Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett agreed that precision railroading had been beneficial for its adopters over time, but it created disruption—sometimes substantial—to client service as it was implemented. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investing Investments Management 52

Sara Grillo

SEPTEMBER 26, 2022

The advertisements that they produce that says that anyone can call themselves a CFP. JR: The advisors were as much the victims as their clients were, and the brokerage firm would say they were all inappropriate behavior, so they’re all disclosures. Option rate securities were… 0:14:54.9

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Salaske says that having the CFP designation was never a requirement in anything he did to advise clients. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 10, 2023

The firm plans to hit $10 trillion in client assets over the next decade. Fringe’ research suggests the insects that are essential to agriculture have emotions, dreams and even PTSD, raising complex ethical questions. ( The Guardian ) • If It’s Advertised to You Online, You Probably Shouldn’t Buy It. Here’s Why.

Valuation 277

Valuation Ethics Advertising Taxes 277

The Big Picture

JULY 4, 2023

I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. And the phone rings an hour in and it’s my client. RITHOLTZ: Really? It was year one or so of IDW.

Management 141

Management Recruitment Numbers Banking 141

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Do you get the picture?

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. CLYMER: So early on, we had advertisers, and back then, the cost of running Hodinkee was my time, which was effectively free, and then hosting fees on Squarespace and elsewhere. And so our first big advertiser was Audemars Piguet.

Retail 161

Retail Insurance Advertising Numbers 161

FMG

JUNE 22, 2023

For example, FMG’s “one-click” AI-powered social media tool helps clients create personalized captions when sharing content on social media. Whether it’s ethical with sensitivity towards social, cultural, economic, and environmental issues. Many of our tools at FMG incorporate AI. In fact, 3.3

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52