Today’s guest is Sam Ingrassia, serial entrepreneur and CEO of Budgetsimple, a membership portal for personal finance content creators. He has built out not only lessons that help people learn about personal finance but also calculators to help people run their own numbers. He partners with advisors who help a wide range of clients and businesses and his background in software engineering means he and his team can customize the portal to the needs of the team they’re working with.
Budgetsimple is a personal finance membership portal that offers lessons and calculators to help people learn about personal finance and run their own numbers.
Budgetsimple works with advisors and 401k providers to offer financial wellness as an employee benefit and financial planning as an employee benefit.
Advisors can use Budgetsimple to attract clients by meeting them where they're at, focusing on niche marketing, and building a flywheel of content and engagement.
Learn more about Sam and Budgetsimple at:
https://www.budgetsimple.com/
Connect with Sam and Budgetsimple on social media:
LinkedIn: https://www.linkedin.com/in/samingrassia
LinkedIn: https://www.linkedin.com/company/budget-simple
X/Twitter: https://twitter.com/budgetsimple
YouTube: https://www.youtube.com/c/Budgetsimple
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