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. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

JANUARY 30, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. I think they’re the largest independent digital advisor that’s out there.  The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below. What was that?

Media 141

Media Wealth Management Investing Investments 141

Steve Sanduski

NOVEMBER 7, 2022

I sat down with Ben at the CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed the biggest challenges and opportunities facing financial advisors as well as his thoughts on what’s happening in the alternative investment space. 3 Challenges and Opportunities. But that won’t last forever.

Financial Advisor 97

Financial Advisor Commission Clients Financial Services 97