WiserAdvisor

JUNE 26, 2025

If so, you’ll want a plan that doesn’t require referrals or approvals each time you book a visit. So, before you mark your last day at work, make sure you’ve done the math on this piece. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

The Big Picture

MAY 13, 2025

And given the design of the product and the client need, we’re trying to meet, we look for the best possible active manager to fill that mandate. And it speaks to the clients that we serve and the way we think about product development and, and all of the rest of it. It’s probably down to 22 or 23 now. Really interesting.

Clients 130

Clients Investments Investing Management 130

The Big Picture

MARCH 17, 2025

Her book, the Deficit Myth was a surprise bestseller, came out right in the middle of the pandemic and did really well. I’ve been wanting to have you here since the book first came out during the pandemic, and we’ll spend a lot of time talking about it. I write about him a little bit in the book. Nice to be here.

Economy 144

Economy Taxes Budgeting Government 144

The Big Picture

JUNE 16, 2025

Yeah, you have to, you know, the conceit of finance is that basically the math is all there is to it. You know, he’s written several historically deep books, particularly about Bernard Baruch, but he certainly, you know, describes the historical episodes of manias and panics. So you mentioned half math, half Shakespeare.

Math 130

Math Numbers Investments Investing 130

The Big Picture

JUNE 2, 2025

And when I went there I was gonna be a lawyer and I was gonna major in mathematics and I took my freshman year math and that all went great. And it turned out that half of that class had been the US National Math team and they had all competed internationally and they knew stuff I didn’t. I’m Barry Riol.

Economy 130

Economy Economics Numbers Banking 130

FMG

JUNE 13, 2025

From summer BBQs to memorable Pi Day pizza parties, these are the types of events that leave lasting impressions and help you connect with clients and prospects on a deeper level. These events give clients a natural reason to bring friends and family members, creating warm introductions in a relaxed setting.

Education 52

Education Food Clients Retirement 52

The Big Picture

MAY 7, 2025

Full transcript below. ~~~ About this weeks guest: Dr. William Bernstein is the author of numerous books, including mostr recently, “ The Delusions Of Crowds: Why People Go Mad in Groups. His firm, Efficient Frontier Advisors manages $400 million in client assets ($25m minimum). His most recent book is The Delusions of Crowds.

Asset Allocation 144

Asset Allocation Medical Assets Management 144

The Big Picture

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So the discounts from a price to book standpoint is over 60% price to earnings, about 40% discount. What does this mean to you as an employee and what does it mean to your clients? 00:57:00 [Speaker Changed] Let’s talk about books. 00:35:18 Right.

Investing 144

Investing Investments Economics Marketing 144

The Big Picture

MAY 31, 2024

We discuss how he began as a math major but didn’t want to go into physics, engineering or academia, so finance was the next logical career option. Be sure to check out our Masters in Business next week with Peter Mallouk, CEO of Creative Planning, which manages over $300 billion in client assets.

Asset Allocation 184

Asset Allocation Math Portfolio Management Engineering 184

The Big Picture

SEPTEMBER 12, 2022

They run over $800 billion in client assets, and Kristen’s group, the North American Group, is responsible for about half of the revenue that that massive organization generates. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Clients 293

Clients Wealth Management Banking Investments 293

The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 130

Math Management Insurance Assets 130

The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 157

Investing Investments Portfolio Valuation 157

Clever Girl Finance

FEBRUARY 12, 2023

Definitely check out our list of best side hustle books as well!). For example, you may choose to go out and get your own clients from the start. You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. blog management, content creation, etc.

Advertising 97

Advertising Clients Media License 97

Clever Girl Finance

JULY 8, 2024

And be sure to check out our list of best side hustle books as well!). When I became a freelance writer, I really enjoyed the freedom with my time, as well as the ability to set my own prices and find clients I wanted to work with. For example, I could choose to go out and get my own clients from the start.

Clients 98

Clients Advertising Media Planning 98

Sara Grillo

APRIL 11, 2023

The reason I put all this together is I see a ton of financial advisors out there who struggle to get a grasp of what the math behind a financial advisor practice looks like. It’s important if you want to grow/manage your practice the right way (for the sake of your clients) that you grasp this. Thanks for reading.

