Sara Grillo

MARCH 4, 2024

3)The $20 investment that could transform your financial advisor practice. 3)The $20 investment that could transform your financial advisor practice. Here’s the other thing that really, this is the one that makes it. Here’s the other thing that really, this is the one that makes it. That really cracks me up.

Financial Advisor 52

Financial Advisor Education Accounting Investing 52

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. Yeah, you know that — RITHOLTZ: Really?

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Portfolio Management Assets Investing 130

Steve Sanduski

DECEMBER 5, 2022

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investments are helping their advisors offer more value to a wider variety of clients. What are you trying to solve for? 450 billion in AUM. .

Investing 52

Investing Investments Financial Advisor Clients 52

eMoney Advisor

DECEMBER 6, 2022

Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. If the next natural disaster comes for your clients, will they be ready? Here are three tips to help your clients follow the Scout motto and be prepared. #1

Financial Planning 97

Financial Planning Clients Planning Estate Planning 97

Clever Girl Finance

FEBRUARY 20, 2024

Table of contents Stealth wealth meaning Expert tip: Follow your own path to achieve stealth wealth What is meant by stealth wealth? Table of contents Stealth wealth meaning Expert tip: Follow your own path to achieve stealth wealth What is meant by stealth wealth? What are subtle signs of wealth?

Budgeting 76

Budgeting Assets Accounting Wealth Accumulation 76

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. We discussed all these things as well as why there has never been a better time to be a retail investor than right now, right here in this era. I’m Barry Ritholtz.

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Clever Girl Finance

JULY 12, 2023

Let’s be real for a second – there’s a stigma in place when it comes to education. It’s possible to be successful no matter your education level. What is the highest paying career without a degree? What jobs make 6 figures without a degree? And we’re here to prove it. Yes, obviously!

Education 81

Education Certification License Engineering 81

Clever Girl Finance

JUNE 27, 2023

Online educator 12. Language interpreter Expert tip What are the advantages of working online part-time jobs? What can you do with extra income from part-time online jobs? What’s the easiest job to do if I have a busy schedule? It means there’s a huge need for bookkeepers. Table of contents 1. Bookkeeper 4.

Certification 81

Certification Recruitment Engineering Media 81

The Richer Geek

DECEMBER 1, 2021

Chad is passionate about financial education and believes that with the right tools and resources, people can be empowered to make smart money decisions. It's not really a number, I think people get too caught up in how much do I have, then they say I want to have $1 million by this age, or 5 million, or 10 million, or whatever the number is.

Financial Advisor 52

Financial Advisor Government Retirement Planning Investing 52

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. It’s a busy time—having meetings and conversations to get to know the client, collecting and inputting their information, and helping them uncover their financial hopes and aspirations.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Good Financial Cents

AUGUST 11, 2022

I once had a client ask me, “Jeff, if you had a million dollars, how would you invest it?”. The reality is, there are a ton of different strategies I would personally use to invest $1 million dollars, and to help this seed money grow into even more cash over time. Ad Robo-Advisors move with the market to ensure your investments.

Investing 109

Investing Investments Marketing Marketing 109

Clever Girl Finance

JULY 16, 2023

Table of contents Is it really necessary to have a financial advisor? Expert tip Types of financial advisors What type of advisory services do financial advisors offer? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Table of contents Is it really necessary to have a financial advisor? Expert tip Types of financial advisors What type of advisory services do financial advisors offer? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

DECEMBER 12, 2022

We talked about: What is the best, fairest fee model for the client? Does the way you are paid dictate how you serve clients? Are clients capable of determining when your fees are too high or should there be some other standard that fees are measured against (e.g. Does it matter that clients know the fees they are paying?

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

eMoney Advisor

JANUARY 12, 2023

If you’ve resolved to add more meaning to your work in 2023 using your skills as a financial planner, you’ve come to the right place. One of the options even counts as continuing education credit. Volunteers say: “Doing pro bono work gives you perspective on what really matters…it’s a gift.”

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Steve Sanduski

JANUARY 5, 2023

If you have a top team, they want to know what their potential career path looks like. They want to know what criteria you’re using to determine promotions and pay raises. By contrast, if your team is not asking for this information, that means you’ve either already shared this info with them or you have the wrong team.

Clients 52

Clients Financial Advisor Investing Investments 52

eMoney Advisor

MAY 30, 2023

I brushed the idea off at first, but then I looked into the curriculum and realized it was exactly what I wanted to do. I work in a team of eight that is made up of two advisors, two planners, two associates, one client support associate, and one administrative assistant. I took one course and that was it–I was hooked.

Financial Planning 52

Financial Planning Financial Advisor Planning Communication 52

MazumaBusinessAccounting

JULY 15, 2021

Determining what sets your company or product apart. Conducting research into your market and client base. Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. How does an idea develop into a fully functioning business?

