The Big Picture

OCTOBER 1, 2023

My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. He disclosed none of these activities on his annual disclosure forms, an obvious violation of federal ethics law.

Ethics 130

Ethics Medicine Medical Accounting 130

The Big Picture

OCTOBER 12, 2023

New York Review of Books ) • What Do We Owe the Octopus? Wired ) • For Supreme Court, ethics have become the elephant in the courtroom : Reports about some justices hobnobbing with billionaire friends on lavish trips and maintaining ties to those who have business before the court have become the elephant in the courtroom.

Ethics 130

Ethics Financial Services Economy Management 130

Nerd's Eye View

FEBRUARY 13, 2024

We also talk about how Melody invested early, at least relative to her revenue and profits, in business coaches and her own employees in order to sustain the service model that would meet her own standards, why Melody decided to hire with a focus on character over technical skills, reasoning that while she could teach paraplanning work, she couldn't (..)

Clients 130

Clients Certified Financial Planner Financial Advisor Financial Planner 130

Abnormal Returns

FEBRUARY 4, 2023

wsj.com) De-extincting species raises all manner of ethical questions. newatlas.com) Six insights from Jamie Kreiner's new book “The Wandering Mind: What Medieval Monks Tell Us About Distraction.” (sciencedaily.com) Cleaning up 'forever chemicals' is no small thing. grist.org) Science Lidar keeps unearthing new ancient cities.

Media 130

Media Medicine Ethics Financial Advising 130

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Nearly $1.04billion in bank loans and cash that the books showed was nonexistent. How were Satyam books cooked? The gap was simply too big to fill!

Banking 131

Banking Accounting Ethics Sales 131

The Big Picture

AUGUST 29, 2022

He is the author of several books, most recently, “The Bogle Effect,” how John Bogle and Vanguard turned Wall Street inside out and saved investors trillions. BALCHUNAS: Yeah, institutions, which came in handy later in my — when I wrote my first book. And I asked everybody, (inaudible) people for this book. RITHOLTZ: Yes.

Assets 173

Assets Management Marketing Marketing 173

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. You can check out his podcast and books for more info. He published his first book, Making Money Simple , in 2019. Learn more about Grace on LinkedIn. Taylor Schulte .

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Steve Sanduski

JUNE 25, 2024

Bailey, Bradley Rettler, and Craig Warmke , philosophers, Bitcoin enthusiasts, and coauthors of the new book Resistance Money: A Philosophical Case for Bitcoin. And a lot of people have ethical qualms about it, and that’s really what our book is about. Guests: Andrew M.

Ethics 64

Ethics Government Financial Advisor Assets 64

Clever Girl Finance

FEBRUARY 12, 2023

All you need are a few tools, a good work ethic, and an entrepreneurial spirit. Definitely check out our list of best side hustle books as well!). You can book clients according to your schedule and make money from doing something you enjoy. The possibilities are endless! Be a wedding photographer Do you take amazing pictures?

Advertising 92

Advertising Clients Media Electronics 92

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Harness Wealth

AUGUST 17, 2023

Table of Contents Understanding Client Ownership and Ethics Can You Take Clients With You When Leaving a Tax Firm? Buy Out Your Book of Business It’s not always possible, but there are certain employment contracts that senior managers and partners have with accounting firms that allow them to buy out their tax clients.

Taxes 52

Taxes Clients Ethics Accounting 52

Clever Girl Finance

JULY 8, 2024

All you need are a few tools, a good work ethic, and an entrepreneurial spirit. And be sure to check out our list of best side hustle books as well!). You can book clients according to your schedule and make money from doing something you enjoy. The possibilities are endless! Let’s get into it!

Clients 95

Clients Advertising Media Planning 95

The Irrelevant Investor

SEPTEMBER 23, 2018

Josh and I spoke about A World Lit Only by Fire , which is a book that Jim Chanos recommended on Barry's podcast. This book is a deep dive into how people lived during medieval times. Below are parts of the book that we referenced in the video. Next time we'll cover Lake Success.

