Clever Girl Finance

JULY 12, 2023

Insurance sales agent Median insurance sales agent salary: $49,840/year Education required: High school diploma or equivalent There are all types of insurance out there , and selling these policies to clients can earn you a hefty commission. You’ll also need to be licensed in your state. There’s also a lot of paperwork involved.

Education 98

Education Certification License Engineering 98

Clever Girl Finance

JULY 13, 2022

Note that in some states, starting an interior design business requires that you have specific licensing. It's common to see self-taught professionals in the tech industry, so you can easily find resources to teach yourself web design and start seeking clients. Web design. Social media management. It's all part of the journey!

Food 122

Food Advertising Media Planning 122

International College of Financial Planning

SEPTEMBER 3, 2021

Using a search engine of your choice, type in “[your state] financial planner” and from there select from the list available. When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

Trade Brains

JANUARY 24, 2024

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). The Company offers 4 key services: Quality Engineering , Digital Assurance and engineering , Advisory , and Transformation.

Insurance 59

Insurance Clients Engineering Management 59

Trade Brains

DECEMBER 22, 2022

(AKA Western India Products Limited) is an Indian information technology, consulting, and business process services company that utilizes robotics, analytics, cloud, and other technological advancements to help their clients spread across six continents to aid and assist them to adapt to digital trends and help them adapt and thrive towards success.

Consulting 52

Consulting Marketing Marketing Engineering 52

Trade Brains

OCTOBER 4, 2023

The company serves a diverse range of sectors across India, including automotive and heavy engineering, telecom, food and agro, fast-moving consumer goods (FMCG), handicrafts, Paints, e-commerce products, garments, pharma, and dairy. The company does not have long-term contracts with shipping lines, transporters, or custom clearance agents.

Transportation 59

Transportation License Economy Engineering 59

Midstream Marketing

NOVEMBER 6, 2024

It builds trust with potential clients. When advisors share valuable content for a specific target audience, they can attract new clients. Financial advisor marketing through content marketing is a great way to attract potential clients. It helps potential clients understand tough financial topics.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Diamond Consultants

JANUARY 17, 2023

Long a hallmark of the independent broker dealer space, OSJs, in their simplest form, provide oversight for independent advisors wishing to offload the burden of compliance, including the responsibility of licensing and registration. In exchange for doing so, OSJs take an override on the advisor’s business. A Blurring of the Lines.

Compliance 52

Compliance License Engineering Management 52

The Big Picture

JANUARY 30, 2024

And so they have Paramount Plus, which is a 00:07:53 [Speaker Changed] We’re a client, we’re A subscriber 00:07:54 [Speaker Changed] Okay, there you go. That, that recommendation engine that people who liked A, B, C should also like 1, 2, 3. Net what Netflix is trying to do is serve everybody. That’s exactly right.

Media 147

Media Wealth Management Investing Investments 147

Sara Grillo

AUGUST 14, 2023

The fiduciary standard is important because it defined parameters for behaviors impacting the way that financial advisors treat their clients. A fiduciary provides advice and counsel that is solely in the best interest of the client. It’s confusing to the client and unfortunately that confusion is waged onto them on purpose.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

OCTOBER 19, 2023

But feeling like you don’t want to work anymore is your check engine light coming on. You’ll assist clients in achieving their goals, whether that’s weight loss, resistance training, or overall health care. You can take on clients on your own or work for a gym. You can work for a salon or take on your own clients.

Planning 81

Planning Clients License Wealth Accumulation 81

The Big Picture

AUGUST 2, 2022

The clients saved the company. RITHOLTZ: Amazing, just a — first of all, if you’re not a pickup guy or girl, right, it’s immense and it’s, you know, almost to the engine exactly …. ELLIOTT: Now, I hope you still listen to the radio in your supercar and not just the sound of the engine. ELLIOTT: Completely. ELLIOTT: OK.

Engineering 173

Engineering Insurance Numbers License 173

Clever Girl Finance

JULY 10, 2023

If you want to become a real estate agent , you will need to research the requirements in your state, take a course, and also gain a license. You can create your own schedule, to an extent, if it fits with when your clients can meet with you. As a DevOps Engineer, you will have a general understanding of IT programs and systems.

Engineering 40

Engineering Education Communication Medical 40

Trade Brains

MAY 7, 2023

They have established clients or customers because of their proven track record and brand name. Annual Report FY 2021-22 Talking about the recent developments, the Nepal government has provided NHPC with the license to conduct a preliminary study for the 450 MW Seti River-6 Hydropower Project. Engineering - Construction ₹28,012.82 ₹46.41

Banking 52

Banking Manufacturing Government Engineering 52

Brown Advisory

JANUARY 1, 2021

Some other recent reading has included investing history books such as the recently published Boom and Bust and the twenty year old Engines That Move Markets4. A Global History of Financial Bubbles; Alastair Nairn, Engines That Move Markets. 4 William Quinn and John D. Turner, Boom and Bust.

Investing 52

Investing Investments Valuation Economics 52

Clever Girl Finance

OCTOBER 30, 2023

As an ESL teacher, you will be able to teach English to clients in places such as Hong Kong, China, and the Middle East who are looking to improve their career prospects by learning English. Lessons can be conducted via Skype or through software belonging to agencies that hire tutors for their clients.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

OCTOBER 24, 2022

NORTON: These are portfolios that we’re creating, whether they’re individual stocks, or whether they’re multi-asset portfolios that we offer to financial advisors who in turn offer them to their clients. And so our customer base is financial advisors and their underlying clients. NORTON: They can be.