Business Planning 105

Business Planning Taxes Planning Retirement 105

Sara Grillo

APRIL 11, 2022

We’re going to talk about how he provides high value as an hourly financial advisor by saving investors from the “Humpty Dumpty portfolio” and the lessons other advisors can learn about serving clients with simplicity, transparency, and integrity, whether they choose to adopt the hourly fee model or not. Jon Luskin. Rick Ferri.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Sara Grillo

JULY 8, 2022

Here are real accounts of what a day in the life of a financial advisor entails, from real professional financial advisors. Well… Because there is so much smoke-and-mirrors about the profession, nobody is given a clear picture of what an advisor actually does. What % of the time is this a typical day?

Financial Advisor 59

Financial Advisor Financial Planner Clients Compliance 59

Good Financial Cents

SEPTEMBER 7, 2022

While investing for the long haul is the best way to build long-term wealth, there are situations where what you really need is the ability to earn money within a day or a few hours. Sure, you want to learn how to invest so you can feel financially secure later in life, but that will have to wait. Ads by Money.

Electronics 145

Electronics Accounting Food Clients 145

Carson Wealth

MARCH 2, 2023

Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). That’s why no matter what your financial situation, we recommend the following guidelines.

Retirement 98

Retirement Taxes Financial Advisor Accounting 98

The Richer Geek

NOVEMBER 17, 2021

And now I try to share that information in my knowledge with both my clients and also anybody who's interested in it through my website, playloder.com. And now I try to share that information in my knowledge with both my clients and also anybody who's interested in it through my website, playloder.com. It paid off.

Retirement 52

Retirement Taxes Education Investing 52

The Big Picture

DECEMBER 28, 2022

. The transcript from this week’s, MiB: Charlie Ellis on Vanguard’s Rules of Investing is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, what can I say? He has seen pretty much everything in the world of investing. Tell us what first led you to Vanguard. It was a balanced portfolio.

Management 177

Management Investing Investments Clients 177

Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. .

Investing 52

Investing Investments Marketing Marketing 52

The Big Picture

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. 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. What led you to this area?

Clients 286

Clients Wealth Management Investing Investments 286

Sara Grillo

APRIL 25, 2022

What is a target market for a financial advisor? Electing to market to a specific group of people means that you must give up the idea of being able to hold yourself out as a solution for everyone. What if we turned up the resolution on the magnifying glass by 1000% though, and niched down even more granularly? But first….

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Planning 52

Indigo Marketing Agency

MAY 5, 2020

Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

Midstream Marketing

JANUARY 14, 2021

There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen first-hand that they CAN be—it just requires a deeper understanding of what is really going on to get to that point. You know what their interests are and what stage of their life they’re in.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Gen Y Planning

JUNE 1, 2022

What’s an I-bond? Does investing in I-bonds make sense as part of your strategy? You’ve probably heard people say that bonds are fixed-income securities, and all that means is that they pay a fixed interest rate to investors—though some bonds pay variable interest rates as well! What’s An I-Bond?

Investment Planning 52

Investment Planning Investing Investments Planning 52

Inside Information

OCTOBER 30, 2021

Knut‘s influence on regulatory rulemaking and guidance over the past two decades has been vitally important to advancing the investment fiduciary cause. I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.

CFP 40

CFP Commission Education Investing 40

Clever Girl Finance

OCTOBER 30, 2023

What job makes the most money working from home? Let me guess: You’ve searched Google trying to find the best work from home jobs and the results were overwhelming. Working from home is now both a necessary and popular option for many, but there don’t seem to be enough opportunities. How much does Amazon pay for work from home?

Recruitment 52

Recruitment Engineering Certification Communication 52

Midstream Marketing

DECEMBER 19, 2020

So you either allow your business to grow stagnant, or you finally see what the wonderful world of online marketing has to offer. A few subtle changes here and there can easily add up to an enormous impact – something I experience time and again with our own clients. Do Facebook Ads Really Work for Financial Advisors?

Financial Advisor 52

Financial Advisor Advertising Financial Services Media 52

Trade Brains

AUGUST 16, 2022

Smartphones and affordable data have pushed trading and investing into the digital sphere. . What do Broking Companies Do? The financial brokers give business or individual clients financial assistance. What do Broking Companies Do? The financial brokers give business or individual clients financial assistance.

Wealth Management 52

Wealth Management Retail Clients Distribution 52

The Big Picture

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. I thought this was a really fascinating conversation.

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Portfolio Investing Investments Numbers 130

The Big Picture

MAY 30, 2023

Really a fascinating person who operates in a realm that I think a lot of people in finance overlook. 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. I had an a-ha about how the world really works.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. Really a fascinating background, and it just goes to show you how broad and flexible the world of finance is, that there are so many different ways you can find yourself in a senior management position in, in this industry. What happened?

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Math Management Insurance Assets 130