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#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

Rob is the Senior Partner of NWF Advisory, a hybrid firm based in Los Angeles, California, where he oversees nearly $500M in assets under management for 200 client households. Welcome back to the 375th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Rob Schultz.

Clients 130
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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

BUCKLEY: And I was lost and I wasn’t going to go into medicine. I was trying to find a place with the same type of purpose, and I was thinking maybe I need to go back into medicine. But he said you don’t need to go into medicine for that, and then he actually suggests I go to talk this company Vanguard. BUCKLEY: No.

Clients 279
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How to Invest Your First Rs 1000 In The Stock Market?

Trade Brains

Further, for such an investment amount, you do not need to waste time diversifying your portfolio. Also read: How Many Stocks Should you own for a Diversified Portfolio? Visit the company website, check its portfolio (product/services), know who is the boss of the company, it’s future products/plans, etc.

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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

The Big Picture

Eventually leading her to a point where she’s managing quants, running about a hundred billion dollars in assets. And oh, by the way, your compensation’s gonna be tied to assets raised, which is the first time that had ever happened in my life. They are one of the world’s top 20 asset managers.

Math 130
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Pharma stock hits 5% upper circuit after reporting 353% YoY increase in net profits

Trade Brains

The company produces a diverse portfolio of 832 products, including tablets, capsules, and various pharmaceutical formulations. Trident Lifeline Limited operates through an asset-light model, partnering with contract manufacturers to produce high-quality medications. are their own, and not that of the website or its management.

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Best Dividend Stocks Under Rs 1000 – Analysis & Top Picks

Trade Brains

Best Dividend Stocks Under Rs 1000 #1 – UTI Asset Management Company UTI Asset Management Company Ltd. UTI AMC) is an Indian asset management company engaged in the business of raising funds for and rendering investment management services to schemes of UTI Mutual Fund. Keep reading to find out! Stock P/E 24.6 ROCE 17.3%

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Market Commentary: The Case Against a Stock Market Bubble

Carson Wealth

We like this definition from Forbes: A stock market bubble — also known as an asset bubble or a speculative bubble — is when prices for a stock or an asset rise exponentially over a period of time, well in excess of its intrinsic value. A diversified portfolio does not assure a profit or protect against loss in a declining market.