Clients Financial Counseling Math Planning 
The Big Picture
MAY 30, 2023
And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. Different risk tolerance and different business plan. When you’re going to chill in the evening, I’m preparing my next business plan. They have a dumb business plan. RITHOLTZ: Right.
The Big Picture
JUNE 6, 2023
I said, yes, I plan to. RITHOLTZ: What’s the pushback to that from clients? I say fantastic, but most people with separate accounts never had that conversation and that is the plan. It’s much deeper than math. Jay Abraham taught me a lot about putting my customers and clients at the center of my world.
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