Business Planning Clients Financial Services Recruitment 
Nerd's Eye View
SEPTEMBER 13, 2022
Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.
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.
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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.
The Big Picture
MARCH 5, 2024
So I saw many companies then taxed and financial services. So it was a great training ground to understand how, you know, theoretics went, went into the practical business. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there.
The Big Picture
JULY 4, 2023
. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. And that might give me some insight functionally into what I wanted to do next.
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.
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