Walkner Condon Financial Advisors

JUNE 2, 2023

Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. In 2022, nearly 42% of the externships participants were women. Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. The best tenants are not going into a building that does not have an ESG certification. And I, I think that I kind of triangulated on it. I have no family history. I knew I wanted to do something in business.

Assets 264

Assets Investing Investments Management 264

Good Financial Cents

MARCH 15, 2023

With customer call volumes growing by 61% in 2022 , it’s more important than ever to keep tabs on your employees by setting goals, tracking progress, and providing training to new hires. You must also possess solid math and cash-handling skills and be able to multitask.

Communication 69

Communication Education Retail Banking 69

Good Financial Cents

APRIL 14, 2023

something percent being paid on savings accounts, or >1% being paid on 12-month certificates of deposit. Note: On July 13, 2022, Celsius Network and certain of its affiliates filed for voluntary Chapter 11 bankruptcy. Skills Needed: Training, experience, and certifications in any common trade or skill.

Accounting 91

Accounting Communication Investing Investments 91

The Better Letter

FEBRUARY 8, 2024

Subscribe now Share The Better Letter Get more from Bob Seawright in the Substack app Available for iOS and Android Get the app TRIGGER WARNING: I’m going to do some sports math nerding-out this week. Education is an abstraction, he said; it’s about certificates and accreditation. Learning is different.

Numbers 93

Numbers Education Management Math 93

Clever Girl Finance

OCTOBER 17, 2023

Bookkeeping, auditing, or accounting clerk Median yearly wage, according to the Bureau of Labor Statistics: $45,860 This career can work out well if you are good at math and numbers. Skilled at an academic subject like math or English? Typically, you’ll keep track of and produce financial records. For example, do you love pets?

Taxes 52

Taxes Numbers Math Budgeting 52

The Big Picture

JULY 29, 2024

And I believe that the CFP, the certification for financial planners is a great indication of the quality and education advisors have and can deliver to their clients. 00:58:43 You know, it’s funny, people freaked out during 2022 stocks and bonds both down the following year. Tell us a little bit about what you do with them.

Clients 147

Clients Portfolio Financial Advisor Investing 147