Nerd's Eye View

JUNE 13, 2023

Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. Welcome back to the 337th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Danika Waddell.

Financial Advisor 244

Financial Advisor Clients Startup Financial Planning 244

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 198

Estate Planning Wealth Management Financial Advisor Planning 198

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 165

Risk Tolerance Compliance Startup Clients 165

Nerd's Eye View

OCTOBER 19, 2022

Several other states additionally require notice filings from SEC-registered advisors with clients in those states, meaning that even for SEC-registered RIAs, staying compliant with filing requirements requires them to understand the filing rules for each state in which the firm does business.

Clients 130

Clients Startup Government Numbers 130

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Phase-gate planning. Preparation for exit and beyond. Deal execution marks this stage.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Phase-gate planning. Preparation for exit and beyond. Deal execution marks this stage.

Planning 52

Planning Estate Planning Startup Clients 52

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Clever Girl Finance

JULY 13, 2022

Note that in some states, starting an interior design business requires that you have specific licensing. 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 also start a dog walking business by using an app or website.

Food 119

Food Advertising Media Clients 119

Clever Girl Finance

JULY 6, 2023

But there are still plenty of great job ideas you can do even if you’re busy with your kids’ schedules and don’t have a lot of extra time. Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Personal styling Have you always loved fashion?

Clients 84

Clients Media License Advertising 84

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. Uh, Fred said to give me your number.”

Media 281

Media Investing Investments Valuation 281