Indigo Marketing Agency
DECEMBER 19, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.
Tucker Advisors
SEPTEMBER 27, 2021
They have been called the debt managers of the world. Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. Follow Follow Follow Follow Follow Follow.
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Indigo Marketing Agency
JANUARY 17, 2022
He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. Guess what?
Sara Grillo
AUGUST 14, 2023
Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.
The Big Picture
OCTOBER 19, 2022
Bill McNabb, again, who I know you know, was CEO and asked me if I’d come back and join senior staff, and lead the FAS business, which was a lot bigger than when I left in 2008 and I was thrilled to be able to do that. So let’s talk a little bit about the Advisor Services Division. They have a risk management technology.
The Big Picture
MAY 9, 2023
And again, I ended up in the financial services audit practice at KPMG. And then I moved back to London at the end of 2008, which was a really interesting pivot. At the end of 2008, we owned a lot of illiquid assets. And there was a problem with 168 of them at the end of 2008. You have to finish the three years.
The Better Letter
JANUARY 26, 2024
In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. .” who became a professor at the University of Michigan before setting up his own asset management firm. He missed this one, too.
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