Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

The Big Picture

APRIL 11, 2023

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? DAMODARAN: — as an economic phenomenon.

Valuation 298

Valuation Education Numbers Government 298

Sara Grillo

SEPTEMBER 12, 2022

Prior to joining Advocacy Wealth Management in 2022, Robert served in a variety of positions at Fidelity Investments and Morgan Stanley as a Financial Consultant. Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal Financial Planning at Kansas State University.

CFP 80

CFP Financial Planner Ethics Financial Planning 80