Indigo Marketing Agency

AUGUST 13, 2024

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning. This simple step can save you hours each week by eliminating back-and-forth emails.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. Like, selling GE Capital assets was not an option. COHAN: So, if you have those assets — RITHOLTZ: Yeah. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259