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 144

Assets Management Portfolio Investing 144

Midstream Marketing

SEPTEMBER 24, 2019

As a financial advisor or other investment professional, you’re no doubt already well aware that the “math” side of the conversation is a large part of what your clients need help with every day. The Power of Financial Advisor Calculators. True Cost of Living Calculator. Mortgage Refinance Calculator.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Planning 52

The Big Picture

MARCH 12, 2024

So let’s talk a little bit about who the clients are for Amherst. Te tell us who your clients are and, and what, what they wanna invest in. That includes all of its changes in its property taxes, it’s, it’s depreciable life for the improvements of the assets. Huh, 00:20:35 [Speaker Changed] Absolutely.

Banking 144

Banking Investing Investments Marketing 144