Ethics 52

Ethics 52

Midstream Marketing

DECEMBER 10, 2024

When you create different client profiles, you will see which marketing tactics work best for your book of business. It’s vital to follow the marketing rule for ethical practice. Emphasizing Ethical Practices and Client-Centered Approaches For financial advisors, being ethical is very important.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

APRIL 19, 2024

Look for good character and work ethic. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You can find them on LinkedIn. Look for career changers who have client service and sales experience in a different industry. They can learn the financial skills.

Financial Advisor 52

Financial Advisor CFP Ethics Retirement 52

The Better Letter

MAY 30, 2024

Amazon has long been the best place to find the books you’re looking for. And when you look at or buy a particular book, you get instant recommendations of similar books. 1 But, of course, we need to try these new books and try-on such new ideas. Interesting new book. It’s simple and easy to use.

Education 89

Education Numbers Medicine Ethics 89

Brown Advisory

JULY 16, 2015

For further information, readers are encouraged to study Buffett’s annual letters to shareholders available at www.berkshirehathaway.com and the book, Poor Charlie’s Almanack, a collection of Munger speeches and presentations. Buffett and Munger are great thinkers and entertaining teachers.

Ethics 52

Ethics Communication Insurance Investing 52

International College of Financial Planning

DECEMBER 9, 2024

The certification’s emphasis on ethical practices and comprehensive financial planning makes it increasingly relevant in today’s complex financial landscape. This accelerated program enables qualified candidates to obtain their certification within just 4 months. How ICOFP Can Help?

CFP 52

CFP Financial Planner Certification Certified Financial Planner 52

FMG

AUGUST 30, 2022

How to use your prospects’ natural cognitive biases to “ethically force” them to sign up for your financial services. Take a full peek at this month’s marketing insights and book a call with our team today. Book a Demo to Find Out More. Why acting like a doctor boosts your clients’ success (and lines your pockets).

Clients 52

Clients Financial Services Ethics Media 52

The Big Picture

JUNE 11, 2024

Peter is also the author of two really interesting books, the Five Mistakes Every Investor Makes, and How to Avoid Them. Barry Ritholtz : So I didn’t mean to imply that the other books were interesting, I just, those are the two most recent books I wanted to emphasize. And second, tell us what else the book is about.

Planning 162

Planning Clients Investing Investments 162

The Big Picture

JANUARY 9, 2024

You were saying that you had a code of ethics, but then your CEO was sexually harassing people. John Coates, the Harvard law professor has, has a book out called the Problem of 12 where he’s like, yeah, there’s like 12 people. Well 00:51:53 This leads me to a sort of curve ball question that was almost a book.

Retail 130

Retail Banking Math Management 130

Sara Grillo

JUNE 24, 2024

-Sara G Elan Moas Elan Moas, the owner of Moas Consulting, a firm specializing in life insurance strategies, is a 4X SEC whistleblower and author of the book, “Lapsed, The Universal Life Insurance Whistleblower.”

Insurance 59

Insurance Math Financial Advice Compliance 59

Sara Grillo

MAY 24, 2024

I’m writing a book about how to find a financial advisor who won’t ruin your life. Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research. Join this newsletter to be notified when it is out.

Financial Advisor 52

Financial Advisor Fiduciary Duty Financial Advice Financial Services 52

Clever Girl Finance

JANUARY 16, 2024

Additionally, having a job at a young age helps build a strong work ethic. Research destinations and flights, develop a budget, find places to stay, and book activities. Read a non-school book over summer break During the school year, teens are inundated with reading and homework. But that doesn’t mean putting down all books.

Budgeting 97

Budgeting Accounting Retirement Planning 97

Good Financial Cents

JANUARY 20, 2023

While flipping concert tickets may not feel ethical, money can be made with this hustle. Write an eBook If you have a story idea or are naturally creative, you can use Microsoft Word or Google Docs to write a book and turn it into a product you can sell using CreateSpace.com.

