Nerd's Eye View

SEPTEMBER 11, 2023

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 201

Financial Planning Planning Recruitment Clients 201

Nerd's Eye View

MAY 16, 2023

Jim describes how he and his firm provide what he calls a 'time energy shield' for their busy business-owner clients by helping them find the right professionals they may need, managing the projects with their professionals, and even fielding the inevitable business pitches that come at their clients, and why Jim and his firm use Monday.com instead (..)

Valuation 194

Valuation Financial Advisor Financial Planning Recruitment 194

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? Andrew Komori, who came out of G.E. Shore, is launching with three billion. So into the fray.

Management 270

Management Investing Investments Economics 270

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 281

Media Investing Investments Valuation 281