Financial Services Recruitment Risk Management 
NAIFA Advisor Today
JANUARY 28, 2025
His primary focus is to help people align their financial decisions with their values and truths to live enriching lives. As a Retirement Income Certified Professional and a Life and Annuities Certified Professional, John advises clients on retirement planning, investment planning, and risk management.
The Big Picture
MAY 9, 2023
And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. So we have a pretty well tried and tested campus recruitment approach. SALISBURY: Yes.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Big Picture
JULY 4, 2023
Ilana Weinstein returns to tell us about all the competitive recruiting and superstar talent she’s been working with over the past couple of years. Their mainstay financial services practice, which was banking and equities, fell off a cliff. And that might give me some insight functionally into what I wanted to do next.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.
The Big Picture
MAY 23, 2023
This is a fascinating conversation about business growth and leadership and management and how to run a team. My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. RITHOLTZ: Right. RITHOLTZ: Uh-oh.
Indigo Marketing Agency
JANUARY 24, 2024
Steve Sanduski Reason to Follow: Valuable advice and coaching for financial professionals, especially through his podcast Steve Sanduski is a CFP® professional and personal coach to financial professionals. She also worked with top financial services companies like Chase, E-Trade, CNBC, and more.
The Big Picture
MARCH 5, 2024
So I saw many companies then taxed and financial services. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish. So it was a great training ground to understand how, you know, theoretics went, went into the practical business.
Expert insights. Personalized for you.
52 
Let's personalize your content