Sara Grillo

OCTOBER 31, 2022

It’s also important to understand the conflicts-of-interest that a financial advisor’s business model may present, because these may bias the benefit of the service in the advisor’s favor rather than yours. You should check the advisor’s CRD number and see if it matches what they sent you. Ethics matter. 1 Disclosures.

Financial Advisor 110

Financial Advisor Commission Clients Compliance 110

Trade Brains

JANUARY 20, 2023

A Case Study on ‘Satyam Scam’ Accounting Scandal: When the 2008 recession hit the world, India was not only going through a financial crisis but also an ethical crisis. Mr Raju used his personal computer to create a number of bank statements in order to inflate the balance sheet with cash that simply did not exist.

Banking 131

Banking Accounting Ethics Sales 131

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. Building Relationships: Beyond the numbers and charts, their profession’s heart is the bond they share with their clients. Presenting with Panache: Your voice matters. Successfully passing the respective examination.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Sara Grillo

JUNE 2, 2022

Revenue is not an indicator of the effectiveness of the advisor any more than the number or size of clients they have is. Number of employees per client? What about ethics? On the page where the advisors are listed out, it says, “Presented by Charles Schwab.” It’s ridiculous. Client satisfaction survey?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Indigo Marketing Agency

DECEMBER 19, 2022

She’s given over 600 presentations to more than 10,000 financial professionals since 2015. As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. You can check Sam out on YouTube here. . Michael Kitces. Aaron Klein.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Sara Grillo

NOVEMBER 8, 2022

I’m presenting text for the home, about, and fees page because those are the pages on a website that get the most traffic generally. Please view my Code of Ethics here (insert hyperlink). After spending (X number of) years at (whatever past job), I founded this flat fee advisor practice. About page. >insert

Compliance 52

Compliance Wealth Management Financial Advice Financial Planning 52

The Big Picture

JUNE 6, 2023

I have this one-hour presentation I do on money. That led to the next three or four years of learning how to sell, how to create value, and not worry about selling out, but do it in a very ethical way. And they do that for 35 years tweaking numbers I go you won, you won the game. SETHI: Yes, number one is eating out or dining.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Trade Brains

OCTOBER 11, 2023

The government has taken various initiatives to improve the supply chain and enhance the productivity of the farmers, such as increasing the number of primary agriculture cooperatives, implementing the ATMA Scheme, and providing grants-in-aid for technology transfer and extension services. of the GDP (2022-23) at current prices.

Pharmaceutical 59

Pharmaceutical Manufacturing B2B Ethics 59

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. What shock absorbers are present to preserve capital in the lean years? However, I have a number of clients with high-risk appetites who may stand to benefit from an AI strategy.

Portfolio 45

Portfolio Investments Investing Clients 45

Zoe Financial

OCTOBER 12, 2023

Whether you think of artificial intelligence (AI) as an ethical conundrum or a positive breakthrough, it is undeniable that AI is already having an impact. What shock absorbers are present to preserve capital in the lean years? However, I have a number of clients with high-risk appetites who may stand to benefit from an AI strategy.

Portfolio 40

Portfolio Investments Investing Clients 40

Clever Girl Finance

JUNE 16, 2023

Consider the impact and ethics of each look Even if an outfit looks amazing on you, it might not be the right fit when considering how to find your style. As the person in charge of your style, you have the opportunity to build looks that are in line with your ethics. Clothes can be a part of the story that you present to the world.

Budgeting 53

Budgeting Ethics Banking Numbers 53

Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. As a bonus, they may also be vegan or cruelty-free.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. The format of the meeting is question and answer.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

AUGUST 1, 2018

The archive has complete audio/video and transcripts as well as highlights of past meetings from 1994 through the present. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. The format of the meeting is question and answer.

Assets 52

Assets Investing Investments Insurance 52

Brown Advisory

JUNE 16, 2022

We remain highly dubious of price-to-earnings ratios as a proxy for value given earnings can be distorted by “creative” accounting and the measure embeds a range of factors into a single number. We inherently prefer actual cash flow. Implicitly this means they will have a higher sensitivity to rising interest rates too.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. All charts, economic and market forecasts presented herein are for illustrative purposes only. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. All charts, economic and market forecasts presented herein are for illustrative purposes only. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Readers seeking to know more about Buffett, Munger or Berkshire’s approach are encouraged to study Berkshire’s Owner’s Manual and Buffett’s many annual letters to shareholders, available at www.berkshirehathaway.com ; the book Poor Charlie’s Almanack , a collection of speeches and presentations by Munger; and the CNBC Buffett Archive.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. I was the one reviewing marketing copy and doing presentations to groups of institutions about how to use the darn things. I have lots of different ways I can get that number to go up. The assets are inactive.

