Nerd's Eye View

DECEMBER 9, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees.

Financial Planner 246

Financial Planner Recruitment Retirement Planning Retirement 246

Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. My guest on today's podcast is Jim Dew.

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Nerd's Eye View

SEPTEMBER 17, 2024

We also talk about Eric's own unique career journey, which started in commercial banking with stops along the way that included a variety of roles at Goldman Sachs Asset Management and working as an internal full-time Chief Investment Officer for a large national RIA before starting his current fractional CIO role, how Eric has leveraged recruiters (..)

Financial Advisor 244

Financial Advisor Investments Investing Financial Services 244

Nerd's Eye View

AUGUST 6, 2024

What's unique about Jaime, though, is how his firm has grown to more than $1 billion in AUM over the past 20 years in part by making a series of 6 acquisitions, typically buying mixed fee-and-commission practices from retiring advisors in his local area and converting them into ongoing recurring revenue financial planning clientele.

Commission 130

Commission Retirement Financial Advisor Recruitment 130

Nerd's Eye View

SEPTEMBER 28, 2022

In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Nerd's Eye View

APRIL 4, 2023

In this episode, we talk in-depth about how Marc developed and implemented his unique marketing strategy of writing parody commercials that feature a satirical sales-centric advisory firm, Bear Brothers Financial, and how he got mentally comfortable taking such a non-traditional approach to trying to stand out in his marketing, how Marc has sought (..)

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

MARCH 7, 2023

What's unique about Yonhee, though, is how, through her nearly 4 decades with JMG Financial Group, Yonhee has been a part of not only the firm’s succession plan to its second generation of owners but now to its third generation of leaders… and along the way, has personally recruited, trained, and retained the majority of the firm’s (..)

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

The Big Picture

MAY 20, 2025

Then you get a graduate degree from MIT and you go to Harvard Business School. What was the career plan? 00:01:42 [Speaker Changed] The career plan originally was urban development and transportation. So it took three years to break even when my business plan had it at one. It was 150% of our net worth.

Management 130

Management Numbers Transportation Accounting 130

Good Financial Cents

APRIL 19, 2023

You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest. Sell Lesson Plans (for Teachers) 1. Learn How To Make Your First $1K Blogging The first step is to register a domain and select a hosting plan for your blog.

Accounting 105

Accounting Investing Investments Media 105

Nerd's Eye View

JANUARY 17, 2023

What's unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO (..)

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

Nerd's Eye View

MARCH 19, 2024

And be certain to listen to the end, where Meredith shares how she struggled in knowing how to really run an advisory practice like a business due to a lack of mentors around her (and is now much more mindful of the types of fellow advisor business owners she surrounds herself with), why Meredith still feels like her practice is in a "chasm of potential (..)

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

The Big Picture

JULY 4, 2023

. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group.

Management 147

Management Recruitment Numbers Banking 147

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? They may want to look at as a real business. They want to understand the plan.

Management 277

Management Investing Investments Economics 277

The Big Picture

MARCH 5, 2024

What, what was the career plan? They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. How do you get from medical school to that? 00:03:22 [Speaker Changed] Yeah, my path was certainly non-traditional.

Banking 147

Banking Portfolio Assets Investing 147

The Big Picture

JULY 18, 2023

And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. ” And this person was doing recruiting at one of the big banks and she’s like, “Well, you need some interesting experience. Now, what happened was a bit of luck.

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 290

Media Investing Investments Valuation 290