The Big Picture

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. So I got to know the work and we would jointly make presentations to the senior management team or their board if a deal went far. I I thought you were a manager. I I thought you were a manager.

Investing 173

Investing Investments Management Numbers 173

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. So please subscribe!

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director , is below. He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. Set aside assets under management and households served as metrics for a moment.

B2C 101

B2C Clients Financial Services Financial Advisor 101

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. I thought this was an absolutely fascinating way to see the world of investment management. And I think you will also.

Assets 290

Assets Clients Investing Investments 290

Sara Grillo

NOVEMBER 14, 2022

In today’s show we’re going to be debating a variety of topics related to the retirement crisis in America, the role that financial advisors and insurance agents play, and how to harmonize the two together (if even possible, lol). He is a flat fee advisor; not a licensed insurance agent. Is selling annuities to them the answer?

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

JUNE 12, 2023

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. I am a CFA® charterholder and I used to be a financial advisor. So please subscribe! Take a typical insurance illustration.

Insurance 59

Insurance Clients Financial Advisor Math 59

eMoney Advisor

DECEMBER 13, 2022

As financial professionals find themselves competing in the same small market, many are looking at the wider wealth spectrum and targeting the mass affluent market. And although the research shows that 80 percent of mass affluent Americans have accessed digital advice, they crave human advisors.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

WiserAdvisor

JANUARY 16, 2024

Preparing for retirement is a significant life transition that demands a clear understanding of your financial situation. While everyone’s financial circumstances are unique, having a ballpark figure for expected expenses can serve as a useful guide. household was $121,700.

Retirement Planning 52

Retirement Planning Retirement Planning Financial Advisor 52

The Big Picture

AUGUST 29, 2022

But I find those to be some of the best conversations because there’s no pretense, there’s no marketing, it’s just people talking about things that genuinely interest them. What — what led to an interest in money and markets? Can’t you see the market went up or the futures? BALCHUNAS: Yes. RITHOLTZ: Yeah.

Assets 164

Assets Management Marketing Marketing 164

Sara Grillo

SEPTEMBER 26, 2022

We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. What is your opinion? Robert will be on the “for” team.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Better Letter

JANUARY 11, 2024

Every year at about this time, I outline the previous year’s load of terrible (mostly market) forecasts. Jason Zweig @jasonzweigwsj 1:32 PM ∙ Aug 18, 2022 66 Likes 12 Retweets The above is from Jason’s brilliant book, The Devil’s Financial Dictionary. What does that mean for the market?”)

Economy 94

Economy Economics Math Banking 94

The Better Letter

DECEMBER 8, 2022

Financial Gaslighting In 1821, a man named William Hart dug the first natural gas well in the United States on the banks of Canadaway Creek in my hometown of Fredonia, New York. Merriam-Webster, the dictionary people, announced its 2022 word of the year last week: gaslighting , a “word for our time.”

Management 95

Management Investing Investments Assets 95

Sara Grillo

FEBRUARY 13, 2023

Ellen Quigley , Special Adviser to the Chief Financial Officer (Responsible Investment), University of Cambridge and Senior Research Associate (Climate Risk & Sustainable Finance), Centre for the Study of Existential Risk, University of Cambridge. I am a CFA® charterholder and I used to be a financial advisor.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

APRIL 25, 2023

Now, full disclosure, Ritholtz Wealth Management has been around a decade. You turned out to be the first dual economics financial management major at Quinnipiac. I saw myself, if anything, maybe doing product wholesaling, getting involved in financial product structuring, but I didn’t really see a clear path.

Compliance 154

Compliance Wealth Management Clients Management 154

The Big Picture

DECEMBER 26, 2023

I, but I managed to jumped my score, right. And I remember when he was studying for the series seven in the movie, he’s like, he’s realizing, wait a second, you know, they’re, they’re doing things that are not right. So the financial advisors are, you know, a big part of what we do.

Marketing 154

Marketing Marketing Financial Advisor Clients 154

The Big Picture

NOVEMBER 21, 2023

00:06:21 [Speaker Changed] Well, the truth of the matter is, I was lucky enough when I came back from studying overseas to work for an incredible statesman, Indiana Senator Dick Luger was 19 90, 91. I had an appetite for both the public markets and the venture markets. I started thinking about public market investing.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

NOVEMBER 15, 2022

?. The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi , is below. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. DAVE NADIG, FINANCIAL FUTURIST, VETTAFI: I mean, mostly I got coffee at the beginning.

Management 270

Management Assets Portfolio Investing 270