Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Number of employees per client? It’s ridiculous.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

Carson Wealth

MARCH 25, 2024

We like this definition from Forbes: A stock market bubble — also known as an asset bubble or a speculative bubble — is when prices for a stock or an asset rise exponentially over a period of time, well in excess of its intrinsic value. And sure enough, both Apple and Tesla have drastically underperformed lately. But a bubble overall?

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

NOVEMBER 14, 2023

She has run a number of firms and a number of divisions at large firms and traced a career arc that’s just very unusual compared to the typical person in finance. It was Mass Financial Services. Didn’t really think about going into financial services. And I literally reached out. Managing them.

Math 130

Math Management Insurance Assets 130

The Big Picture

MAY 23, 2023

My dad was a public GP, you know, in the National Health Service in England and my mom was a public school teacher. And quite frankly, I didn’t know what financial services was. Maybe it’s leverage, maybe it’s a tele protection, maybe it’s an overlay hedge, maybe it’s any number of these things. And technology on.

Clients 150

Clients Management Engineering Investing 150

The Big Picture

AUGUST 15, 2023

RITHOLTZ: The whole pre-financial crisis decade or two, hedge funds crushed-crushed it. Or at least the top, pick a number, 30, 40%. Let me say what your compliance wouldn’t allow you to say. I don’t remember the number. So you’re talking about an average of a large number. Less, 20, 30%?

Management 130

Management Investing Investments Government 130

The Big Picture

SEPTEMBER 5, 2023

And I literally put the entire Schedule A, which is the pricing square footage unit numbers in a Hewlett Packard 41B using bit mapping. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation.

Sales 130

Sales Numbers Taxes Marketing 130

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And before you knew it, she was the number one salesperson for selling to professional salons in the whole country. But I had some really good, strong women in my life. RITHOLTZ: Really?

Compliance 150

Compliance Clients Wealth Management Management 150

The Big Picture

FEBRUARY 28, 2023

You sit on the board of directors on a number of portfolio companies. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector. And I know there may not be any definitive answer. LAYTON: — like a private equity firm. RITHOLTZ: That’s really interesting.

Clients 140

Clients Investing Investments Assets 140

The Big Picture

MAY 21, 2024

And meanwhile, I was doing, you know, I was working at this financial services company and I was really interested in what they were doing. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number. Rule number nine from Bob Farrell. That’s right.

Numbers 140

Numbers Management Banking Marketing 140

The Big Picture

MAY 16, 2023

Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. And they go, what’s street.com’s number. RITHOLTZ: Definitely, right. ” I do the pitch. I go, maybe.

Media 275

Media Investing Investments Valuation 275