Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Financial Advisor 236

Financial Advisor Financial Services Ethics Recruitment 236

Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

These have helped me gain the trust of new clients and new recruits for my team. My posts here are more related to my financial planning work to gain greater traction. Show your ethics and values. Yet, I’ve made great strides in this area. Authenticity is key. People want to know if what we do matches up to what we say.

Media 98

Media Ethics Recruitment Marketing 98

The Big Picture

APRIL 29, 2025

And we, we planned what was gonna happen the next morning. Like, I know they want everybody in the room when you’re planning, but no, no, this is good news. 00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. You’re getting a promotion, get down here. It’s important.

Management 130

Management Assets Portfolio Insurance 130

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

The Big Picture

MAY 20, 2025

What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Management 130

Management Numbers Transportation Accounting 130

Harness Wealth

AUGUST 17, 2023

Whether you’re a senior manager, partner, or at an earlier stage in your accounting career, understanding the intricacies of transitioning existing clients, as well as recruiting and retaining new clients, is paramount to your long-term success. Our Harness Concierge team then steps in to help schedule calls and close the deal.

Taxes 52

Taxes Clients Ethics Accounting 52

Brown Advisory

OCTOBER 28, 2021

As an Egyptian-American Muslim in the predominantly white, male tech world, she is committed to diversity, equity and inclusion, and to ensuring that AI is developed ethically and addresses concerns around privacy and algorithmic bias. Virginia, which struck down the Virginia Military Institute’s male-only admissions policy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52