The Big Picture

JULY 11, 2023

She’s been with the firm for decades. JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Because California finance, very different than New York finance culturally. The vest is the new uniform.

Management 215

Management Investing Investments Assets 215

The Big Picture

AUGUST 29, 2022

And when I basically don’t get to have my questions because we’re just, what about this, tell me about that. Hey, isn’t this wrong, or it just leads to all sorts of fun and interesting places. He is the Senior ETF Analyst for Bloomberg News. I have an extra special guest. He is also co-host of ETF IQ on Bloomberg Television.

Assets 164

Assets Management Marketing Marketing 164

Sara Grillo

MAY 23, 2022

For those of you who are new to my blog/podcast, my name is Sara. Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

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. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. For those of you who are new to my blog, my name is Sara. Get ready for a rumble, folks!

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. We retained your firm. RITHOLTZ: And so really, you’re saying he couldn’t keep a job, constantly looking for a new gig. It’s so great to be here. RITHOLTZ: It’s great to have you.

Compliance 154

Compliance Wealth Management Clients Management 154