Remove Advertising Remove Communication Remove Strategic Planning
article thumbnail

How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

But by advertising smarter, you end up working less and succeeding more. Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning.

article thumbnail

Transcript: Joanne Bradford

The Big Picture

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. San Diego State studying journalism and advertising. It was fun.

Startup 147
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. He communicates to them what he would tell anyone who has a large investment in the company.

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. He communicates to them what he would tell anyone who has a large investment in the company.

article thumbnail

Transcript: William Cohan

The Big Picture

COHAN: — right now, that allowed people to communicate with one another. 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: You know — RITHOLTZ: What’s your advertising dollar?