The Big Picture

MARCH 20, 2024

. ~~~ About this week’s guest: Jim O’Shaughnessy, former chairman and founder of O’Shaughnessy Asset Management (now part of Franklin Templeton) and author of the New York Times bestselling book, “What Works on Wall Street” — the first quantitative investing book available to the general public.

Investing 162

Investing Investments Portfolio Valuation 162

Clever Girl Finance

JULY 8, 2024

And be sure to check out our list of best side hustle books as well!). When I became a freelance writer, I really enjoyed the freedom with my time, as well as the ability to set my own prices and find clients I wanted to work with. For example, I could choose to go out and get my own clients from the start.

Clients 95

Clients Advertising Media Planning 95

Clever Girl Finance

FEBRUARY 12, 2023

Definitely check out our list of best side hustle books as well!). For example, you may choose to go out and get your own clients from the start. You can provide bookkeeping services online or offline, and it can be the best side hustle for women who are great at math and business. blog management, content creation, etc.

Advertising 92

Advertising Clients Media Electronics 92

Sara Grillo

APRIL 11, 2023

The reason I put all this together is I see a ton of financial advisors out there who struggle to get a grasp of what the math behind a financial advisor practice looks like. It’s important if you want to grow/manage your practice the right way (for the sake of your clients) that you grasp this. Thanks for reading.

Financial Advisor 97

Financial Advisor Management Accounting Consulting 97

The Big Picture

JUNE 18, 2024

She has a, a fascinating career, and the new book is really interesting that basically teaches people to, you know, take control of their own careers, develop a vision and a plan, and then execute it. So I know in the book, you write about wanting to come to New York City and being like, gee, this is a little intimidating.

Media 147

Media Food Advertising Investing 147

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. phenomenon, it’s a global phenomenon and we want to be able to service our clients in all regions of the world. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

APRIL 12, 2023

The way I've been approaching this has been to build the 40% differently, to not pile the 40% or 35% or 45% depending on the client, all into fixed income. Fixed income holdings with equity beta stand to be far less effective at helping manage equity volatility with 2022 being a text book example that we'll study for the rest of our careers.

Portfolio 75

Portfolio Math Clients Retirement 75

The Big Picture

SEPTEMBER 10, 2024

So I would say the challenge of having those roles is that our institutional clients are much shorter term. And, you know, Morgan Stanley has all types of different clients. We have institutional clients, we have retail clients, we have, you know, pension funds, we have endowments. That’s the big five in my book.

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

SEPTEMBER 3, 2024

00:10:34 [Speaker Changed] And, and I don’t recall if this was on the podcast with John Mack or in John Mack’s book, but he had nothing but really nice things to say about Mitsubishi. 00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking.

Investing 147

Investing Investments Management Valuation 147

The Big Picture

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. Two reasons.

Assets 147

Assets Management Investing Investments 147

Random Roger's Retirement Planning

JUNE 3, 2024

Do the math on your particulars like what your various sources of earned income will likely be, how much your RMDs will likely be and so on. Among the comments which mostly accused Slott of pedaling fear in order to sell a book was this interesting comment. I'm paraphrasing Slott. Work with your accountant though.

Numbers 98

Numbers Taxes Retirement Accounting 98

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. It goes back to the client. And then I was looking for something more applied.

Investing 130

Investing Investments Clients Numbers 130

Clever Girl Finance

JULY 6, 2023

Bookkeeping and accounting If you liked math in school and have a knack for numbers, you might make a great bookkeeper. Social media management may involve daily tasks of posting and interacting with clients on Facebook, Instagram, and even Twitter. It’s completely up to you how many clients you take and how often you work!

Clients 105

Clients Media License Advertising 105

Clever Girl Finance

JULY 13, 2022

It's common to see self-taught professionals in the tech industry, so you can easily find resources to teach yourself web design and start seeking clients. You can work on them on your own as a side hustle , or scale up and hire other virtual assistants so you can take on more clients. Web design. Social media management. Food service.

Food 122

Food Advertising Media Planning 122

Midstream Marketing

DECEMBER 5, 2019

” In discussions that I was having with some of my clients around the same time, I quickly learned that I was NOT the only one having these types of concerns. That’s a bit like asking “do you have to build trust before a prospect becomes a client?” ” Yes, absolutely, it does.

Financial Advisor 52

Financial Advisor Math Engineering Clients 52

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

FEBRUARY 6, 2024

I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. So I was at Harvard.

Valuation 130

Valuation Investing Investments Assets 130

Good Financial Cents

FEBRUARY 10, 2023

Freelancers usually work on projects for multiple clients at the same time. As you build a client base and become more proficient at writing, you can make $200 a day. Many people on the web and elsewhere are looking to create books, tutorials, and other long-form projects but don’t have the time to do the actual writing.

Advertising 102

Advertising Media Food Management 102

The Big Picture

MAY 30, 2023

He has written five books with more coming. By the way, my last book is “Up From Nothing.” You tell a story in one of your books of a banker who shows up at your elementary school class and that kick-started your interest in finance? But in capitalism and free enterprise, there is no rule book. RITHOLTZ: Right.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I worked in sort of a quasi portfolio management role for like a single client account type business. Let’s talk about books. So for me, those are great books. What’s the name of the Silva book?

