Nerd's Eye View

JULY 16, 2024

What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)

Clients 130

Clients Financial Advisor Financial Planning Consulting 130

Nerd's Eye View

DECEMBER 6, 2022

In this episode, we talk in-depth about how, while working for LearnVest, Natalie realized that their financial advisors were much more limited by the constraints of data, time, and fees, than the traditional advisor, which inspired her to develop a framework that focuses on providing only the most impactful financial advice to help clients move forward (..)

Clients 130

Clients Financial Advice Financial Advisor Consulting 130

SEI

SEPTEMBER 6, 2022

Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. . The Sphere blog. Build momentum now. .

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Midstream Marketing

MARCH 3, 2025

By using effective digital marketing and strategic planning, you can be seen as a thought leader in the financial services industry. It shows them that you are credible and skilled in financial services. By following best practices on these platforms, financial advisors can boost their online presence.

Financial Advisor 52

Financial Advisor Ethics Media Clients 52

Fortune Financial

SEPTEMBER 25, 2023

Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses. As your trusted advisors, we prioritize clear and transparent communication.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Cash Flow Management Efficient cash flow management is crucial for meeting your financial goals. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses. As your trusted advisors, we prioritize clear and transparent communication.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

The Big Picture

OCTOBER 19, 2022

And you know, we’re financial services firm, so growth is good, but you have to have control on processes and quality. You know, you got to make sure you can handle the volumes, both from an investment perspective, but also importantly, from a processing and client service perspective. Just go with your business plan.”

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

JULY 18, 2023

RITHOLTZ: This is data, voice, communications no matter where you are on the globe. And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. WAGNER: Right. And so, you know, that was really predicated on those three core tenets.

Investing 130

Investing Investments 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 Investing Investments Valuation 290

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. I, I disagree with his forecast for this year, which is 0% chance of recession. Hey, I never put a 0% chance on anything.

Economy 257

Economy Banking Economics Taxes 257