FMG

JUNE 13, 2025

From summer BBQs to memorable Pi Day pizza parties, these are the types of events that leave lasting impressions and help you connect with clients and prospects on a deeper level. These events give clients a natural reason to bring friends and family members, creating warm introductions in a relaxed setting.

Education 52

Education Food Clients Retirement 52

The Big Picture

JUNE 6, 2023

RITHOLTZ: What’s the pushback to that from clients? It’s much deeper than math. Jay Abraham taught me a lot about putting my customers and clients at the center of my world. SETHI: Yes. From people? SETHI: Most people have simply been taught that they should cut back a little bit on everything.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

JANUARY 7, 2025

When I speak to my private equity clients today, I use it all the time when it comes to understanding how markets are gonna affect different types of investors. I knew I could do that effectively and I could do that for a handful of clients. So number of the clients we have are pure play regional focused. I use that day to day.

Valuation 130

Valuation Engineering Numbers Marketing 130

The Big Picture

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Economics 157

Economics Math Numbers Marketing 157