The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. And again, I ended up in the financial services audit practice at KPMG. Let’s start out with a little bit of your background.

Assets 300

Assets Clients Investments Investing 300

The Big Picture

JULY 4, 2023

What were your early career plans? Their mainstay financial services practice, which was banking and equities, fell off a cliff. RITHOLTZ: So you launch your own firm IDW in 2003. Elliott just created an investment committee in 2021, I think precisely to get things ready for succession planning.

Management 148

Management Recruitment Numbers Banking 148

The Big Picture

SEPTEMBER 10, 2024

Was investing always the career plan? I mean, you know, my mom was a financial advisor in the early eighties. I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. You get A B, BA from University of Michigan [Go Blue!],

Valuation 163

Valuation Clients Investments Investing 163

Carson Wealth

FEBRUARY 24, 2025

President Eisenhower once said, Plans are useless, but planning is everything. Have a plan for the next time things are bad out there. Or will you use it as a time to follow your plan? However, its lower than the minimum we saw during the 2003-2007 expansion cycle. Are you going to panic?

Marketing 83

Marketing Marketing Economy Planning 83

NAIFA Advisor Today

NOVEMBER 12, 2024

He led NAIFA as the association’s national President during the 2002-2003 term and served as the Life Happens Board Chair in 2008. As NAIFA President, he formed and led NAIFA’s 2002 Transformation Task Force, which developed a strategic plan focused on delivering legislative advocacy and bottom-line benefits for NAIFA members.

Strategic Planning 52

Strategic Planning Recruitment Financial Services Insurance 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. It was not our plan. And it was a 2003 and we lived in Paris. But that being said, it is still the case that if there is uncertainty, that does obviously have implications for business planning, for household planning. And this was in 2005. We all enjoyed it.

Economy 258

Economy Banking Economics Taxes 258