Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Investment bankers also need to be able to work long hours, as they often have to travel to meet with clients. Senior Accountants. Investment Banker.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. And those folks are very often my clients. It pushes valuations higher over time.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. ’cause you have to sell that product to clients. And so it’s, it’s a little bit different in, you are not dealing with the client.

Banking 147

Banking Investments Investing Assets 147

Brown Advisory

DECEMBER 1, 2023

2023 Year-End Planning Letter: Reflections and Perspectives ajackson Fri, 12/01/2023 - 08:06 The end of the calendar year is always a good time to reflect—about the past and what it might mean and about the future and what our best path forward might be. How do I/we: help make our family’s relationships stronger and more resilient?

Planning 52

Planning Strategic Planning Taxes Clients 52

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. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: Plenty of relevance. COHAN: Did a ton of deals.

Engineering 259

Engineering Banking Numbers Management 259