Diamond Consultants

AUGUST 9, 2022

With so many options to choose from, how does an advisor decide which path to independence to take? With so many options to choose from, how does an advisor narrow down which path to independence to take? So much so that even our own guidance to advisors has changed over the last few years.

Compliance 59

Compliance Recruitment Clients Tax Planning 59

Sara Grillo

MAY 8, 2023

For those of you who are new to my blog, my name is Sara. A few months ago I posted to LinkedIn something like, “How come IUL is just as complex as a derivative with floors, caps, call options, and participation rates, yet it’s not regulated by FINRA”. How do call options work in a IUL policy?

Insurance 59

Insurance Clients Financial Advisor Accounting 59

FMG

NOVEMBER 1, 2023

The 5-second rule is a quick way to test how effective your site’s homepage is. Here’s how you can perform it: Navigate to your website’s homepage. Then, see how many of the following questions you can answer: Who benefits from your service? What distinguishes your firm?

Financial Advisor 52

Financial Advisor Marketing Marketing Communication 52

The Big Picture

SEPTEMBER 5, 2023

There are few people more knowledgeable about what’s going on in the state of real estate, why it got to where it is today, how it’s changing, and what you should know about prices and supply in the near future than Jonathan. How did you manage through the GFC and what sort of world were we existing in back then?

Sales 130

Sales Numbers Taxes Marketing 130

Validea

NOVEMBER 15, 2023

But today’s investor, mostly due to structural efficiencies, technology, fees, optionality and tools, resources and investing education, is probably better off than ever before. Firms like Robinhood were embraced by millions of new investors, and the zero-commission trend is now the standard among major online brokerages in the U.S.

Commission 115

Commission Education Portfolio Assets 115

The Big Picture

APRIL 11, 2023

I start with the question, how many of you are more naturally number crunchers? So you discuss on how all this adds up to a puzzle of corporate finance that you enjoy untangling. RITHOLTZ: $2 out of $3. DAMODARAN: $2 out of $3. They have an incentive to do buybacks so that they can get the higher price in the options.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

NOVEMBER 15, 2022

But he also has an incredible depth of knowledge about market structures, about what people get wrong about thinking about systems, about what we get wrong about humans, and capitalism and finance. NADIG: Well, the story of growing your career is recognizing how little you knew every previous move you made. NADIG: Yeah, exactly.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

MAY 16, 2023

How did those two interests combine? How did that come about? How does a kid from Arizona, from Phoenix, get interested in venture investing, not exactly known as a hotbed of early-stage tech companies. RITHOLTZ: How did that lead to Wallstrip? He was a pre-IPO investor in companies like Facebook and Twitter.

Media 278

Media Investing Investments Valuation 278