Financial Advisory Committee Special Meeting – Jun. 2, 2021

Items for Discussion: Presentation – Biennial Budget FYs 2021-22 and 2022-23 Agenda & Documents Financial Advisory Committee meetings are held the 1st Wednesday of the month quarterly (second month after quarter ends). To Register in Advance for this Event: COVID-19 NOTICE – PUBLIC MEETING GUIDELINES Consistent with Executive Orders No. N-29-20 from the Executive Department… Continue reading Financial Advisory Committee Special Meeting – Jun. 2, 2021

Best of Financial Advisory

Unsere Mitarbeiter berichten, was sie an der Arbeit im Bereich Financial Advisory und bei Deloitte begeistert, wie ihr Einstieg bei uns verlief und welche Projekte sie am spannendsten finden. Viel Spaß beim Schauen! Follow us on Social Media / Besucht uns auf Social Media: ● LinkedIn: ● Twitter: ● XING: ● Facebook: ● Instagram: Get… Continue reading Best of Financial Advisory

Financial Advisory Practice Expectations (and how to ignore them!)

Financial Advisory Practice Expectations (and how to ignore them!). Running a financial advisory practice can be difficult even at the best of times. Practice management, a dazzling client experience and social media presence are among the millions of elements you have to juggle. So adding in the expectations of others is never going to be… Continue reading Financial Advisory Practice Expectations (and how to ignore them!)

Build Successful Financial Advisory Careers & Business

A Quick Guide to Capital Markets, Asset Classes, Mutual Funds, Insurance, Tax Saving Instruments, and Advisory-based Sales