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Aug 21 •
CFPs on Youtube
View Google sheet here I had an idea to search Youtube channels for one's that included "CFP" in the title... pretty interesting to see how many CFPs have pretty big subscriber counts!
1 like • Aug 21
Interesting find Joe. Is YT the best online marketing channel for advisors? Perhaps IG, TikTok will start to get more and more relevant for those targeting the next gen.
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@vineet-m-8150
I lead FastTrackr AI, an AI stack that automates operational workflows for RIAs. Think meetings, document parsing & analysis, client onboarding.
Active 1d ago
Joined Aug 20, 2025
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