Indigo Marketing Agency

JANUARY 24, 2024

Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Inside Information

MAY 30, 2023

Finally, I have to think that if these BD firms are truly moving toward becoming advisory firms, they must be growing increasingly uncomfortable with their membership in the Financial Services Institute. It’s a ‘tell’ that belies the quotes that the credulous writers will display in their articles.

Communication 40

Communication Sales Compliance Insurance 40

The Big Picture

OCTOBER 24, 2022

BLS recruits, just like all other organizations, recruits at college campuses. And it began outside of financial services. Now, when I start to think about financial advisory work, I can’t think of a place where personalization isn’t already something that advisors are wrestling with.

Portfolio 130

Portfolio Management Assets Investing 130

The Big Picture

MAY 9, 2023

And again, I ended up in the financial services audit practice at KPMG. RITHOLTZ: When we’re talking about financial liabilities — SALISBURY: Yes. RITHOLTZ: what we’re really talking about is, hey, we have a bunch of people retiring in 10 years and we expect to have to pay out X dollars. SALISBURY: Sure.

Assets 286

Assets Clients Investing Investments 286

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. I didn’t know a whole lot about markets or stocks.

Management 130

Management Investing Investments Government 130

The Big Picture

JULY 4, 2023

Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. Their mainstay financial services practice, which was banking and equities, fell off a cliff. I’ll have to be when I retire and publish under Anonymous.

Management 141

Management Recruitment Numbers Banking 141

The Big Picture

JULY 18, 2023

WAGNER: Yeah, there are a few assets that persistently appreciate for a long period of time, you know, the very, very best companies, if you buy them, you know, consistently, you know, this whole idea of, you know, your retirement account, right, where you’re buying every month, that’s great. That will work for you.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

SEPTEMBER 5, 2023

And what is remarkable about some of the towns or cities in Florida is they now hire employees specifically to recruit CEOs from the Northeast who then will bring their companies to Florida. The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” And the next case that was called, this attorney was on the other side explaining why they had a right to recruit this broker. RITHOLTZ: No clue. HAMBURGER: No, no idea. RITHOLTZ: Right. Coast Guard.

Compliance 152

Compliance Wealth Management Clients Management 152