Nerd's Eye View

JULY 18, 2022

Amid estimates that nearly 40% of all financial advisors are likely to retire in the next 10 years, the need for a new generation of advisor talent is clear.

CFP 246

CFP Recruitment Sales Certification 246

Mr. Money Mustache

APRIL 18, 2021

After all, the only way to renew a drivers license or a passport (or a medical license for that matter) is to dive head first into the ridiculousness and grin and bear it for the sake of the end goal. And my son happens to be sitting in an unusual but still promising (I hope) little corner of it.

Education 52

Education Math Engineering License 52

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. License Your Music 13. One solution would be to license your music. Passive Income is all about protecting your time. What Passive Income is not. This is active income. Side hustles.

Accounting 105

Accounting Investments Investing Media 105

Good Financial Cents

JULY 11, 2022

If you’re unsure what multi-level marketing is, it’s a term used to describe any business model that rewards people for sales and recruiting others to work beneath them. To get started, you’ll need to pass a background check and have a valid driver’s license and auto insurance. For starters, I have a 401(k) through my business.

Financial Advisor 116

Financial Advisor Accounting Insurance Media 116

The Big Picture

AUGUST 4, 2024

Retailers and rewards programs don’t actually need to scan a copy of your driver’s license, so don’t let them. The Trace ) • The 3 Biggest Mistakes You Can Make With Your 401(k) : Here is what experts say are the costliest stumbles people make with their retirement savings accounts — and how to get back on course. (

Recruitment 147

Recruitment Retail License Wealth Management 147

Diamond Consultants

DECEMBER 20, 2022

With recruiting particularly active at Morgan Stanley and UBS, advisors demonstrated that it’s still the right model for many of them. That is, placing greater focus on building a business with the end in mind, even if it meant eschewing a significant recruitment package.

Recruitment 59

Recruitment Compliance Wealth Management Banking 59

The Big Picture

APRIL 25, 2023

There’s not significant licensing, you know, that that takes place. Because I’ll ask them, I’ll say, “Hey, Barry, do you know John’s time horizon until he wants to retire?” HAMBURGER: And you can scale it down to a single user license. Now you buy a license. RITHOLTZ: No clue. RITHOLTZ: Meaning?

Compliance 162

Compliance Clients Wealth Management Management 162