Food 105

Food Advertising Accounting Sales 105

Brown Advisory

OCTOBER 28, 2021

She is the author of the new book Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World. The project is now a digital gallery with more than 500,000 personal narratives from people all over the world, and Michele is writing a book about it.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

She is the author of the new book Saving Us: A Climate Scientist’s Case for Hope and Healing in a Divided World. The project is now a digital gallery with more than 500,000 personal narratives from people all over the world, and Michele is writing a book about it. Speakers: Katharine Hayhoe, Chief Scientist, The Nature Conservancy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Sara Grillo

JUNE 2, 2022

What about ethics? What about ethics, client focus, transparency of fees and business practices, professional licenses and credentials, absence of conflicts of interest, objectivity, promotion of fairness to client, amount of attention paid to the end clients, responsiveness to client needs. Number of employees per client?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Sara Grillo

NOVEMBER 8, 2022

Please view my Code of Ethics here (insert hyperlink). My favorite book is (name) because (say reason). I am a: (make buttons for each of your client categories that they can click). Business owner. Unilever employee. Please view my ADV Part 2 brochure here (insert hyperlink). About page. >insert designation(s).

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

Brown Advisory

SEPTEMBER 6, 2022

Traditional value investors (by which we mean low price-to-book (P/B) or low price-to-earnings (P/E) ratios) typically love a good capital cycle as it neatly explains much of the mean reversion we see across many industries. Book Club We have read a couple of great books in our book club recently.

Investing 52

Investing Investments Insurance Ethics 52

The Big Picture

DECEMBER 6, 2022

And quite frankly, because of the values that, you know, over the years, they kind of made me, I mean, because there are things like, you know, being thoughtful, being kind, work ethic, positivity, I think you learn that at home. Let’s talk about books. So I’ve always found myself going back to that book.

Clients 162

Clients Investing Investments Management 162

The Big Picture

JULY 4, 2023

I kind of feel like, you know — RITHOLTZ: Can you talk at school or — WEINSTEIN: You have to wait for the book. WEINSTEIN: Table stakes, good intellectual horsepower, work ethic, training, and a history of results. Because if you’re going to have a lot more names in your book, you also need a bigger team.

Management 147

Management Recruitment Numbers Banking 147

Trade Brains

OCTOBER 11, 2023

This method allows the company to tailor its sales strategies to the unique needs and opportunities presented by each product and region Rajgor Castor Derivatives stands out due to its adherence to ethical trade practices, transparent business transactions, and prompt delivery of products.

Pharmaceutical 59

Pharmaceutical Manufacturing B2B Ethics 59

The Better Letter

MAY 23, 2024

Truth about what matters most – love, morality, ethics – seems either elusive or nonexistent. Yuval Noah Harari may claim not to deserve credit for writing his books, but he accepts royalties all the same. Our understanding is full of gaps. Those who truly believe in a pitiless, purposeless universe, often choose suicide.

Ethics 92

Ethics Math Accounting Numbers 92

Zoe Financial

APRIL 21, 2023

ESG Investing is a strategy that allows investors to align their portfolios to businesses that uphold ethical standards and directly reflect their values. Many resources are available to comprehend ESG investing better, including articles, books, online courses, and subject-matter experts in Zoe’s Advisor Network.

Investing 40

Investing Investments Risk Tolerance Government 40

International College of Financial Planning

MAY 30, 2023

The finance industry is known for its complexity and competitiveness,where ethics play a pivotal role in determining arofessional’s In today’s rapidly evolving and economically complex world, mastering the fundamentals of personal finance is of utmost importance.

Retirement Planning 40

Retirement Planning Education Risk Management Budgeting 40

Good Financial Cents

APRIL 10, 2023

This can mean things like: Hiring a mentor Joining a mastermind group Investing in personal coaching Learning with the help of books and courses Building relationships by investing in others I like to refer to these investments as “income accelerators” because they can help you boost your income in ways other investments cannot.

Investments 110

Investments Investing Assets Accounting 110