Business Planning Financial Advice Planning Startup 
Nerd's Eye View
NOVEMBER 6, 2023
And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!
The Big Picture
OCTOBER 19, 2022
Tell us a little about your plans coming out of college. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? RITHOLTZ: Yeah, it’s good to have you.
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. LINDZON: This is not financial advice.
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