Steve Sanduski

AUGUST 22, 2023

John Furey and I discuss: John’s thoughts on the 2005-2010 “breakaway movement” that created so many new RIAs versus where the industry is today. The conversations that Advisor Growth and its members have sparked and the problems they are trying to solve.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Nerd's Eye View

MARCH 19, 2024

What's unique about Meredith, though, is how she was able to keep her firm open, navigating through and ultimately growing to more than $1M of annual revenue, despite a diagnosis in 2005 of a 7cm Glioblastoma tumor in her brain, resulting in several years of major surgeries, radiation treatments, and chemotherapies, all the while continuing to see (..)

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

The Big Picture

MARCH 5, 2024

They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So Magnetar launches in 2005 with some capital, and you joined you, you weren’t one of the original founders, but you joined not long afterwards.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. RITHOLTZ: 2004, 2005. RITHOLTZ: 2005.

Media 290

Media Investments Investing Valuation 290

The Big Picture

FEBRUARY 4, 2025

And this was in 2005. It was not our plan. So we moved our family over here from Paris in 2005. And who by the way, also have a PhD in economics because they were the ones who got me into de bank starting in 2005. And they called and asked if I wanted to come to the US and work here with them. We all enjoyed it.

Economy 257

Economy Banking Economics Taxes 257