Assets 264

Assets Investing Investments Management 264

Sara Grillo

MAY 3, 2024

There is a science and math to it. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn. It’s not magic.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

FMG

DECEMBER 22, 2022

My new brand also allows me to focus more on creating- I’m currently writing a book, and breaking out some of the chapters into workshops on topics like money mindset and money and relationships. As you’re based in Washington, how has the pandemic affected your business plan and the way you communicate with clients?

Financial Advisor 52

Financial Advisor Compliance Clients Communication 52

Clever Girl Finance

FEBRUARY 21, 2024

The term personal finance ratios might give you flashbacks to math class, learning various formulas, equations, and ratios. As a full-time freelancer, I’ve had months where I have a ton of clients and projects, as well as months where business is a little slower. Don’t rule it out because of a math equation.

Assets 98

Assets Numbers Math Retirement 98

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. It’s impossible to figure out from the illustration – it can only be determined based upon this supplemental report that is usually not asked for by the fiduciary financial advisor or the client. And , you have to do the math by hand. There is an admin charge of about $49k.

Insurance 59

Insurance Clients Financial Advisor Math 59

Clever Girl Finance

MARCH 6, 2023

Tutor younger kids If you have excelled in a particular subject, it is time to put those book smarts to the test. As you start hearing from potential clients , talk to your parents before meeting up. Set up a regular rotation of clients so that you always have enough snow to shovel. Video editing would be very similar.

Media 105

Media Accounting Banking Food 105

Yardley Wealth Management

JULY 20, 2022

The math is the easy part, but James and Pamela have never really had a conversation on what their dream will look like—or even to what extent they both share it. It’s surprisingly common for me to have married clients who have never really had those conversations with each other. So—problem solved, right? Well, actually, no.

Retirement Planning 52

Retirement Planning Budgeting Retirement Wealth Management 52

The Big Picture

JULY 4, 2023

.” It’s really helpful to have had five other meetings with people who sit at analogous funds that had losses that were just as big, and in fact, they may have contributed to those losses more and be able to tell him, first off, your fund, just by my math, has a $250 million management fee. WEINSTEIN: I do, Barry.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? Let’s talk about some books.

Numbers 147

Numbers Banking Investing Investments 147

Good Financial Cents

APRIL 14, 2023

Selling E-books 2. Selling E-books If you have an idea for an e-book, this might be one of the very best ways to create a regular income. Maybe best of all, once you get your book published and marketed, the income is totally passive! And if you can find success with one e-book, you can just rinse and repeat.

Accounting 91

Accounting Communication Investing Investments 91

The Big Picture

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. It’s client related, it’s media like we’re doing today.

Portfolio 130

Portfolio Investing Investments Numbers 130

Clever Girl Finance

AUGUST 10, 2022

You could list your parking space on a platform like JustPark , where people can search and book spaces for their vehicles. You can list your storage space on platforms like Neighbor , where people in need of storage can find and book your space. Rent out your storage space. Rent out your spare room. Become an Uber driver.

Advertising 82

Advertising Medical Media Math 82

Good Financial Cents

FEBRUARY 8, 2023

Tutoring If you’re a whiz at math, science, or English, you can tutor students in your community who need to improve their grades. Almost any subject qualifies, but math, science, and English are usually the most in demand. If you have specific skills, you may be able to sell them to paying clients. My name is Bentley.

Advertising 105

Advertising Sales Media Math 105

Clever Girl Finance

OCTOBER 30, 2023

Typical tasks include schedule planning, email management, answering phone calls, data entry, booking travel, and managing social media. As an ESL teacher, you will be able to teach English to clients in places such as Hong Kong, China, and the Middle East who are looking to improve their career prospects by learning English.

Recruitment 52

Recruitment Engineering Certification Communication 52

The Big Picture

FEBRUARY 13, 2023

Much of how BlackRock evolved is, you know, trying to be pressured about what is the next evolution of what clients are looking for. You know, and I think there’s something that’s really important about, you know, we run our franchise around; A, what is the client looking; or B, the risk system. RIEDER: A 100 percent.

Economy 147

Economy Numbers Marketing Marketing 147

Clever Girl Finance

JUNE 21, 2023

You typically can’t start making money as a blogger or freelancer overnight since it’ll take time to grow your readership or gain clients. For instance, you’ll likely schedule appointments, respond to customer emails, complete travel bookings, do data entry, etc. But don’t despair just yet!

Food 52

Food Accounting Retail Clients 52

Brown Advisory

JUNE 16, 2022

Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.

Investments 52

Investments Investing Accounting Valuation 52

Brown Advisory

JANUARY 17, 2024

One of our informal measures of a good book is how many pages are dog-eared (corners are turned over) for the return reading. During 2023, one of our most beaten-up books was ‘What I Learned About Investing from Darwin’.2 We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.

Investing 52

Investing Investments Portfolio Compliance 52