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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

BUCKLEY: And I was lost and I wasn’t going to go into medicine. I was trying to find a place with the same type of purpose, and I was thinking maybe I need to go back into medicine. But he said you don’t need to go into medicine for that, and then he actually suggests I go to talk this company Vanguard. BUCKLEY: No.

Clients 279
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How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

Further, for such an investment amount, you do not need to waste time diversifying your portfolio. Also read: How Many Stocks Should you own for a Diversified Portfolio? There are a number of companies that you might have heard about from childhood and might already know a lot about it.

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Bracketology (2025 Edition)

The Better Letter

In 2019, submitting a hastily filled in bracket – and under the influence of cold medicine – Nigl predicted the first 49 games of the tournament correctly (into the Sweet Sixteen) before seeing his streak snapped. And about 60 percent of national champions are one of the four number one seeds.

Numbers 75
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Maitreya Medicare IPO Review – GMP, Price, Details & More

Trade Brains

These include Cardiology, Urology, Oncology, Laparoscopic Surgery, Neurology, Neurosurgery, Spine Surgery, Nephrology, Gastroenterology, Gastrointestinal surgery, Cardiothoracic Surgery, Oncosurgery, Orthopedic Surgery, Gynecology and high-risk Obstetrics, Hepatocellular Billary Surgery, and Critical Care Medicine among others.

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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. Thanks to the miracles of modern medicine, lifespans are expanding, with the pandemic caveat.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. So at our firm, putting portfolio managers in front of prospects and clients, we constantly have to train them, give them presentation training. That is p gm.

Math 130