Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. The company I was with at the time did a large round of layoffs and my job was eliminated. Looking back, it was a blessing in disguise because it gave me an opportunity to explore what I really wanted to do with my career. Emotional support. This is uncommon.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

I know this feeling because I lost my job 2015. The company I was with at the time did a large round of layoffs and my job was eliminated. Looking back, it was a blessing in disguise because it gave me an opportunity to explore what I really wanted to do with my career. Emotional support. This is uncommon.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Steve Sanduski

DECEMBER 31, 2022

For the eighth time, I begin the New Year with 3 carefully chosen words meant to remind, motivate, and guide me on my road to making the New Year my best year yet. It’s called the My 3 Words exercise. These words help me stay on track and on plan. My 4 Filters. Past 3 Words. 2018: Spark, Community, Savor.

Planning 59

Planning Clients Communication Media 59

Steve Sanduski

APRIL 22, 2023

A portion of these lost assets are often offset by existing clients adding new money so now we’re down to about 2 – 4% of new revenue needed to reach breakeven. Co-founder Seth Streeter told me , “Growth to us is synonymous with impact. High-performance psychologist Dr. Michael Gervais told me , “Nobody can give you purpose.

Clients 64

Clients Distribution Assets Financial Advising 64

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

OCTOBER 24, 2022

And I think you will also, with no further ado, my conversation with Morningstar’s, Marta Norton. So sometimes that crosses my mind today, when people are watching the CPI. So taking potatoes from one area, moving them into another area, making sure everything was in its right place. So BLS economist, how did that happen?

Portfolio 130

Portfolio Management Assets Investing 130

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? For those of you who are new to my blog, my name is Sara.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Sara Grillo

APRIL 11, 2022

The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

MAY 24, 2023

These characteristics—which include risk taking, tolerance for ambiguity, and obsessiveness about both achievement and control—can often come back to haunt business owners when it comes time to transition the business to new stewards, whether those stewards are the owner’s heirs, current employees and partners or outside acquirers.

Planning 52

Planning Clients Sales Communication 52

Good Financial Cents

SEPTEMBER 7, 2022

Sure, you want to learn how to invest so you can feel financially secure later in life, but that will have to wait. Some of these hustles can help you earn money within a day, yet others will require some work to build up streams of passive income that can change your life. #1: Build My Site. #3: Ads by Money. Ads by Money.

Electronics 145

Electronics Accounting Food Clients 145

Sara Grillo

APRIL 10, 2023

For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Because they are the people coming to advisors.

Investing 52

Investing Investments CFP Financial Advisor 52

MazumaBusinessAccounting

JULY 15, 2021

It takes vision, work, and a good plan. Conducting research into your market and client base. No matter how carefully you plan, life happens and unexpected expenses will occur. Although succession planning doesn’t directly relate to finances, it can impact your financial planning and liability. Succession Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105

The Big Picture

MAY 9, 2023

With no further ado, my discussion with Goldman Sachs’ Julian Salisbury. I grew up in a family where my mother was a mathematician, my father was a chemist. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And I kind of stumbled my way into accounting.

Assets 283

Assets Clients Investing Investments 283

The Big Picture

MAY 30, 2023

And he’s really moving the needle in terms of having people take control of their own financial life in a way that benefits not just them but the entire economy and all of society. So with no further ado, my conversation with Operation HOPE’s John Hope Bryant. By the way, my last book is “Up From Nothing.”

Banking 140

Banking Economics Economy Business Planning 140

The Big Picture

JANUARY 30, 2024

I think they’re the largest independent digital advisor that’s out there. Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform. With no further ado, my discussion with Betterment, CEO, Sarah Kirschbaum Levy. But Disney as a brand really excited me.

Media 140

Media Wealth Management Investing Investments 140

The Big Picture

NOVEMBER 14, 2023

And I think you will also, with no further ado, my conversation with Linda Gibson, CEO of PGIM, quantitative Solutions. It is something, math has always come easy to me since a child. So I was a math major pretty much because it was an easy a for me, 00:02:27 [Speaker Changed] Math is truth. That was not an option for me.

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 8, 2022

She is an expert in so many fascinating areas that you wouldn’t think are related but they really are. With no further ado, my interview with Professor Anat Admati of the Stanford Graduate School of Business. But you really take some of your background and dig pretty deep into financial regulations in technology.

Banking 192

Banking Government Insurance Taxes 192

The Big Picture

AUGUST 29, 2022

And when I basically don’t get to have my questions because we’re just, what about this, tell me about that. With no further ado, my interview of Eric Balchunas of Bloomberg Intelligence. BALCHUNAS: Like a home game for me. BALCHUNAS: That got me through Cook because I was with a bunch of biology people.

