Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Communication Valuation Investment Advisor 52

Nerd's Eye View

MARCH 19, 2024

Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

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 Investing 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 Investing Investments 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. Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales.

Economy 257

Economy Banking Economics Taxes 257