Tucker Advisors

SEPTEMBER 27, 2021

As Time reported in 2008, insurance companies on the whole placed only about 10 percent of their investments in real estate and mortgages, risk categories that inflicted significant losses to banks that were more heavily invested in them. Kimberley-Clark buys annuities to cover pension risks” Business Insurance; Feb. 23, 2015 [link].

Insurance 52

Insurance Banking Financial Advisor Investments 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., I hope you’ll at least join my weekly newsletter about financial advisor lead generation. In early 2015, Scott sold his ownership interest in the firm. Participant Bios.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

AUGUST 15, 2023

I think it was 2015. Certainly in financial services, we recognize now that there are all these microaggressions that have been in place for decades. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter. RITHOLTZ: When did he pass?

Management 130

Management Investments Investing Government 130

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

AUGUST 26, 2024

Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later. Lee holds a Ph.D.

License 52

License Certified Financial Planner Financial Advisor CFP 52

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. And that includes people who are different, and they look at financial services and they don’t see difference. RITHOLTZ: Uh-huh.

Clients 162

Clients Management Engineering Investments 162

Sara Grillo

APRIL 10, 2023

Several years after the combined merger, Scott went on to grow the combined firm from advising approximately $60 million in client investment assets under management to more than $1.4 In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later. Lee holds a Ph.D.

Investments 52

Investments Investing CFP Financial Advisor 52

The Better Letter

JANUARY 26, 2024

As Morgan Housel has cautioned : “The business model of the majority of financial services companies relies on exploiting the fears, emotions, and lack of intelligence of customers. 2015 : “Exit now.” .” Real fear comes with names, faces, and a story. And oh how we want deliverance from our fears.

Assets 104

Assets Valuation Marketing Marketing 104