Portfolio 130

Portfolio Management Assets Investing 130

Trade Brains

JANUARY 2, 2024

The Company also secured a Technology License Agreement (TLA) with LocoNAV to integrate its proprietary telematics technology in products supplied by Minda Corp. It manufactures alternators for stationary engines, farming machinery, and tractors. During FY23, the Company announced a technical collaboration with DAESUNG , South Korea.

Planning 59

Planning Manufacturing Electronics Government 59

Tucker Advisors

SEPTEMBER 8, 2021

So, this should be a reverse-engineered calculation where you subtract Social Security benefits from your required annual retirement income, and fund an annuity to cover the difference. Our approach is that we’re trying to leave as much outside the annuity as possible but still make sure that the client has zero lifestyle risk.

Retirement Pension 52

Retirement Pension Retirement Financial Advisor Planning 52

Clever Girl Finance

JULY 15, 2023

In America, you’ll need to apply for a Sightseeing Guide license before you can offer tours. There are certifications and courses that you can take to enhance your skills and make you more desirable to potential clients. Different search engines will generate different results, so don’t just use Google.

Food 98

Food Certification Medicine Electronics 98

Ballast Advisors

JUNE 30, 2023

Large tech companies are investing billions in their quest to integrate AI-enabled features into their existing products (such as social media platforms and search engines). Ballast Advisors reserve the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Communication 40

Communication Economics Taxes License 40

The Big Picture

AUGUST 20, 2024

It also was the path for me into the asset management space, because coincidentally, Mitch Juli of Canyon Partners was researching on the internet in the early days of the internet for valuation engines and insights. We were one of the last to get what’s called a value added license to the compus stat database.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 30, 2023

And so I remember Quincy told me, if you think you’re in the music business, and you don’t own music rights, publishing rights, licensing rights. BRYANT: We’ve had over 4 million clients, and we have 245 locations in 46 states. BRYANT: No, these are just my clients who happen to be working at TSA.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JUNE 18, 2024

I, I somehow found myself invited to a MSN client retreat that Joanne was running. We over time had licensing and product development revenue. But it just, he just, so we hired him and then we hired more engineers and we hired product people and you know, we made the app functional. John Wasserman is my audio engineer.

Media 147

Media Food Advertising Investments 147

The Big Picture

JANUARY 24, 2023

They believed in building businesses and far less focused on financial engineering. And I decided, if I was going to be in corporate, I’d rather be the client than the lawyer. KLINSKY: You know, and what we were doing was basically advising Goldman clients how to take their own family businesses back off the stock market.

Investing 263

Investing Investments Numbers Banking 263

Trade Brains

NOVEMBER 26, 2023

CAMSfinserv: It is an RBI Licensed account aggregator that streamlines the sharing of asset information online between Financial Information Users (FIUs) and Financial Information Providers (FIPs). It is a leader in Plant and Product engineering services with customers across the energy, process, oil, gas, and manufacturing industries.

Recruitment 102

Recruitment Startup Engineering Education 102

The Big Picture

SEPTEMBER 5, 2023

I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank. Justin Milner is my audio engineer. RITHOLTZ: Right, that’s right.

Sales 130

Sales Numbers Marketing Marketing 130

Trade Brains

MAY 25, 2023

An important point to know here is that all the brokers- Full service or discount brokers are licensed and regulated in India by regulating bodies like SEBI. Zerodha has over +1 Crore clients and contributes to over 15% of daily retail trading volumes across NSE, BSE, MCX. Zero’+’Rodha’ where ‘Rodha’ means barrier.

Investing 98

Investing Investments Accounting Education 98

The Big Picture

APRIL 25, 2023

My first job out of law school was at a mid-sized law firm out of Princeton, New Jersey, and I would have clients who wouldn’t call when an issue arose. For most of the clients that come to us for startup work, right? They’re not losing clients. RITHOLTZ: They’re afraid of getting billed. RITHOLTZ: Right?

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

NOVEMBER 25, 2024

And I taught myself to program when I was 12 and all throughout late middle school and high school, I was programming games for my Game boy and developing game engines for the computer. Would you license these models to me? And they’d say, well, who are your clients? Corey Hoffstein : I did. Oh yeah, for sure. Can’t.

Portfolio 147

Portfolio Management Marketing Marketing 147

The Big Picture

OCTOBER 10, 2023

They went to all the other exchanges and said, we’ll sell you this and we’ll keep a kind of licensing fee, but we don’t wanna run it. They, they built, they built a better risk engine. From the client, not from F T X. My audio engineer is Meredith Frank, Atika Valbrun is my project manager.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

DECEMBER 26, 2023

And I’m sitting there like, man, I’m glad I’m not licensed yet, because, you know, the last thing I wanna do is, you know, get booted outta the business before I even start. So we service the, the global private clients. So the financial advisors are, you know, a big part of what we do. We talk to them a lot.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

JUNE 20, 2023

Talk to people who try and get licensed to do insurance things, or if there’s a failure to pay out a policy in the litigation that follows. He was one of their top clients when they were selling these bonds of slightly lower quality… RITHOLTZ: Slightly lower quality. Sara Livezey is my audio engineer. RITHOLTZ: Right.

Insurance 147

Insurance Healthcare Retail Medicine 147

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. When you were there, was it a financial engineering firm, or was it a more traditional credit finance firm? COHAN: — jet engines, making power plants. COHAN: Plenty of relevance. You know, it was just easier.

Engineering 259

Engineering Banking Numbers Management 259

The Big Picture

DECEMBER 24, 2024

Every time they would stand up a new vertical or open a new division and people forget what it was like in the nineties and early two thousands before there was an AWS you had to go out and buy a couple hundred servers and a lot of software engineers to put this together and to manage it. So it’s a license to steal.

Retail 130

Retail Advertising Taxes Numbers 130