The Big Picture

APRIL 25, 2023

My father was an investment advisor, and he made his way to be an investment advisor from being a manager with a textile factory to selling insurance to find his way out of that business, went from insurance to financial planning, financial planning to the independent broker-dealer world, independent broker-dealer to hybrid IBD slash RIA.

Compliance 162

Compliance Clients Wealth Management Management 162

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. What is your opinion? What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. JR agrees, stating that 70% of CFP holders have insurance licenses. #4

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 26, 2023

What was the original career plan? And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. There was hardly any time for, for planning. 00:00:57 [ Stephen Suttmeier ] Thank you very much, Barry.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

NOVEMBER 25, 2024

Quantitative investing was, was that the plan from the beginning? Would you license these models to me? Corey Hoffstein : So throughout 2013, I was doing a lot of this research. And so in 2013, I’m staring down my largest client, all of a sudden it becomes obvious. 00:59:26 [Speaker Changed] So it was 2013.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

JUNE 2, 2025

What was the original career plan? If businesses are highly uncertain, they’re not gonna invest, they’re not gonna hire, they’re gonna defer growth plans. I think it, it does on the business side, 00:18:09 [Speaker Changed] Yeah, very much businesses have to plan much longer term. I don’t know.

Economy 130

Economy Economics Numbers Banking 130

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. RITHOLTZ: So let’s talk a little bit about succession planning, and there were a couple of things that really stood out. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259

The Big Picture

DECEMBER 24, 2024

When I started in 2013. Every board meeting he had with his board, they had Amazon proofing plans put in place. But it, the whole plan has not come to 00:32:36 [Speaker Changed] Fruition. So it’s a license to steal. But also a a through line on that beat was the beginning of that beat. That’s amazing.

Retail 130

Retail Advertising Taxes Numbers 130