The Big Picture

JANUARY 24, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. KLINSKY: So I — RITHOLTZ: So you see John and you say, all right — KLINSKY: And now, he was one year older me. KLINSKY: Yeah. RITHOLTZ: Wow. That’s great.

Investing 256

Investing Investments Numbers Banking 256

Clever Girl Finance

JUNE 19, 2023

Articles related to hobbies that make money Leverage these ideas today! You can sell your calligraphy services with a little marketing. Love Instagram and keeping up with the latest internet trends? A lot of business owners hire freelancers for their marketing and daily tasks on Facebook, LinkedIn, and more.

License 77

License Media Budgeting Electronics 77

International College of Financial Planning

SEPTEMBER 3, 2021

When choosing this, look for a planner with an active license, one who is accredited by a board or association, and one who has experience of working with clients of your profile. After all, if a client feels that a financial planner understands him, then he remains loyal to him. Here’s to your success!

Financial Planner 52

Financial Planner Financial Advisor Certified Financial Planner Commission 52

The Big Picture

MAY 9, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. But in the UK, when you qualify as a chartered accountant, first of all, you have to complete your three years training. Very different fields. You have to finish the three years.

Assets 283

Assets Clients Investing Investments 283

Clever Girl Finance

JULY 16, 2023

You’re not alone, we’ve all been in a pinch before. Articles related to making money fast Trying to figure out how to make $300 fast? Sell handmade or household items Honestly, we’re all living with too much stuff. Some drivers report making an average of $19 an hour , which is more than minimum wage. So, let’s dive in!

Media 52

Media Advertising Food Management 52

Diamond Consultants

MARCH 19, 2024

There are several questions advisors routinely ask us about the changes we see in the wealth management industry as they relate to advisor movement and deals. The second annual installment of the Advisor Transition Report sheds light on the significant trends in advisor movement during 2023. Every channel had a notable winner.

Recruitment 52

Recruitment Wealth Management Numbers Clients 52

FMG

APRIL 6, 2023

Most advisors use marketing for lead generation and capture to grow their client base. But there has been a recent shift, as family offices begin to incorporate similar marketing strategies to standard wealth management firms. However, the shift towards marketing for family offices is not out of the need for lead generation.

Marketing 52

Marketing Marketing Clients Media 52

The Big Picture

AUGUST 8, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. She is an expert in so many fascinating areas that you wouldn’t think are related but they really are. It was all — but I decided I probably won’t be good enough to be a mathematician. I was good in math and I love the math.

Banking 192

Banking Government Insurance Taxes 192

The Big Picture

JANUARY 16, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. Before she moved into management, she has been on all of the big lists. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options.

Assets 257

Assets Investing Investments Management 257

Good Financial Cents

APRIL 14, 2023

This might sound disturbing, but this was actually far better than a survey CNBC reported on a few years ago that nearly 70% of Americans had $1,000 or less in savings. I’ve purposely made this list to include strategies that can work for people with all kinds of skills and talents. Flea Market Flipping 14. Dividend Income 7.

Investing 90

Investing Investments Communication Accounting 90

eMoney Advisor

MAY 16, 2023

To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. Instead of taking a one-size-fits-all approach, you will want to focus your efforts on the social media platforms where your target audience can typically be found. Twitter has users of all ages.

Media 108

Media Marketing Marketing Numbers 108

SEI

SEPTEMBER 17, 2022

Sanjay has dove right in, Rajiv, and he's been out on the road seeing our clients both domestically and globally. As we actually sign new clients, we need to bring those clients on board. And the SAS revenue was a hundred percent Trust3000 related, whereas the 65% on BPO was predominantly SWP. Ryan Hicke: Sure.

Clients 49

Clients Assets Banking Planning 49

The Big Picture

AUGUST 7, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Came home, got depressed, was insufficiently self-aware to know I was depressed, and then blindly self-medicated, or got high, and then it all blew up in my face.

Medical 130

Medical Transportation Investing Investments 130

Clever Girl Finance

JULY 6, 2023

After all, we’re half the population—that’s billions of women with unique ideas, skillsets, and visions for the future! Related posts on business ideas for women Try out one of these best business ideas for women! After all, you can watch your own at the same time! Marketing isn’t just for big corporations.

Clients 84

Clients Media License Advertising 84

The Big Picture

MARCH 12, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio Studios, podcasts, radio News. This is the back when mortgages were sort of a backwater of the fixed income market. By the time you get to the early 2000s, Freddie Mac, Fannie Mae and me were losing market share.

Banking 140

Banking Investing Investments Marketing 140

The Big Picture

APRIL 25, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. She had her broker at Merrill Lynch, and she put in front of me a stack of annual reports. HAMBURGER: — used to come out all the time? She was an investor.

Compliance 150

Compliance Wealth Management Clients Management 150

The Big Picture

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I was in wealth management at UBS, and this was 2008 when Lehman collapsed, and the world effectively imploded, certainly for people of my age who had no authority at all.

Retail 158

Retail Insurance Advertising Numbers 158

The Big Picture

NOVEMBER 15, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And if this sounds like two old friends just yammering about all sorts of market esoterica, well, that’s because it is. And my answer was, well, I get all my information about this from Nadig. His name is Dave Nadig.

Management 266

Management Assets Portfolio Investing 266

The Big Picture

JANUARY 31, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Neil Dutta has been doing economic analysis and research from a market-based perspective for over 20 years. And we have a good — RITHOLTZ: I see Jeff’s stuff all the time.

Economics 140

Economics Economy Marketing Marketing 140

The Big Picture

OCTOBER 3, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio [ Barry Ritholtz ] 00:00:07 This week on the podcast, what can I say? Really a fascinating career, a really, really interesting person. Barry Ritholtz ] 00:01:36 It’s great to have you.

Taxes 265

Taxes Banking Clients Management 265