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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

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A Brief Guide to Equity Compensation Types

Zoe Financial

We dream about having a job with a big title and everything that comes with it; financial liberty, luxurious trips, more time with loved ones, experience, accomplishments, etc. Among the essential things we tend to disregard are executive compensation types, including employee stock options.

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Transcript: Aswath Damodaran

The Big Picture

You have a blog. And you could probably get that dressing in small pieces if you want because when I do my YouTube videos and blog posts, you’re essentially seeing things that will show up as riffs in my class. And can we not say that financial services haven’t been wildly disrupted over the past 40 years?

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Should you cancel your CFP designation?

Sara Grillo

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Sara’s upshot on the CFP Designation. & Lee L. 1139 (1988).

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