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#FA Success Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand, With Joe Duran

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. My guest on today's podcast is Joe Duran.

Financial Advisor 130
Financial Advisor Executive Compensation Wealth Management Recruitment 130
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Transcript: Aswath Damodaran

The Big Picture

APRIL 11, 2023

So when he bought Goldman Sachs in November of 2008 and Bank of America in November 2008, I thought about a traditional portfolio manager doing the same thing and trying to explain to their clients what they just did. And can we not say that financial services haven’t been wildly disrupted over the past 40 years?

Valuation 292
Valuation Education Government Numbers 292
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