Assets 158

Assets Management Marketing Marketing 158

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. With no further ado, my conversation with Citi Global Wealth’s Kristen Bitterly Michell. I want to be client-facing. It’s different vernacular.

Clients 283

Clients Wealth Management Investing Investments 283

The Big Picture

DECEMBER 6, 2022

With no further ado, my interview of Global X CEO Luis Berruga. LUIS BERRUGA, CEO, GLOBAL X ETFS: Thank you for having me, Barry. And that was a very interesting experience because it really allowed me, Barry, to understand the psychology behind M&A which came in very, very handy later on in the context of Global X.

Clients 150

Clients Investing Investments Management 150

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. So please subscribe! What is an advice-only financial planner?

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

AUGUST 29, 2023

With no further ado, my interview with Vanguard CIO, Greg Davis. But that experience got cut short because right around that time when my class started, it was the tail end of the Asian financial crisis, the Russian ruble RITHOLTZ: 97 or 98? And me and him had an instant connection. And Greg Davis just does an amazing job.

Portfolio 130

Portfolio Investing Investments Numbers 130

Sara Grillo

JUNE 2, 2022

I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. For those of you who are new to my blog/podcast, my name is Sara.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Good Financial Cents

JULY 11, 2022

My Multi-Level Marketing Mistake. This made me a prime candidate for multi-level marketing pitches, and the dream of “getting rich quick.”. On the flip side, however, the experience helped me quite a bit. I learned I wanted to help people, and that I wanted my profits to be the byproduct of my success.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio. Those two words? Are you ready?

Management 80

Management Investing Investments Wealth Management 80

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Is selling annuities to them the answer?

Insurance 59

Insurance Retirement Financial Advisor License 59

The Better Letter

MAY 4, 2023

That’s the initial subject of this week’s TBL, followed by my examination of our need for conviction. This risk is increasing steadily in that life expectancies continue generally to expand throughout the developed world (despite recent declines here in the U.S., But they are too seldom utilized. Why don’t they?”

Retirement 92

Retirement Sales Medical Insurance 92

Good Financial Cents

APRIL 14, 2023

Personally, I don’t think it matters which statistical bucket you fall in to claim the following: making an extra $1,000 per month would dramatically improve your life. It’s why I’ve shifted a lot of my work to helping people make extra money as a side hustle and eventually creating multiple passive income sources. Ads by Money.

Investing 90

Investing Investments Communication Accounting 90

SEI

SEPTEMBER 17, 2022

My name is Rajiv Bhatia. Sanjay has dove right in, Rajiv, and he's been out on the road seeing our clients both domestically and globally. As we actually sign new clients, we need to bring those clients on board. Dennis, you want to take that one? Dennis McGonigle: Yeah, I can take that. Webinar/webcast.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

SEPTEMBER 26, 2023

He is also the incoming CO c e o A job he will take the reins at in the first quarter of 2024, helping to run oak trees. I wanna say it’s about $179 billion in client assets. With no further ado, my interview of the incoming CO c e o of Oaktree Capital Management, Arman Pian. Panossian ] 00:02:39 Yeah, thanks Barry.

Banking 130

Banking Investing Investments Clients 130

The Big Picture

MARCH 26, 2024

She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. They’re the biggest platform as a custodian for advisors. Barry Ritholtz : The first time we met was my first time doing television.

Investing 140

Investing Investments Marketing Marketing 140

Sara Grillo

SEPTEMBER 12, 2022

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.” This was a very special podcast episode for me.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

MARCH 14, 2023

RICHARD BERNSTEIN, CEO & CIO, RICHARD BERNSTEIN ADVISORS LLC: Correct. As you pointed out early in my career, I bounced around a bunch of investment banks, and what I learned through time was it was important when I interviewed the investment bank, it was for them to interview me. Why would they listen to me?

Economy 150

Economy Investing Investments Portfolio 150

The Big Picture

APRIL 18, 2023

With no further ado, my discussion of private equity with Blackstone’s Joe Baratta. My dad was a bodybuilder and owned three gyms in Sacramento. I’ve studied finance, it was my major at Georgetown, and I was hoping to get a job somewhere, and I got a job at Morgan Stanley which way exceeded my dreams at that point.

Assets 150

Assets Investing Investments Valuation 150

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 150

Compliance Wealth Management Clients Management 150

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Investing 72

Investing Investments Clients Portfolio 72