Nerd's Eye View

MAY 16, 2023

In this episode, we talk in-depth about how, despite not implementing an AUM model, Jim’s firm was independently valued at $31 million of enterprise value based on the strength and growth rate of their retainer-based pricing model, how Jim arrived at his retainer-based model that charges $4,000, $6,000, or $10,000 per month to cover the breadth (..)

Valuation 246

Valuation Financial Advisor Financial Planning Clients 246

Nerd's Eye View

SEPTEMBER 13, 2022

Vest and Financial Network to improve upon or outright establish new advisory platforms within their existing brokerage businesses, and how in three short years, Carolyn built a new training and development platform for LPL’s largest advisors – helping them recruit and retain advisors, create better compensation packages, and even build (..)

Financial Advisor 238

Financial Advisor Financial Services Ethics Recruitment 238

Nerd's Eye View

AUGUST 6, 2024

billion in assets under management for approximately 900 client households. Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2

Commission 130

Commission Retirement Financial Advisor Recruitment 130

Nerd's Eye View

APRIL 4, 2023

Marc is the Founder of Fairhaven Wealth Management, an independent RIA based in Wheaton, Illinois, that oversees more than $1 billion in assets under management for 450 client households. My guest on today's podcast is Marc Horner.

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Nerd's Eye View

MARCH 7, 2023

Yonhee is a Principal and the Chief Operating Officer of JMG Financial Group, an independent RIA based in Chicago, Illinois, that oversees nearly $5 billion in assets under management for close to 1,500 client households.

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. You can earn passive income whether you’re an entrepreneur with a brilliant business plan, a talented artist, or just happen to have extra cash to invest.

Accounting 105

Accounting Investing Investments Media 105

Nerd's Eye View

MARCH 19, 2024

Meredith is the Founder & CEO of Artisan Financial Strategies, a hybrid advisory firm based in Alpharetta, Georgia, that oversees $77M in assets under management for 120 client households.

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

The Big Picture

JULY 4, 2023

. ~~~ Ilana Weinstein on the War for Talent at Hedge Funds (Podcast) ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest. What’s the secret to longevity in a space that is known for not having longevity?

Management 148

Management Recruitment Numbers Banking 148

Nerd's Eye View

JANUARY 17, 2023

What's unique about Matt, though, is how he and his wife have translated the years of hands-on support they’ve provided to independent advisory firms to improve their operations, tech stack, and overall scalability, into creating an entire community for the industry’s Chief Operating Officers – aptly dubbed as PFI’s “COO (..)

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

The Big Picture

JUNE 7, 2023

And I as I as someone who has been recruiting in this industry for the past 20 years with my team and we’re working with the biggest, most successful funds in the world, it’s tough. What is that business plan look like? Andrew Komori, who came out of G.E. Shore, is launching with three billion. So into the fray.

Management 278

Management Investing Investments Economics 278

The Big Picture

MARCH 5, 2024

They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. So that would be the draw, you know, the train lines end there so you can recruit people from, from the city, but it, it was probably a little more selfish.

Banking 148

Banking Portfolio Assets Investing 148

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 291

Media Investing Investments Valuation 291