Advertising Business Planning Financial Advice Financial Services 
The Big Picture
OCTOBER 19, 2022
We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. Just go with your business plan.”
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.
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