Remove Communication Remove Math Remove Numbers
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#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang

Nerd's Eye View

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. Giving an incorrect account number can delay your refund even further. How many times will he have to paint the number 8? What is it?

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Transcript: Brian Higgins, King Street

The Big Picture

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. And so there was a number of less liquid markets that made for quite wide spreads. And you know, I think ultimately there was a number of opportunities that came out.

Numbers 148
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The Top 15 Highest Paying Jobs in Consumer Services

Good Financial Cents

Despite declining overall employment numbers in the field, there are close to 400,000 job openings annually for customer service representatives, according to the Bureau Of Labor Statistics – a testament to how critical the industry is to the U.S. Technical Support Representative Salary: $57,910/year Education: High school diploma.

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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

The paper found that “Women who are outsiders to the profession do not see financial planning as primarily about: Communication Relationships Holistic Advice Instead they see it as about investment and mathematical expertise.” This finding, in addition to many more included in the paper, mirrors my own experience.

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Transcript: Kristen Bitterly Michell

The Big Picture

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. One, we also saw a record number of credit card openings in Q1 and Q2.

Clients 300
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Assets 148