified business broker, including the education and experience requirements, the licensing process, and the benefits of certification. In general, you’ll need to pass a licensing exam and meet education and experience requirements.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Taylor Schulte Reason to Follow: Leader in advisor education through the AGC™ platform Taylor Schulte is a CFP® professional, speaker, and founder and CEO of Define Financial. He is passionate about educating people about investing and financial planning, having been featured in The Wall Street Journal, Forbes, CNBC, and The New York Times.

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Best Financial Advisor Websites with Podcasts

FMG

Yeomans Consulting Group – “Coffee with Your Retirement Coach” Podcast Coffee with Your Retirement Coach is a relatively new podcast that the Yeomans Consulting Group has taken up. Everything from stock market performance to general financial education and tips.

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Top 35 Influencers for Financial Advisors in 2024

Indigo Marketing Agency

Taylor Schulte Reason to Follow: Leader in advisor education through the AGC™ platform Taylor Schulte is a CFP® professional, speaker, and founder and CEO of Define Financial. She has also taught over 18,000 students through her three online financial education courses , all in Spanish. billion in client assets.

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CDPQ Launches Investi Fund to Raise Standards in Finance

Pension Pulse

"The potential participation of institutional investors will enable the Investi Fund to establish a rigorous governance structure, ensure full transparency on the fund's activities and portfolio assets, and provide continuous monitoring in sustainable finance to prevent greenwashing and promote best practices in sustainable investment.

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APG and Ivanhoé Cambridge Back Scape's $658M Student Housing JV in Australia

Pension Pulse

“The exposure to this development JV complements our recent investment in Scape Core Program and will further diversify our APAC portfolio with defensive cashflows that are driven by the favourable demographics in the region and the demand for quality education in Australia.”