Nerd's Eye View

SEPTEMBER 13, 2022

In this episode, we talk in-depth about how Carolyn grew her career to become a leader in the financial services industry and made her mark by becoming an established executor for major broker-dealers that wanted to shift away from solely commission-based models and add advisory models, the paths that Carolyn navigated at companies like H.D.

Financial Advisor 160

Financial Advisor Financial Services Ethics Recruitment 160

International College of Financial Planning

DECEMBER 23, 2023

These professionals work independently or under the umbrella of financial institutions and are specialized in guiding clients through the intricacies of financial planning and investments. Their compensation often comes from (1) commissions on transactions based on advice provided or (2) fees for financial plan construction.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Financial Planner 52

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. What is your opinion? What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Sell Lesson Plans (for Teachers) 1. Most brokerages no longer charge trading commissions which is a huge saving for us! Refinance Your Debt 28. Online Rebates 29.

Accounting 105

Accounting Investing Investments Media 105

Aleph

FEBRUARY 11, 2023

We lost a reason to have children via entitlements Feb 11, 2023 Criminals use Telegram to recruit ‘walkers’ as America’s big banks see an 84% increase in check fraud [link] I’ve gotten cheated on this as well. link] If you can write something like this without mentioning war, plague, famine, expropriation, etc.,

Banking 59

Banking Government Economics Taxes 59