Nationwide Financial

FEBRUARY 17, 2023

This is also called the recency effect, or recency bias. Stock market trading is a good example of witnessing recency bias when we place more weight on the most recent positives vs. looking at a particular stock’s long-term history in the market. Then, you can utilize these notes and reflections to learn from your own behavior.

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Clients Media Management Portfolio 59

eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. People have strong reactions to any loss.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

The Big Picture

JULY 11, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Let’s talk a little bit about your background. RITHOLTZ: And by the way, that’s tough when you’re a West Coast gal, used to sunshine and nice weather, right?

Management 215

Management Investing Investments Assets 215

Harness Wealth

AUGUST 3, 2023

Leaving a career at a Big 4 (Deloitte, PwC, Ernst & Young, KPMG) or other prominent accounting firm to start your own CPA firm can be an exciting and rewarding entrepreneurial experience. In recent years, however, through technological innovation, it’s become easier than ever to chart your own path to the top.

Accounting 52

Accounting Taxes Clients Planning 52

Diamond Consultants

OCTOBER 10, 2023

The inclination to satisfy the desire to become a business owner continues to be strong, especially as the support infrastructure, product access, and upfront capital in the space keep improving. We call this calculus the “independent alpha”—or the excess beyond an advisor’s expected growth rate in a captive environment.

Math 52

Math Recruitment Consulting Clients 52

FMG

OCTOBER 14, 2022

Our team takes great pride in working with our clients to create something beautiful that stays true to the advisor and the people they serve. To demonstrate that, we’ve compiled a few of the best financial services websites to inspire your own. Financial Freedom Wealth Management Group. Peabody Wealth Advisors.

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Financial Advisor Wealth Management Wealth Advisor Clients 98

Good Financial Cents

APRIL 24, 2023

” -Brian Tracy 10 years ago, I enrolled in my first coaching program called The Strategic Coach , a program dedicated to helping entrepreneurs achieve exponential growth. My hope is that you’ll also gain some key takeaways that you can apply to your own life. Also, my online business has been going for 5 years strong.

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Wealth Management Clients Management Certification 111

The Big Picture

SEPTEMBER 19, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Let’s delve into that, starting with your background. ALBERT WENGER, MANAGING DIRECTOR, UNION SQUARE VENTURES: Well, I fell in love with computers very early on when I was a young teenager. I found this conversation to be really intriguing.

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The Big Picture

NOVEMBER 22, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. Your parent may work there. So with no further ado, my interview with Marcus Shaw.

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Indigo Marketing Agency

FEBRUARY 12, 2020

The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . But the right technology has the opposite effect.

Financial Advisor 52

Financial Advisor Financial Planning Clients Planning 52

Clever Girl Finance

JUNE 27, 2023

In today’s fast-paced world, developing good work habits is crucial for achieving success in your career. Good work habits will help you stand out, make a good impression on your employers, and in addition, leave a positive impact wherever you go. Master your time 6. Invest in your own development 8. Table of contents 1.

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Communication Planning Management Media 73

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Timing/Short-Term Historically, when our analyst team downgrades many more stocks than they upgrade over a particular month, in the following month the S&P 500® Index return has tended to be weak.

Clients 97

Clients Investing Investments Sales 97

Indigo Marketing Agency

OCTOBER 6, 2020

As millennials get older, their financial complexity keeps growing. Working with millennials might seem less desirable than serving older, high-net-worth clients. This could ensure the success of your business for decades. . Below, I explain a few things to be aware that millennial clients might need. Tax planning.

Financial Advisor 52

Financial Advisor Retirement Planning Education Financial Planning 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Historically, when our analyst team downgrades many more stocks than they upgrade over a particular month, in the following month the S&P 500® Index return has tended to be weak. As of 02/28/2023.

Clients 81

Clients Investing Investments Sales 81

Clever Girl Finance

JULY 16, 2023

Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. How to know When don’t you need a financial advisor? Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Sometimes, when it comes to your personal finances, it can be hard to apply generic advice. How to know When don’t you need a financial advisor? Financial advisors are financial professionals that guide clients, using their expertise, on what to do with their money and how to meet their long-term goals.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

OCTOBER 30, 2023

Well in this article, you’ll learn just how to find your own perfect job so you too can start making money online today! Articles related to working from home Leverage these stay at home job ideas to achieve your goals! When you check out the remote job market, some look like scams, and others ask for payment.

