Financial Advisory

00:00 Introductions from audience 04:17 Introduction from Jessie Williams 05:28 Introduction from Kristen Irby 07:08 Introduction from Rob DePalo 08:41 Licenses & Registration – Kristen 08:48 Licensing & Registration – Rob 09:09 About National Financial Network (NFN) & Guardian 10:05 What is a mutual company vs. stock company? 12:29 Areas of Expertise: Wealth Management, Income… Continue reading Financial Advisory

What experts say about MSME Financial Advisory

I have been a CA, management consultant as well as financial advisor to many SMEs on the cusp of growth. While most of the owners are passionate about their business and are technocrats, the lack of financial understanding negates these positives. Many of them purely look at financial management as “tax planning”. However, advice regarding… Continue reading What experts say about MSME Financial Advisory

Cash Management l Cash Flow l Financial Advisory l Glengyle Finance

Have you been struggling with the challenges with the cash flow in your business? Is it a constant battle ensuring you have enough cash in your business? If this is the case, you have a cash flow problem. Nothing is more important to your business than managing your cash. We can minimise your cash flow… Continue reading Cash Management l Cash Flow l Financial Advisory l Glengyle Finance

Financial Advisory Kick off with Rhondalynn Korolak of Financial Foreplay

This is the first in our Financial Advisory Webinar Series with special guest Rhondalynn Korolak, founder of Businest and author of Financial Foreplay and her most recent book, Pricing Value.

Financial Advisory Vice Presidents on Life at Lazard

Lazard flew its rising leaders from around the world into New York City for the Financial Advisory Global Vice President Summit to exchange ideas and drive the firm forward. Hear from some of our VPs on what distinguishes Lazard careers, culture and client relationships.

Financial Advisory inspiring leaders: Jennifer Lee | About Deloitte

Hear from Jennifer Lee, our Global Financial Advisory Clients & Industries Leader, Canada, on how Deloitte women continue to drive impact though defining moments, as well as her insights into creating a successful career at Deloitte. At Deloitte, our women are CEOs, Business Leaders, problem solvers, designers, athletes and parents. Financial Advisory understands the importance… Continue reading Financial Advisory inspiring leaders: Jennifer Lee | About Deloitte