Financial Advisor 97

Financial Advisor Accounting Management Financial Planning 97

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 157

Clients Investments Investing Management 157

The Big Picture

SEPTEMBER 3, 2024

00:10:34 [Speaker Changed] And, and I don’t recall if this was on the podcast with John Mack or in John Mack’s book, but he had nothing but really nice things to say about Mitsubishi. 00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking.

Investments 144

Investments Investing Valuation Management 144

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. Two reasons.

Assets 144

Assets Management Portfolio Investments 144

The Big Picture

JULY 19, 2022

He is the author of a new book, “Investing Amid Low Expected Returns: Making the Most When the Markets Offer the Least.” So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. Welcome to Bloomberg. ANTTI ILMANEN.

Investments 130

Investments Valuation Investing Portfolio 130

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Social media management may involve daily tasks of posting and interacting with clients on Facebook, Instagram, and even Twitter. It’s completely up to you how many clients you take and how often you work!

Clients 105

Clients Media License Advertising 105

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. I'm paraphrasing Slott. Work with your accountant though.

Numbers 98

Numbers Taxes Retirement Accounting 98

Clever Girl Finance

JULY 13, 2022

It's common to see self-taught professionals in the tech industry, so you can easily find resources to teach yourself web design and start seeking clients. You can work on them on your own as a side hustle , or scale up and hire other virtual assistants so you can take on more clients. Web design. Social media management. Food service.

Food 122

Food Advertising Media Clients 122

Midstream Marketing

DECEMBER 5, 2019

” In discussions that I was having with some of my clients around the same time, I quickly learned that I was NOT the only one having these types of concerns. That’s a bit like asking “do you have to build trust before a prospect becomes a client?” ” Yes, absolutely, it does.

Financial Advisor 52

Financial Advisor Math Engineering Clients 52

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 130

Valuation Assets Investments Investing 130

Good Financial Cents

FEBRUARY 10, 2023

Freelancers usually work on projects for multiple clients at the same time. As you build a client base and become more proficient at writing, you can make $200 a day. Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing.

Advertising 102

Advertising Media Food Management 102

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. Let’s talk about books. So for me, those are great books. What’s the name of the Silva book?

Assets 261

Assets Investments Investing Management 261

FMG

DECEMBER 22, 2022

My new brand also allows me to focus more on creating- I’m currently writing a book, and breaking out some of the chapters into workshops on topics like money mindset and money and relationships. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Clever Girl Finance

MARCH 6, 2023

Tutor younger kids If you have excelled in a particular subject, it is time to put those book smarts to the test. As you start hearing from potential clients , talk to your parents before meeting up. Set up a regular rotation of clients so that you always have enough snow to shovel. Video editing would be very similar.

Media 105

Media Accounting Banking Food 105

Yardley Wealth Management

JULY 20, 2022

The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. It’s surprisingly common for me to have married clients who have never really had those conversations with each other. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Media Investments 91

Clever Girl Finance

AUGUST 10, 2022

You could list your parking space on a platform like JustPark , where people can search and book spaces for their vehicles. You can list your storage space on platforms like Neighbor , where people in need of storage can find and book your space. Rent out your storage space. Rent out your spare room. Become an Uber driver.

Advertising 91

Advertising Medical Media Math 91

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Sell An E-book 11.

Accounting 106

Accounting Investments Investing Media 106

Good Financial Cents

FEBRUARY 8, 2023

Tutoring If you’re a whiz at math, science, or English, you can tutor students in your community who need to improve their grades. Almost any subject qualifies, but math, science, and English are usually the most in demand. If you have specific skills, you may be able to sell them to paying clients. My name is Bentley.

Advertising 105

Advertising Sales Media Math 105

Clever Girl Finance

OCTOBER 30, 2023

Typical tasks include schedule planning, email management, answering phone calls, data entry, booking travel, and managing social media. As an ESL teacher, you will be able to teach English to clients in places such as Hong Kong, China, and the Middle East who are looking to improve their career prospects by learning English.

Recruitment 52

Recruitment Certification Engineering Communication 52

Clever Girl Finance

JUNE 21, 2023

You typically can’t start making money as a blogger or freelancer overnight since it’ll take time to grow your readership or gain clients. For instance, you’ll likely schedule appointments, respond to customer emails, complete travel bookings, do data entry, etc. But don’t despair just yet!

Food 52

Food Accounting Retail Clients 52

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investing 52

Investing Investments Accounting Valuation 52