Recruitment 52

Recruitment Engineering Certification Communication 52

Bell Investment Advisors

JUNE 29, 2023

But if you do have a question, please submit those via your questions bar and we will follow up individually with you after the presentation. And then the third index we may refer to is actually a bond index called the U.S. My name is Laurent Harrison, Senior Investment Advisor and Financial Planner. 0:17 Ryan Kelley: Thanks.

Marketing 52

Marketing Marketing Banking Numbers 52

The Big Picture

OCTOBER 19, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. Tell us a little about your plans coming out of college. In fact, I was at a Philadelphia Career Fair when I first graduated and there was a Vanguard table there and somebody said, “Do you want to go interview at Vanguard?” I’m Barry Ritholtz.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

The Big Picture

MAY 9, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Let’s start out with a little bit of your background. But in the UK, when you qualify as a chartered accountant, first of all, you have to complete your three years training.

Assets 290

Assets Clients Investing Investments 290

Sara Grillo

JULY 18, 2022

Try this route instead and go get yourself a nice Paraplanner or Client Service Associate role at an RIA firm. I’ve come to rescue you from the terrible financial advisor jobs pitched at you by recruiters at wirehouse, bank, and insurance company “training programs.” For those of you who are new to my blog/podcast, my name is Sara.

Financial Advisor 52

Financial Advisor Recruitment Insurance Financial Planning 52

The Big Picture

DECEMBER 28, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. Let’s delve into it a little bit.

Management 180

Management Investing Investments Clients 180

The Big Picture

MARCH 5, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is not an official transcript. Let’s start though, talking a little bit about your background. 00:02:16 [David Snyderman] I played strong safety and yeah, division three is the highest level I could play up at, but I loved it.

Banking 143

Banking Portfolio Assets Investing 143

The Big Picture

OCTOBER 31, 2023

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. When did you join Wellington?  The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Really interesting. It was April of 99.

Management 154

Management Investing Investments Portfolio 154

The Big Picture

SEPTEMBER 12, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. You’ve been involved with capital markets for your entire career.

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Clients Wealth Management Investing Investments 290

Brown Advisory

MAY 12, 2020

We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns. Therefore, they try to keep it simple by focusing on businesses that deliver superior outcomes to customers.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

MAY 12, 2020

We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns. Therefore, they try to keep it simple by focusing on businesses that deliver superior outcomes to customers.

Portfolio 52

Portfolio Clients Investing Investments 52

The Big Picture

OCTOBER 17, 2023

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. And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. What is that?

Investing 130

Investing Investments Clients Management 130

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. So it’s been a couple of months, so, so let’s talk a little bit about your early career, which is kind of fascinating. She started out as an intern at, at Goldman Sachs.

Media 143

Media Wealth Management Investing Investments 143

The Big Picture

NOVEMBER 14, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ri Holtz on Bloomberg Radio. So let’s get into your background, which is really kind of interesting.  The transcript from this week’s, MiB: Linda Gibson, CEO, PGIM Quantitative Solutions , is below.

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 29, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. You could tell when you listen to this conversation that it’s two guys who know each other just BS-ing and schmoozing. And when I basically don’t get to have my questions because we’re just, what about this, tell me about that. Time to start.”

Assets 164

Assets Management Marketing Marketing 164

The Big Picture

MAY 23, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. And when we first booked you, you were like a junior analyst. This is a fascinating conversation about business growth and leadership and management and how to run a team.

Clients 154

Clients Management Engineering Investing 154

Brown Advisory

JULY 23, 2019

Berkshire Hathaway is no longer a stock that will make investors rich with outsized returns, but it should at least keep them so by earning returns competitive with the broader market over time. They answered about 50 questions during the five-hour gathering. hour sessions. The course is more how to think than what to think.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Berkshire Hathaway is no longer a stock that will make investors rich with outsized returns, but it should at least keep them so by earning returns competitive with the broader market over time. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

AUGUST 29, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. With no further ado, my interview with Vanguard CIO, Greg Davis.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

DECEMBER 19, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. So, so let’s dive into your background. This is not an official transcript.

Healthcare 154

Healthcare Portfolio Management Investing 154

The Big Picture

JULY 24, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. And then– RITHOLTZ: And by the way, for a young writer with not a lot of experience, your stuff was very tight and strong. Tell us a little bit about your research.

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Marketing Marketing Economy Valuation 130