The Big Picture

MAY 6, 2023

Salisbury brings a thoughtful, global perspective to managing assets and liabilities on behalf of institutional and individual clients around the globe. He explains how the firm has grown its business by offering a comprehensive set of solutions to clients. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 303

Wealth Management Assets Management Clients 303

Sara Grillo

APRIL 11, 2023

Download this Excel sheet below for free to get a template for a financial advisor income statement and financial advisor balance sheet. Financial Advisor Income Statement Before you download this financial advisor income statement template below, here are a few things to keep in mind. Download these templates! My name is Sara.

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

The Big Picture

SEPTEMBER 3, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. Citi Global Wealth manages more than $800B in Client Assets, and North America accounts for about half of that business. All of our earlier podcasts on your favorite pod hosts can be found here.

Wealth Management 311

Wealth Management Banking Accounting Management 311

The Big Picture

MAY 20, 2023

The firm manages about $145 billion in client assets and is the world’s largest publicly traded hedge fund. You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. All of our earlier podcasts on your favorite pod hosts can be found here.

Compliance 312

Compliance Communication Government Banking 312

The Big Picture

OCTOBER 15, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. in client funds. He also explains what it was like working with Jack Bogle other legendary Vanguard CEOs. All of our earlier podcasts on your favorite pod hosts can be found here.

Financial Advisor 305

Financial Advisor Education Retail Management 305

The Big Picture

APRIL 8, 2023

” Buffett doesn’t have to worry about his clients asking tough questions because his clients are the actuarial tables. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg.

Valuation 306

Valuation Insurance Numbers Portfolio Management 306

Nerd's Eye View

AUGUST 8, 2022

For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. scheduling a complimentary consultation or downloading a free sample financial plan). Read More.

Communication 245

Communication Consulting Clients Numbers 245

Nerd's Eye View

FEBRUARY 6, 2023

For which Elements has positioned itself as an early leader that is now gaining momentum.

B2B 246

B2B Financial Advice Clients Planning 246

Nerd's Eye View

AUGUST 8, 2022

For financial advisors, effective messaging often tells the story of how their advisory practice serves clients, with the intent to resonate with the audience and inspire them to engage with the firm. scheduling a complimentary consultation or downloading a free sample financial plan). Read More.

Marketing 241

Marketing Marketing Communication Consulting 241

The Big Picture

SEPTEMBER 10, 2022

This week, we speak with Kristen Bitterly Michell, Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan.

Financial Advice 200

Financial Advice Clients Investing Investments 200

The Big Picture

JULY 1, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Bloomberg , Stitcher , Google , and YouTube. trillion dollar in client assets. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Distribution 200

Distribution Clients Management Investing 200

Nerd's Eye View

JULY 25, 2022

Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!

Financial Planning 244

Financial Planning Education Estate Planning CFP 244

The Big Picture

FEBRUARY 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. billion in client assets, and has created over $11 billion of net P&L across all strategies since its 2005 inception. All of our earlier podcasts on your favorite pod hosts can be found here.

Management 200

Management Investing Investments Wealth Management 200

The Big Picture

MAY 31, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets.

Asset Allocation 189

Asset Allocation Math Portfolio Management Engineering 189

Million Dollar Round Table (MDRT)

JANUARY 8, 2023

By Antoinette Tuscano, MDRT Content Specialist Why be like every other financial advisor in your area when you can be unforgettable to clients? Get noticed, boost your referability and build relationships with clients. I was having a problem with clients and prospects frequently canceling Zoom meetings with me.

Clients 98

Clients Media Food Financial Advisor 98

The Big Picture

MARCH 8, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Mark Wiedman, BlackRock’s Head of the Global Client Business. The firm manages over $10 trillion in client assets.

Government 173

Government Assets Management Clients 173

Trade Brains

AUGUST 17, 2024

List of Biggest Stockbrokers in India 2024: In this article, we are going to look at the 15 Biggest Stockbrokers in India based on their total number of unique active clients. And this leads to a lot of trouble for their current clients. You can also download the spreadsheet available on this page to analyze the stockbrokers further.

Clients 98

Clients Numbers Startup Accounting 98

The Irrelevant Investor

SEPTEMBER 6, 2021

We just crossed 10 million downloads, so it's a good time to reflect on what we learned on this journey. I'm not on the phone with clients all day. The post 10 Million Downloads appeared first on The Irrelevant Investor. Ben and I started Animal Spirits in November 2017. It's hard to believe it's been 4 years.

