Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She’s given over 600 presentations to more than 10,000 financial professionals since 2015. billion in client assets.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. What do they focus on?

Assets 293

Assets Clients Investing Investments 293

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. I — I found this to just be a fascinating masterclass in running a giant financial organization. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher.

Clients 157

Clients Management Engineering Investing 157

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. But for us, the North star is always creating the best portfolios to deliver to our clients.

Banking 144

Banking Portfolio Assets Investing 144

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. Their mainstay financial services practice, which was banking and equities, fell off a cliff. And that might give me some insight functionally into what I wanted to do next.

Management 144

Management Recruitment Numbers Banking 144