Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. What designations does a paraplanner usually have?

Insurance 98

Insurance Fee Only Financial Planner Financial Advisor 98

Good Financial Cents

JANUARY 11, 2023

They must make decisions with the utmost accuracy and integrity to ensure compliance with banking regulations and protect the financial institution from costly legal or financial repercussions. Sharpen your skills by taking classes or earning industry certifications to stay ahead of the game; also, stay on top of all industry news and trends.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

The Big Picture

MAY 23, 2023

How to recruit and retain the best people and how to use technology as a tool to give you an edge, not just in investing but in the ability to offer clients various solutions improving your efficiency, effectiveness and productivity as a company. GREW: And counted share certificates, that it was that long ago. Let’s do that then.

Clients 150

Clients Management Engineering Investing 150

The Big Picture

SEPTEMBER 5, 2023

And what is remarkable about some of the towns or cities in Florida is they now hire employees specifically to recruit CEOs from the Northeast who then will bring their companies to Florida. That it’s sort of evolving from a place you go to vacation or visit to a place that you live. MILLER: Right.

Sales 130

Sales Numbers Taxes Marketing 130