Nerd's Eye View

MARCH 21, 2023

Brenda is a financial planner with Objective Financial Partners, an advice-only advisory firm based in Ontario, Canada, that works with clients on project-based financial plans, and also offers outsourced paraplanning to other Canadian advisory firms.

Financial Advice 246

Financial Advice Insurance Financial Advisor Financial Planning 246

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 140

Banking Economics Economy Business Planning 140

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We do case studies, idea pitches, mock portfolios, business plans. And that might give me some insight functionally into what I wanted to do next. And at the same time, the dot com bubble collapsed.

Management 140

Management Recruitment Numbers Banking 140

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

Media 275

Media Investing Investments Valuation 275