The Big Picture

JULY 11, 2023

They run about a $1.5 Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. Let’s talk a little bit about your background. RITHOLTZ: Okay.

Management 213

Management Investing Investments Assets 213

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” What is an advice-only financial planner? So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

The Big Picture

APRIL 25, 2023

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. Really there are a few people in the industry with a better perch on what’s going on, a better position to see the industry, which, depending on which survey you read, is anywhere between $38 trillion and $97 trillion.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

NOVEMBER 21, 2023

What can I say? Brad Gerstner is a founder and investor in technology startups. He’s been in doing this for about 20 years. They invest primarily in private and public companies. That what, tell us what you were doing with Forest River. The Japanese were attacking our auto industry.

Investing 246

Investing Investments Startup Accounting 246