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. As advisors, we get the opportunity to work with clients, develop relationships, and build trust. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. Two reasons.

Assets 140

Assets Management Portfolio Investing 140

Midstream Marketing

SEPTEMBER 24, 2019

They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like white papers and books, too.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

MARCH 12, 2024

So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. So let’s talk a little bit about who the clients are for Amherst. You’re actually crunching a lot of numbers.

Banking 140

Banking Investing Investments Marketing 140