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. Show your ethics and values. Yet, I’ve made great strides in this area. I don’t produce YouTube videos or TikTok content, but I do a few key things that anyone can do. My posts here are more related to my financial planning work to gain greater traction.
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International College of Financial Planning
DECEMBER 23, 2023
The FPSB Board also enforces strict ethical code and practice standards, ensuring the integrity of its certificate holders. Additionally, ICOFP provides students with essential soft skills training, including client communication and ethical decision-making.
The Big Picture
APRIL 29, 2025
00:16:57 But I got the call and from a recruiter, and Jenison was an intriguing company to me. Again, from a, from a values and and work ethic perspective. It’s, you know, just well-known quality firm, strong results, impressive client roster. And I’d heard it had a great culture. Who, who were your mentors?
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.
The Big Picture
MAY 20, 2025
How does that affect how you recruit employees? How do you bring your work ethic and your sense of accountability into the office? Well, and and by the way, those are the ones that are less liquid, less efficient that you’re likely to, to win with active management. 00:27:02 [Speaker Changed] Huh. Really, really interesting.
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.
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