Nerd's Eye View

OCTOBER 9, 2023

When deciding on a marketing strategy to pursue, one of the key factors for financial advisory firms to consider is efficiency. Notably, the point of an SEO strategy is to drive users to an advisory firm's website so that those visitors can eventually be converted into paying clients.

Engineering 176

Engineering Financial Advisor Management Clients 176

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. So let’s talk a little bit about the Advisor Services Division. What exactly does it do, and what sort of clients and customers are you working with?

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 141

Banking Economics Economy Business Planning 141

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. I know you don’t disclose your clients, but the Wall Street Journal certainly mentioned those. ” I just had this with a client who runs a very large, not multi-manager, but multi-strategy fund. RITHOLTZ: Really?

Management 141

Management Recruitment Numbers Banking 141

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. Whereas eTrade they were spending billions on advertising.

Media 278

Media Investing Investments Valuation 278