careers 
Abnormal Returns
NOVEMBER 9, 2022
Career shifts Former Peloton ($PTON) CEO John Foley is getting into the rug business. wsj.com) UBS' Chief Risk Officer is becoming a photographer. ft.com) Investing Rich people don't typically get rich on alternative investments. ofdollarsanddata.com) Ten tips for surviving a bear market including 'You’re not limited to one rebalance.'
Nerd's Eye View
DECEMBER 12, 2023
In this episode, we talk in-depth about how Christa's start in insurance sales at Northwestern Mutual brought both successes in building a book of younger clients just beginning their career journeys, and challenges as she struggled to hit sales goals when her young clientele were more interested in starting Roth IRAs and didn't need much insurance (..)
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Nerd's Eye View
DECEMBER 5, 2023
So, whether you're interested in learning about how to build associate advisor compensation plans and career tracks, how to leverage a multi-faceted marketing approach to generate client leads, or what it looks like to roll up into a larger RIA, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jeff Brown.
Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. One critical question for advisors to ask themselves, regardless of where they may be in their careers, is whether they are doing things today to set the stage for the kind of life that they ultimately want in the future.
Advertiser: G-P
Download this eBook to learn: The importance of career paths for employees. So how can you retain your top talent while protecting your company’s best interests? In this eBook, get actionable tips to keep your global employees happy, engaged, and productive. How to cultivate a healthy company culture. The benefits of effective onboarding.
Nerd's Eye View
JANUARY 30, 2023
At the same time, this shock to the system has led many individuals to reflect on where they are in their careers today and where they want to go in the future. But thinking about career goals is not necessarily enough; instead, employees need to take ownership of their careers to achieve the career goals they seek.
Nerd's Eye View
DECEMBER 29, 2022
For many seasoned financial advisors, the road toward building a career and a business can be challenging and rewarding. One critical question for advisors to ask themselves, regardless of where they may be in their careers, is whether they are doing things today to set the stage for the kind of life that they ultimately want in the future.
Advertiser: G-P
In this eBook, we explain how rethinking your internal employee career strategy can help you fill critical roles and retain your best talent. Other factors such as growing local talent shortages and employees’ new outlook on work-life balance have only added complexity to a competitive and turbulent business market.
Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth
In today’s market, we have seen people make major career decisions and blindly dive into investing to make this goal more achievable. Creating generational wealth has moved to the forefront of everyone’s mind.
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