Harness Wealth

AUGUST 22, 2023

From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business.

Accounting 52

Accounting Taxes Insurance Startup 52

Steve Feinberg

JANUARY 30, 2023

HVAC technicians have to be knowledgeable about the service and products they provide, something that takes years of practice and skill to do effectively. HVAC businesses are part of a class of small businesses that are difficult to manage for one reason: you can be the best at what you do and still have a struggling business.

Accounting 52

Accounting License Taxes Management 52

eMoney Advisor

FEBRUARY 8, 2023

Not only the administrative work that comes from managing client accounts but also the aspects of keeping the business running and marketing to bring in new clients. Modern marketing comes down to having a strong digital strategy and one of the best places to start is with your firm’s website.

Marketing 81

Marketing Marketing Clients Certification 81

The Big Picture

JULY 11, 2023

They run about a $1.5 Family members helped found the farm, have run it for a long time. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, once again, I have an extra, extra special guest. Jenny Johnson is CEO of investment giant Franklin Templeton. She’s been CEO since February 2020. RITHOLTZ: Right.

Management 211

Management Investing Investments Assets 211

The Big Picture

FEBRUARY 21, 2023

I have now interviewed all four Vanguard CEOs for Masters in Business, Jack Bogle, Jack Brennan, Bill McNabb, and now Tim Buckley. Really quite a fascinating conversation, a tour de force. With no further ado, my Masters in Business Live discussion with the Vanguard Group CEO Tim Buckley. You’ve been at Vanguard for over 30 years.

Clients 267

Clients Investing Investments Retirement 267

Harness Wealth

OCTOBER 11, 2023

This makes it crucial for them to not only be well-versed in cybersecurity best practices but to actively coach their clients and team members on these best practices as well. Cybersecurity has become a pressing concern for businesses across all industries, including accounting firms.

Accounting 59

Accounting Taxes Clients Communication 59

eMoney Advisor

JANUARY 17, 2023

As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business owners, and even tech CEOs is, “If you had your own RIA, what would your tech stack look like?” Do you offer tax planning as a service but manage client tax data in Microsoft Excel?

Consulting 84

Consulting Education Financial Advisor Clients 84

Sara Grillo

MARCH 13, 2023

I wanted to have this talk because a lot of advisors just look at ETFs as well, kinda just there. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Do ESG funds suck?

Financial Advisor 59

Financial Advisor Assets Management License 59

SEI

SEPTEMBER 17, 2022

There's a expense bucket around production, so running the system every day. We have over a million accounts up and running every day on SWP. So I guess one of the reasons why expenses are kind of elevated is you're running both Trust3000 and SWP. Prior to that, he was the firm's chief information officer. Rajiv Bhatia: Got it.

Clients 49

Clients Assets Banking Planning 49

Brown Advisory

NOVEMBER 20, 2018

While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history. While current economic conditions in the U.S.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history. Multiple Risks. While current economic conditions in the U.S.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Berkshire Hathaway.

Insurance 52

Insurance Investing Investments Banking 52

The Big Picture

NOVEMBER 21, 2023

His firm, altimeter Capital, runs over $10 billion. Brad Gerstner is a founder and investor in technology startups. That’s after returning a big chunk of capital and profits to their investors. He’s been in doing this for about 20 years. They invest primarily in private and public companies. He, he chose a, a challenging time.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. His name is Dave Nadig. And my answer was, well, I get all my information about this from Nadig.

Management 266

Management Assets Portfolio Investing 266