The Big Picture

MAY 13, 2025

00:16:36 [Speaker Changed] Yeah, I’m, I’m not gonna check your math on that, but I’ll, I’ll buy Eric saying your, your estimate there on what we’ve saved investors over time. So we can, we can attract talent in the CFP ranks from multiple 00:25:59 [Speaker Changed] Spots. So it’s possible.

Clients 130

Clients Investing Investments Management 130

Walkner Condon Financial Advisors

JUNE 2, 2023

Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JULY 29, 2024

And and on a related issue, you’re on the board of advisors for the CFP parent company. 00:46:07 [Speaker Changed] So I was, until very recently on the board of directors for the CFP board and what I, 00:46:14 [Speaker Changed] And this is certified financial planner. John Wasserman is my audio engineer.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. 00:01:58 [Savita Subramanian] Well, I started out as an electrical engineering computer science major. 00:03:00 [Speaker Changed] I read a quote from you way back when you said your parents were pushing you to be either an engineer or a doctor. Is this true?

Numbers 147

Numbers Management Banking Marketing 147

Aleph

JANUARY 14, 2023

Xi will revert when he finds it advantageous Jan 10, 2023 The Engineers Are Bloggers Now [link] Anytime you can get good writers in STEM fields to break down the complexity, it is a treat. Jan 10, 2023 CFP? Jan 08, 2023 Also, the article is wrong when it states that current math pedagogy favors boys over girls.

Math 59

Math Assets Banking Government 59