Clever Girl Finance

JUNE 5, 2025

Her actionable advice and tips inspire listeners to take action immediately with their finances to achieve financial success. Laura has been inspiring people with the Money Girl podcast since 2008. Laura answers listener’s questions about being financially organized when leaving a job or getting fired.

Certified Financial Planner 52

Certified Financial Planner Financial Advice Budgeting Food 52

BlueMind

JULY 15, 2022

Although the purpose is simple: to protect investors, customers, the economy, and society from financial crimes but on the other hand it increased compliance challenges for financial advisors. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry.

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

The Big Picture

MAY 7, 2024

So then I, I knew the Yahoo folks, Jerry Yang and Sue Decker asked me to come in and help them in 2008. So I worked with a certified financial planner called Katie Song when I was at SoFi. Like literally went through my budget, my spending, my potential spending and my investments. 00:29:28 [Speaker Changed] Yeah.

Startup 144

Startup Advertising Engineering Numbers 144

Sara Grillo

SEPTEMBER 26, 2022

I would say a good portion of the budget should be… Should be put towards this investigatory process. Wright: Yeah, I wouldn’t necessarily agree with Tom now without obviously further looks into the budget and things like that. I hope you’ll at least join my newsletter about financial advisor lead generation.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59