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

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

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investing 130

Investing Investments Valuation Portfolio 130

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 96

Advertising Clients Media Electronics 96

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

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 98

Clients Advertising Media Planning 98

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

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

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 Investments 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

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 98

Budgeting Accounting Retirement Planning 98

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

Good Financial Cents

APRIL 19, 2023

Sell An E-book 11. Sell An E-book: Effort Level: 5 Upfront time commitment: Upfront money commitment: Passive income probability: I wrote Soldier of Finance to help my clients and others struggling with the same financial issues over and over again. CD Laddering 6. Buy a Blog 7. Start A Blog 9. Build An Online Course or Guide 10.

Accounting 105

Accounting Investing Investments Media 105

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

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

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

Sara Grillo

DECEMBER 22, 2023

Many of these are awards they paid for, or that they got by being active and visible on social media or having a certain size book of business. 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.

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52

Inside Information

SEPTEMBER 30, 2023

The interesting thing about the journalism ‘profession’ (it’s really more of an avocation) is that we aren’t bound by any formal ethical rules or guidelines. No SEC examiners ever come into my office to check my books and records, go over my reports or see if I’m treating my audience fairly.

Advertising 40

Advertising Commission Ethics Financial Planning 40

Clever Girl Finance

DECEMBER 21, 2022

My work ethic. For more inspiration and advice on overcoming obstacles and achieving your goals , check out Bola Sokunbi's new book, Choosing to Prosper ! (Spoiler: We bet you'll start to feel a lot better about yourself by the end of the list.). Example list. Feeling stuck? For example, your list can include things like, "I like.

Budgeting 52

Budgeting Media Ethics Accounting 52

Sara Grillo

MARCH 13, 2023

According to Bak, assets don’t care about the ethics of their investors. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Iran and Russia are working together to create a Stablecoin backed by physical gold.

Financial Advisor 59

Financial Advisor Assets Management License 59

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. This will mean that the individual has successfully fulfilled the CFP Board’s requirements – education, exam, experience, and ethics – to receive this designation. Do you work well with them?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

You’ve read all the books and watched all the Youtube videos but you still don’t know where to start. This will mean that the individual has successfully fulfilled the CFP Board’s requirements – education, exam, experience, and ethics – to receive this designation. Do you work well with them?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. Another interesting book that we came across recently is the Half-life of Facts by Samuel Arbesman 3. What is the half-life of our WACC?

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investments Investing Management 52