The Big Picture

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And for advice, for us, too, is also a matter of you think about advisors, how are we using model portfolios to make their result better? Like, I can just get private equity into my clients’ portfolios.

Clients 279

Clients Investing Investments Retirement 279

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. Nobody believed the bust had happened.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. When you launched in 2001, what were you launching with More is a hundred plus.

Banking 147

Banking Investing Investments Assets 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. It was like 13 out of 13 in the GE portfolio.

Engineering 259

Engineering Banking Numbers Management 259