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

Walkner Condon Financial Advisors

MAY 12, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Zoe Financial

JANUARY 27, 2023

We dream about having a job with a big title and everything that comes with it; financial liberty, luxurious trips, more time with loved ones, experience, accomplishments, etc. Among the essential things we tend to disregard are executive compensation types, including employee stock options. Be aware of stock concentration risk.

Certified Financial Planner 40

Certified Financial Planner Executive Compensation Taxes Financial Planner 40

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. annually for U.S.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. annually for U.S.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Sara Grillo

SEPTEMBER 12, 2022

The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020.

CFP 80

CFP Financial Planner Ethics Financial Planning 80