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Unlock Success with a Financial Marketing Consultant

Midstream Marketing

They know that their marketing strategies work well and they follow important ethical and legal rules. Great Communication and Teamwork Skills: Good communication and teamwork are key for a strong consultant-client relationship. Choose a consultant who values clear communication.

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Transcript: Ramit Sethi

The Big Picture

So, I was sitting there reading Industry Standard, remember that magazine? And I was learning about money, reading all the books, all the magazines, watching the shows, and I was also studying social psychology. SETHI: Well, everybody thought they were a genius including me in 1999, 2000. RITHOLTZ: Sure. So… RITHOLTZ: Forever.

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Transcript: Eric Balchunas

The Big Picture

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. BALCHUNAS: I went to the Institutional Investor Magazine Newsletter division. So I would get — I would — I would basically use my communication skills.

Assets 174
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59
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We’re All Reasonabilists Sometimes

The Better Letter

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Liberals and conservatives alike react negatively to dissonant science communication. “It expresses who they are.”

Ethics 86