Communication 52

Communication Financial Advisor Clients Investing 52

Indigo Marketing Agency

MAY 30, 2023

Be sure to send photos and thank you messages after client events. Leverage Case Studies Case studies highlight the types of clients you’ve helped, the challenges they faced, and the solutions you created. They help prospects understand the type of client that you serve and how you interact with them.

Marketing 52

Marketing Marketing Clients Communication 52

The Big Picture

AUGUST 27, 2022

Even during downturns like the Great Financial Crisis in 2008-09 and the Pandemic in 2020, VG received substantial client inflows. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. Once they come to Vanguard, they never leave.

Assets 217

Assets Management Clients Marketing 217

The Big Picture

AUGUST 9, 2024

Statman believes Financial Advisers should also serve their clients as “Well-Being Advisers.” You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Financial Advising 173

Financial Advising Wealth Management Portfolio Management Investment Advisor 173

The Big Picture

JANUARY 19, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The digital investment advisor manages over $40 billion in assets for 800,000 clients. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday.

Startup 182

Startup Investment Advisor Investing Investments 182

The Big Picture

AUGUST 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The firm manages $26B in client assets via a bottoms-up stock selection. A list of his favorite books is here ; A transcript of our conversation is available here on Tuesday.

Assets 173

Assets Management Investing Investments 173

The Big Picture

FEBRUARY 25, 2023

Today, they have 1,800 employees worldwide serving 800 institutional clients, and their wholly owned portfolio company employ 250,000 people. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. The firm has invested $195 billion since 1996.

Assets 37

Assets Consulting Management Investing 37

Indigo Marketing Agency

MARCH 19, 2025

Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services. Financial services can be complex in the mind of our audience, and if potential clients have to decode your message, theyll keep scrolling. When crafting ad copy, clarity should always come before creativity.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Nerd's Eye View

MARCH 25, 2024

While a great deal of work is involved in the logistical planning of organizing a retreat (e.g., While a great deal of work is involved in the logistical planning of organizing a retreat (e.g.,

Planning 246

Planning Taxes Management Clients 246

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. SALISBURY: At the simplest level we manage money for our clients. Three main client segments. SALISBURY: Look, every client is different. What do they focus on?

Assets 299

Assets Clients Investing Investments 299

The Big Picture

NOVEMBER 4, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. trillion in client assets. _ Merely throwing that cash into safe 10-Year Treasuries yielding 4.5-5% 5% makes Tether one of the world’s most profitable companies.

Numbers 189

Numbers Assets Management Accounting 189

The Big Picture

OCTOBER 14, 2023

Orbis partners are the single largest investor group in their own funds, paying the exact same fees, making them fully and unusually aligned with their clients. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Investing 182

Investing Investments Startup Management 182

The Big Picture

APRIL 1, 2023

This puts the company on the same side of the table as their clients, while giving the firm the potential for equity-level returns when companies do well. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg.

Assets 173

Assets Management Valuation Investing 173

Tobias Financial

MARCH 16, 2025

Download it here. This is a representation of a general case scenario, however individual client timeline and experience may vary due to ones unique circumstances. To guide your review, heres a checklist covering over 25 important considerations. Lets make sure your strategy continues to support your financial goals!

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

The Big Picture

OCTOBER 28, 2023

trillion in client assets. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He has written papers on topics concerning investment trends in late-stage growth and small-cap equity portfolios and is a chartered financial analyst.

Management 147

Management Investing Investments Portfolio 147

Advisor Perspectives

MAY 8, 2024

Just as you lead a client to make the right investment choices, your web site should guide visitors towards taking a desired action, such as making a phone call, scheduling a meeting or downloading a resource.

Clients 56

Clients Investing Investments 56

The Big Picture

NOVEMBER 11, 2023

trillion in client assets. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. PGIM is one of the world’s largest asset managers, running $1.27 Being able to explain the strategies, risks and potential upside is the key to that success.

Startup 162

Startup Assets Management Banking 162

Tobias Financial

FEBRUARY 5, 2025

Edgars leadership has strengthened our firms market position, and his contributions go beyond fiduciary responsibilities – helping us serve our clients with excellence while fostering a culture of integrity and innovation. Please join us in celebrating this well-deserved recognition! Congratulations, Edgar!

Nonprofit 52

Nonprofit Financial Advisor Accounting Management 52

Tucker Advisors

AUGUST 16, 2021

Client Appreciation Events: A Guide For Every Financial Advisor. Click the links below to jump to a client appreciation event page section specific to your needs. Why throw a client appreciation event? Client Event: What makes a good one? Client event examples. Client event follow up. Table of Contents .

Clients 52

Clients Financial Advisor Planning License 52