The Big Picture

MARCH 25, 2025

And so one of the things that we’re looking at in one of our divisions at O’Shaughnessy Ventures right now is voice software AI that does stress analysis on any type of media. 00:41:56 [Speaker Changed] Why a book, why not some other media? It was, we wanted to have the absolute best software for the way we managed money.

Management 147

Management Numbers Investments Investing 147

Sara Grillo

JULY 8, 2022

No joke, there are alot of morons in the business who are salespeople in disguise and just sit around golfing all day while earning trailing commissions off their clients to whom they sold whole life insurance 20 years ago. Check emails, social media to respond: 15 minutes. hours / 50% client or prospect meeting & client prep 1.5

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfolio management. Also, follow our YouTube channel or other social media accounts for more financial planning tips.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Sara Grillo

NOVEMBER 14, 2022

Are commissions bad? Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Are commissions bad? Macchia says that agents would be happy to take even a small commission. Sara’s upshot.

Insurance 59

Insurance Retirement Financial Advisor License 59

ClearMoney

JANUARY 4, 2022

The media was filled with debates about where inflation would go, what was causing it, how long it might last, and what could, or should, be done in response. (An UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Marketing 52

Marketing Marketing Commission Government 52

Trade Brains

DECEMBER 6, 2023

Bikaji is looking forward to endorsing the brand by marketing through social media, movie sponsorships, and expansion of business through acquiring market share from getting distributors onboard, releasing more products in the pipeline, and increasing presence across India as their presence is highly concentrated in the North region.

Food 59

Food Management Marketing Marketing 59