Remove Business Planning Remove Communication Remove Compliance Remove Math
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Financial Advisor Showcase: Money Maven Financial

FMG

As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients? What have you learned and changed about the way you communicate with clients if there have been changes? I couldn’t pass up on the one-click compliance!

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Transcript: Howard Lindzon

The Big Picture

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. So this is the math that I applied. RITHOLTZ: Yes.

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