us family-office-clients-0 
Sara Grillo
MAY 8, 2023
Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT.
The Big Picture
FEBRUARY 6, 2024
I actually come from a very academic family. We have doctors in the family. I actually don’t know that anyone in my family actually had a job at a private for- profit traditional company ever. But he’s just, he also came from an academic family. My father was a university professor. He had broad interests.
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The Big Picture
SEPTEMBER 19, 2023
Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. When you say you haven’t been much for bucketing, tell us what you mean by that. Tell us about that experience.
Clever Girl Finance
OCTOBER 30, 2023
In fact, more than one-third of the US workforce participates in the gig economy (that is 36% to be precise). You can set up a home office the way you want with a work from home job Not into working from a cubicle with an uncomfortable rolling chair? Average salary: Unlimited, anywhere from $0 – > $10,000 / month and beyond.
The Big Picture
JANUARY 16, 2024
Barron’s 100 most influential women in US finance, lots and lots of others. I have no family history. Barry Ritholtz : 00:03:01 [Speaker Changed] You, you anticipated one of my questions, which was, was anyone in the family in real estate? Before she moved into management, she has been on all of the big lists. All right.
Sara Grillo
MAY 23, 2022
Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. For example, in Cody’s ADV you will see that he has no discretion over any client investments. Even investment management is about moving a client into a product.
The Big Picture
NOVEMBER 14, 2023
So I worked at the third party administrator distribution arm of mutual fund family at Mass Financial. So we had clients like Chase and Citibank and JP Morgan and all of those. So you come from a long family of of attorneys. ’cause I immediately imagined getting pushback from the family. We, our name is on the door.
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