Workshop Related Topics 
Brown Advisory
MARCH 3, 2021
Money Matters Workshop: An Introduction to Investing with Purpose jharrison Wed, 03/03/2021 - 09:48 Brown Advisory’s investment and financial planning workshop for young adults takes place each year and provides an interactive learning environment facilitated by Brown Advisory professionals and outside experts.
Brown Advisory
MARCH 3, 2021
Money Matters Workshop: An Introduction to Investing with Purpose. Brown Advisory’s investment and financial planning workshop for young adults takes place each year and provides an interactive learning environment facilitated by Brown Advisory professionals and outside experts. Highlights from the 2020 workshop.
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Nerd's Eye View
DECEMBER 27, 2022
So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S.,
Don Connelly & Associates
FEBRUARY 3, 2025
Advisors must elevate their presentation chops when presenting at client meetings, educational workshops, or public seminars. However, many advisors struggle with transforming intricate concepts into accessible content and maintaining their clients interest throughout the presentation.
Nerd's Eye View
JULY 13, 2023
For some, this means acquiring more credentials, while for others, it can mean devoting more time reading books and articles, listening to podcasts, and/or attending workshops or seminars.
Nerd's Eye View
JUNE 20, 2023
In this episode, we talk in-depth about how, just months after her retirement from nursing, Tony’s mother became depressed and decided to take her own life, which made him see first-hand how entering retirement means so much more than just being financially prepared (as even though his mom was financially stable, she lacked purpose and was not (..)
Nerd's Eye View
AUGUST 23, 2022
In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)
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