Wealth Management

JUNE 10, 2025

Are you "re-recruiting" your top talent to keep them engaged? • Teams evolve, just like the businesses they support. His strong business acumen, refined analytical skills and objectivity also make Louis an ideal advisor to independent business owners who want to accelerate growth via mergers, acquisitions and recruiting.

Wealth Management 240

Wealth Management Financial Advisor Recruitment Management 240

The Big Picture

MAY 20, 2025

00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Management 130

Management Numbers Transportation Accounting 130

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.

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

The Big Picture

MARCH 5, 2024

They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish.

Banking 146

Banking Portfolio Assets Investments 146

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. 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. Is it about the valuation?

Media 287

Media Investments Investing Valuation 287