9 Podcast Episodes
Episode 51: Margaritas with Marguerita Cheng, CFP® Pro — Meet Brie Williams, Head of Practice Management at State Street Global Advisors
Episode 51: Margaritas with Marguerita Cheng, CFP® Pro — Meet Brie Williams, Head of Practice Management at State Street Global Advisors
A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, M... Read more
18 Feb 2022
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17mins
Ethical Investment Series #10 - Brie Williams
Ethical Investment Series #10 - Brie Williams
Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY ... Read more
28 Oct 2020
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51mins
Provisions (Kate Jones, Brie Williams)
Provisions (Kate Jones, Brie Williams)
My acceptance in this world is provisional. Call and leave us a message at (805) 366-3085, and we may include it in a fu... Read more
30 Mar 2020
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18mins
005: Top 10 Financial Scams Targeting Seniors with Brie Williams (Part 3)
005: Top 10 Financial Scams Targeting Seniors with Brie Williams (Part 3)
You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn abo... Read more
23 Jul 2019
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34mins
004: Your Realistic Retirement Plan: The Good, the Bad, and the Ugly with Brie Williams (Part 2)
004: Your Realistic Retirement Plan: The Good, the Bad, and the Ugly with Brie Williams (Part 2)
When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assu... Read more
23 Jul 2019
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24mins
003: Creating Better Financial Outcomes with Brie Williams (Part 1)
003: Creating Better Financial Outcomes with Brie Williams (Part 1)
Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services ... Read more
23 Jul 2019
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26mins
Creating Sustainable Value in a Fast-Tech World With Brie Williams
Creating Sustainable Value in a Fast-Tech World With Brie Williams
How can financial advisors build an enduring business with sustainable value? Contrary to what we often hear and read, i... Read more
22 Apr 2019
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1hr 2mins
Episode 10: John C. Clark & Brie Williams
Episode 10: John C. Clark & Brie Williams
Put your faith in fear as we welcome John C. Clark and Brie Williams, the filmmakers behind the homoerotic evangelical e... Read more
20 Oct 2017
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58mins
Ep. 17: "Two Bits" by Brie Williams and James Urbaniak
Ep. 17: "Two Bits" by Brie Williams and James Urbaniak
Tough times in Los Angeles. Janie Haddad Tompkins guest stars. Learn more about your ad choices. Visit megaphone.fm/adch... Read more
28 Feb 2014
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23mins