CFP Financial Advisor Math 
Nerd's Eye View
FEBRUARY 21, 2023
Welcome back to the 321st episode of the Financial Advisor Success Podcast ! Danqin is a Lead Advisor for Austin Asset, an independent RIA based in Austin, Texas that oversees more than $1.3 My guest on today's podcast is Danqin Fang. billion in assets under management for nearly 400 client households. Read More.
The Better Letter
MARCH 16, 2023
The maths are exactly the same. These sorts of math problems are the focus of this week’s TBL. Math Problems As this TBL goes live, just 16 games and one day of the NCAA Tournament are in the books, yet my bracket is a mess. We notice the unlikelihood of 100 in a row because of the pattern. Thanks for reading. quintillion.
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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. CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention.
Sara Grillo
MAY 16, 2022
I’m pleased to present you with a list of low cost financial advisors! I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. List of low cost financial advisors. Jon Luskin, CFP.
The Better Letter
MARCH 18, 2025
Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.
Darrow Wealth Management
SEPTEMBER 7, 2023
Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation.
The Better Letter
MARCH 14, 2024
Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.
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