2020 Compliance Financial Advice Math 
The Big Picture
MAY 16, 2023
Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. I started my own podcast in March 10th of 2020. LINDZON: So at the time in 2013, you could look through the financial statements of Schwab and TD public statements, and they were spending $150 for a customer acquisition.
The Big Picture
DECEMBER 6, 2022
when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? 2020 was a huge year. You know, we had a really good 2020. What’s it like in Spain?
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