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 (..)
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.
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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.
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.
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.
Brown Advisory
OCTOBER 28, 2021
Lisa Beattie Frelinghuysen is a principal at Banyan Global, where she advises the owners of some of the largest closely held companies on issues of governance, board development and succession planning. Virginia, which struck down the Virginia Military Institute’s male-only admissions policy.
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?
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