Walkner Condon Financial Advisors
JUNE 2, 2023
Making More Room for Women in the Financial Planning Profession The CFP Board’s Women’s Initiative wrote a white paper titled Making More Room for Women in the Financial Planning Profession. The first being an increase in the number of women actually filling those professional roles, which I previously discussed.
The Big Picture
SEPTEMBER 19, 2023
One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Midstream Marketing
SEPTEMBER 24, 2019
They spend hours writing articles and finally hit that “Submit” button… only to not get anywhere near the number of leads that they thought they would. This is true, but keep in mind that there are also MANY sales funnels out there – and many other forms of deliverables like white papers and books, too.
The Big Picture
MARCH 12, 2024
So a lot of the headline names, you see a lot of the stories you see about, about the financial crisis, a significant number of, of those investors we were helping in security selection, modeling, and analytics. You’re actually crunching a lot of numbers. That OER number was calculable four months ago. I never remember it.
The Big Picture
OCTOBER 31, 2022
It’s sold ungodly numbers of copies, and is on everybody’s best finance books of all-time list. We wrote a white paper that was associated with it. When a professor says, “Come in, we’ll talk about the assignment,” and you come in and say, “I’ve already crunched the number. It makes sense for me.
Expert insights. Personalized for you.
98 
Let's personalize your content