Management 278

Management Assets Portfolio Investing 278

The Big Picture

JUNE 11, 2024

So I need to visit an office, see, see a team, or, or give a, a presentation or see a client. And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. I, you know, I can do it.

Planning 162

Planning Clients Investing Investments 162

Dear Mr. Market

MARCH 11, 2023

In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year. Put another way, they don’t abide by the same ethics, standards, or even GAAP (Generally Accepted Accounting Principles) that we do.

Investing 101

Investing Investments Portfolio Assets 101

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. berkshirehathaway.com and the book Poor Charlie’s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. berkshirehathaway.com and the book Poor Charlie’s Almanack, a collection of speeches and presentations by Munger. annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. I would present — the chart I really like to show was people think of ETFs, at the — at the time, of having, say, like two percent market share of all funds. I — I couldn’t believe the numbers.

Assets 173

Assets Management Marketing Marketing 173

Sara Grillo

JUNE 12, 2023

BARRY FLAGG OR STEVEN ZEIGER: All forms of insurance in last guarantee, so for instance, a whole life policy as a guaranteed premium, but the number of payments that are required are more often than not guaranteed, so while the maximum of the insurance company can charge per year is guaranteed. So ethically, I think it applies everywhere.

Insurance 59

Insurance Clients Financial Advisor Math 59

Trade Brains

JUNE 2, 2023

It is also known for its transparent working policies and ethical practices. Thanks to a market share of 12.3%, Angel One is currently India’s third-largest retail broking house in terms of the number of active clients in the NSE platform. They also provide High Net Worth Individuals with best Portfolio Management Services.

Accounting 52

Accounting Clients Retail Certification 52

Sara Grillo

SEPTEMBER 26, 2022

If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Aleph

MARCH 25, 2023

Minus: added weight Mar 21, 2023 Here’s everything you need to know about deadly fungus Candida auris, which has spread to more than half of all US states [link] This one is challenging, as it is resistant to present antifungals & has a death rate of 30-60%. Do we really want payment networks to be ethics guardians?

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

MAY 2, 2023

And so this is one of the few places, really, in the world that unites my pre-Hodinkee and present-day world. But there were a lot of other purveyors of watches that really were not super, super ethical folks. FOWLER: Yes, I was at LVMH for a number of years, mostly with Louis Vuitton for the first few years. So I was a kid.

Retail 173

Retail Insurance Advertising Numbers 173

The Big Picture

APRIL 8, 2024

. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This weekend on the podcast, ed Hyman returns to talk about all things economic analysis, what’s going on in the world, how he’s built an incredible career, oh my God, 43 times number one ranked in the Institutional investor survey in economics.

Economy 147

Economy Clients Banking Economics 147

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. for the S&P® 500. Opening Comments.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

NOVEMBER 19, 2024

Behavioral finance has a number of fathers, including Dick Thor and, and Danny Kahneman. And number theory was just too mind blowing, you know, for me. 00:13:17 [Speaker Changed] So you can often get numbers that are up to more than a hundred percent, you know? For number one, it’s not that big of a tell.

Economics 162

Economics Math Numbers Marketing 162

The Big Picture

SEPTEMBER 17, 2024

So you’ve written a number of really interesting books based on conversations with various leaders, the highest calling. And then talk about from presidents directly that I’ve interviewed, and I have a number of interviews in there with presidents of the United States that I did the, the interviews myself.

Government 162

Government Recruitment Education Investing 162

The Better Letter

FEBRUARY 22, 2024

” President Reagan responded to his sinking numbers by leaning into the issue and turning it into a punch line. Because Trump (“Even if we were to posit that Biden is impaired, and even if we were to grant that that impairment is a major issue, still, there’s no ethical choice to be made between these two candidates”).

Media 82

Media Ethics Advertising Accounting 82