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 168

Financial Advisor Recruitment Clients Assets 168

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

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 267

Management Investing Investments Economics 267

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 141

Banking Portfolio Assets Investing 141

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 141

Management Recruitment Numbers Banking 141

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

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

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 278

Media Investing Investments Valuation 278