Business Planning Planning Recruitment Wealth Management 
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. Welcome back to the 333rd episode of the Financial Advisor Success Podcast !
Nerd's Eye View
SEPTEMBER 28, 2022
Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.
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Nerd's Eye View
APRIL 4, 2023
Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. Welcome to the 327th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Marc Horner.
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.
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