Nerd's Eye View

SEPTEMBER 11, 2023

annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well. a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Financial Planning 207

Financial Planning Planning Recruitment Clients 207

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. My guest on today's podcast is Jim Dew.

Valuation 201

Valuation Financial Advisor Financial Planning Recruitment 201

The Big Picture

JUNE 7, 2023

And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough. What is that business plan look like? They may want to look at as a real business. They want to understand the plan.

Management 272

Management Investing Investments Economics 272

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. If you’re going to shift the way those things happen you have to plan for it. WAGNER: Right.

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 284

Media Investing Investments Valuation 284