Brown Advisory

MARCH 1, 2019

Phase-gate planning. We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. During each phase of a business’ evolution, we will typically work on distinct planning decisions with the founder.

Planning 52

Planning Estate Planning Startup Clients 52

Nerd's Eye View

AUGUST 17, 2022

And while there is no standard ‘template’ language applicable to all advisory agreements, there are a number of best practices that RIAs can follow in drafting and reviewing their agreements to ensure they can pass legal and regulatory muster. million under the management of the adviser, or with a total net worth of at least $2.2

Clients 191

Clients Assets Financial Planning Management 191

Nerd's Eye View

JANUARY 3, 2024

Businesses are also feeling the pinch from higher interest rates, as November saw a rapid increase in the number of Chapter 11 commercial bankruptcies. The labor market, while still remarkably resilient, has also started to show signs of stress.

Economics 205

Economics Marketing Marketing Economy 205

Nerd's Eye View

AUGUST 17, 2022

And while there is no standard ‘template’ language applicable to all advisory agreements, there are a number of best practices that RIAs can follow in drafting and reviewing their agreements to ensure they can pass legal and regulatory muster. million under the management of the adviser, or with a total net worth of at least $2.2

Clients 150

Clients Assets Financial Planning Management 150

Steve Sanduski

AUGUST 8, 2023

On the one hand, your job is to help clients grow and protect their wealth, while at the same time, you have to caution them from getting so caught up in “their number” that they lose sight of “their life.” I don’t want to have to rely on the government or my children to support me.” How much is not a number.

Numbers 98

Numbers Retirement Clients Planning 98

The Big Picture

JULY 18, 2023

When we go back and look at the team that we had assembled in the early 2000s in the Goldman Sachs distressed trading desk, an extraordinary number of those folks went on to become partners and founders of very successful multi-billion dollar asset management firms. WAGNER: You know there are a number of things that occurred.

Investing 130

Investing Investments Assets Insurance 130

Clever Girl Finance

JULY 13, 2022

It's a great business for women who are highly organized and can explain their organization processes easily to others. If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Start a food-centered business! Baking business. Bookkeeping and accounting. Writing/blogging.

Food 119

Food Advertising Media Clients 119

The Big Picture

NOVEMBER 7, 2023

 The transcript from this week’s, MiB: Zeke Faux, Number Go Up , is below. Zeke Fox’s book number go up inside crypto’s Wild Rise and staggering. It is a deep dive, a no holds barred Look at crypto and the many, many scams that take take place across everything from NFTs to ICOs to hacks to to Bitcoin business models.

Numbers 154

Numbers Banking Accounting Taxes 154