Nerd's Eye View

AUGUST 6, 2024

billion in assets under management for approximately 900 client households. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2

Commission 130

Commission Retirement Financial Advisor Recruitment 130

Nerd's Eye View

APRIL 4, 2023

Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. My guest on today's podcast is Marc Horner.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

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

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households. My guest on today's podcast is Yonhee Choi Gordon.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

The Big Picture

MAY 20, 2025

So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done.

Management 130

Management Numbers Transportation Accounting 130

Good Financial Cents

APRIL 19, 2023

When you look at the wealthiest investors across the globe, one of the most common assets they own is real estate. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Now let’s get started.

Accounting 105

Accounting Investments Investing Media 105

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. My guest on today's podcast is Meredith Moore.

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

Nerd's Eye View

JANUARY 17, 2023

We also talk about how Matt stumbled into his own advisory career in the late 1990s as a 22-year-old recent college graduate after a recruiter found him a job as an operations point person for an ultra-high-net-worth top-producing team of four brokers at the Beverly Hills branch of Merrill Lynch, how after admittedly making the mistake of leaving Merrill (..)

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

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 they’d give individual asset allocation to people and they’d go invest their money. So it’s, it’s assets like that.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

JUNE 7, 2023

And that is why you’re seeing the massive increase in multi manager assets and those assets have more than doubled since 2017. And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough.

Management 277

Management Investments Investing Economics 277

The Big Picture

JULY 18, 2023

WAGNER: Yeah, I started as a certified public accountant and one of the early engagements that I was tasked with was in the space of asset management and I recall doing the audit on Jeffrey Vinik’s very first year as a hedge fund manager. And you know, Metromedia, great example, they had the valuable assets in the cities.

Investments 130

Investments Investing Assets Insurance 130

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. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 290

Media Investments Investing Valuation 290