Business Planning Numbers Strategic Planning 
Nerd's Eye View
SEPTEMBER 2, 2022
Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.
Nerd's Eye View
NOVEMBER 17, 2022
This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nerd's Eye View
MARCH 28, 2023
In this episode, we talk in-depth about how, through a series of Google Sheets, Erica helps advisory firms begin to track each of the steps in their marketing funnel, analyze how successful those steps are in turning a lead into client, and develop strategies to help improve those metrics, why Erica focuses on 5 key marketing metrics of stick rate, (..)
Midstream Marketing
MARCH 3, 2025
By using effective digital marketing and strategic planning, you can be seen as a thought leader in the financial services industry. The Role of Digital Presence in Modern Financial Advisory In today’s digital age, having a strong online presence for your financial advisory firm is vital for financial advisory business firms.
The Big Picture
SEPTEMBER 23, 2024
They have a number of businesses that they’ve taken over through the debt side of the equation. 15 businesses with over 90,000 employees. Really just a fascinating person who has seen the distressed debt business from day one. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy.
Expert insights. Personalized for you.
246 
Let's personalize your content