International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

The Big Picture

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. And at the SAC Capital, it was all about risk management. VASSALOU: Yes.

Assets 173

Assets Management Marketing Marketing 173

Trade Brains

SEPTEMBER 26, 2024

The company, in consultation with joint global coordinators and book-running lead managers, will finalize the minimum bid lot and price band. Financial services became the backbone of India’s growth. The price per equity share will be determined closer to the offer date. The IPO will constitute 22.5%

Compliance 90

Compliance Banking Management Risk Management 90

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. I’m sure you remember this as well in terms of the bond market, whether you were looking at structured products, bonds, this idea that, hey, it’s issued by this bank, that bank, well-known diversified financial services institution. I’m talking about diversified financial services.

Clients 299

Clients Wealth Management Banking Investments 299

Trade Brains

MARCH 11, 2024

Price to Book Value 4.35 Price to Book Value 4.35 It is experienced in solving problems related to global trade, supply chains, and modernizing finance & risk management. Price to Book Value 6.78 Price to Book Value 1.81 Price to Book Value 1.81 .) ₹55,842.00 Stock P/E (TTM) 28.47 Market Cap (Cr.)

Banking 59

Banking Financial Services Consulting Retail 59

Indigo Marketing Agency

JANUARY 24, 2024

You can check out his podcast and books for more info. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can check out his X (Twitter) feed here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

You can check out his podcast and books for more info. Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. You can check out his X (Twitter) feed here.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Trade Brains

MAY 17, 2024

Fundamental Analysis Of Cholamandalam Investment & Finance Company – Company Overview Established in 1978, Cholamandalam Investment and Finance Company Limited (also known as Chola) is the financial services & lending arm of the Murugappa Group. Lakh Cr worth of Assets under Management (AUM). Market Cap (Cr.)

Investments 59

Investments Investing Planning Assets 59

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital is a diversified financial services platform in India. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Keep reading to learn about the company. crore – 2.4

Retail 52

Retail Risk Management Assets Management 52

Trade Brains

SEPTEMBER 18, 2024

The company maintains a robust credit assessment and risk management framework, which has helped manage defaults and non-performing assets effectively. The company has experienced significant growth, with its Assets Under Management increasing to Rs. Book Running Lead Manager: Hem Securities Limited.

Financial Services 52

Financial Services Assets Sales Risk Management 52

Indigo Marketing Agency

JANUARY 17, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of my personal heroes and mentors. He holds a Ph.D.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

The Big Picture

NOVEMBER 14, 2023

00:02:59 [Speaker Changed] I was not, I was waitressing one summer, my final summer after my senior year and a friend called and said, I just interviewed with the financial services company. It was Mass Financial Services. Didn’t really think about going into financial services.

Math 130

Math Management Insurance Assets 130

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point. Lee holds a Ph.D.

License 52

License Certified Financial Planner Financial Advisor CFP 52

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. And we’ve talked about whether we go deeper on existing strategies, we build new businesses, we find somebody who can help him more as almost a co-CIO with risk management, with the investment process. WEINSTEIN: Exactly.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. How about books? 00:44:18 [Speaker Changed] You know, I always like Michael Lewis books. You remember, remember this book is one of my favorites, you know, memos from the Chairman by Alan Greenberg. That that was a great book. Interesting.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

APRIL 18, 2023

RITHOLTZ: Who, by the way, we were supposed to have on the show, and a little thing called COVID came along and interrupted us, like, literally, that end of March, beginning of April, when his book came out — BARATTA: Yeah. You saw it in the financial services sector. In 2006, ’07, ’08, you saw the financial crisis.

Assets 162

Assets Investments Investing Valuation 162

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. And I had written that first book about hedge funds, which led me- RITHOLTZ: In 2016, right?

Management 130

Management Investments Investing Government 130

Sara Grillo

APRIL 10, 2023

This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. Lee holds a Ph.D.

Investments 52

Investments Investing CFP Financial Advisor 52

The Big Picture

MAY 23, 2023

And when we first booked you, you were like a junior analyst. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Let’s talk about some of your favorite books and what you’re reading lately.

Clients 162

Clients Management Engineering Investments 162

Tucker Advisors

SEPTEMBER 27, 2021

As Time reported in 2008, insurance companies on the whole placed only about 10 percent of their investments in real estate and mortgages, risk categories that inflicted significant losses to banks that were more heavily invested in them. How to Grow on Twitter as a Financial Advisor. Maximizing Your Next Live Event with Brad Smith.

Insurance 52

Insurance Banking Financial Advisor Investing 52

Sara Grillo

AUGUST 14, 2023

Flat fee advisors Advice only planners Hourly financial advisors I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. I really don’t.” – Derek Robinett.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

The Big Picture

OCTOBER 19, 2022

RAMPULLA: Charlie Ellis, another one, you know, The Loser’s Game, his book there. They have a risk management technology. How do you guys think about risk management? We have a really good risk management tool as well. It’s through our portfolio and analytics and consulting service.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

Brown Advisory

SEPTEMBER 25, 2023

To achieve this, active managers, supported by specialist research teams are key to mitigating the risks, selecting the best opportunities and taking advantage of any volatility for an attractive entry point. It includes those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values.

Portfolio 52

Portfolio Clients Management Investing 52

The Better Letter

JANUARY 26, 2024

In late 2008, Dent published another book, The Great Depression Ahead: How to Prosper in the Crash Following the Greatest Boom in History , moving into the “doom and gloom” business. He missed this one, too. At the GFC bottom, March 9, 2009, the Dow traded at 6,547. .” ” Real fear comes with names, faces, and a story.

Assets 105

Assets Valuation Management Marketing 105

Trade Brains

MAY 25, 2023

Zerodha Varsity offers free modules on Technical analysis, fundamental analysis, futures, options, risk management, trading psychology & more. Zerodha is a zero-debt financial services company. There is no credit risk, less than 5% of Zerodha’s own capital is lent to customers in any form.

Investments 98

Investments Investing Accounting Education 98

Indigo Marketing Agency

JANUARY 25, 2025

His workshops, PBS specials, and books help financial professionals master tax-efficient strategies for their clients. His bestselling books, including Radical Relevance , and coaching programs offer advisors proven strategies to attract ideal clients and communicate their value effectively. Follow him on LinkedIn.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? Gary Cohn ] 01:48:06 [Speaker Changed] Yeah, I don’t read a lot of books. Come see me.

Taxes 280

Taxes Banking Clients Management 280