Nerd's Eye View

MAY 29, 2023

But after experiencing tepid business growth, he soon realized that he did not stand out in the sea of generalist advisors. So he decided to pivot and serve a niche with which he had significant experience: the nuclear power industry.

Risk Tolerance 246

Risk Tolerance Financial Advisor Clients Planning 246

Nerd's Eye View

AUGUST 21, 2023

In particular, niche firms had significantly higher efficiency scores than non-niche firms when using search engine optimization and drip marketing, two tactics that require relatively little of an advisor’s time to implement.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

JANUARY 30, 2024

Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households.

Financial Advisor 246

Financial Advisor Clients Compliance Engineering 246

Nerd's Eye View

JANUARY 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Docupace launches an ‘RIA Productivity Toolkit’ as it increasingly expands beyond its document management roots in a bid to become more of the back-office workflow engine of small-to-mid-sized advisor enterprises.

Insurance 246

Insurance Engineering Financial Advisor Clients 246

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

JUNE 18, 2024

Brent is the founder of Advisor Rankings, a marketing firm based in Boise, Idaho that specializes in search engine optimization for financial advisors. Welcome back to the 390th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brent Carnduff.

Financial Advisor 130

Financial Advisor Clients Engineering Planning 130

Nerd's Eye View

AUGUST 20, 2024

And be certain to listen to the end, where Kelli shares how she has helped increase Halbert Hargrove's AUM over the $3 billion mark in part by leveraging a public relations firm as well as local search engine optimization to attract new prospects and lift their organic growth rate, how Kelli brought on a sales coach to help her firm's existing advisors (..)

Financial Advisor 130

Financial Advisor Clients Sales Engineering 130

Nerd's Eye View

AUGUST 13, 2024

And be certain to listen to the end, where Eric discusses the key differences between CPA firms and RIAs, particularly the contrast between the goal of CPAs to maximize the efficiency of their billable hours and the more long-term client relationship-building done by financial advisors, how Eric approaches acquisitions, targeting younger or mid-career (..)

Financial Advisor 130

Financial Advisor Financial Planning Accounting Planning 130

Trade Brains

AUGUST 17, 2024

It is a leading turnkey pre-engineered steel construction solution provider in India. They offer integrated design, engineering, manufacturing, and on-site project management services. About The Industry India’s pre-engineered buildings (PEB) industry has grown steadily, reaching Rs. The order book grew from Rs.

Manufacturing 59

Manufacturing Engineering Government Certification 59

Good Financial Cents

MAY 8, 2023

Your car engine might explode. Example 5: Start a Business Specific: Launch a profitable business in the next 5 years. Measurable: Develop a business plan and secure funding within the next 12 months. Relevant: Starting a business is a long-term financial goal that aligns with personal values and aspirations.

Education 102

Education Retirement Business Planning Investments 102

Trade Brains

SEPTEMBER 21, 2024

Reliance Infrastructure Limited engages in engineering and construction services across various sectors, such as roads, metro rail systems, and airports. Reliance’s defence business plans to expand through joint ventures such as Dassault Reliance Aerospace Limited (DRAL). crore in FY24.

Transportation 52

Transportation Engineering Distribution Planning 52

Clever Girl Finance

JULY 10, 2023

There are many ways to start a business and make big money, even if you need to find out how to start a business with no money at all! Kick things off with the initial idea: how do you envision the business working? While you can enter this sector by going to college, 27% of software engineers don’t have a college degree.

Engineering 40

Engineering Education Communication Medical 40

Clever Girl Finance

JULY 6, 2023

It takes a lot of work and learning SEO (search engine optimization) before your blog posts start appearing in search engine results. Only then can you turn your blog into a successful business and a source of revenue. SEO auditing Because the internet is huge, it can be hard for businesses to stand out.

Clients 105

Clients Media License Advertising 105

Clever Girl Finance

AUGUST 31, 2022

Senior software engineer - $133,241. On the flip side, you’re also the one assuming all the risk, so make sure you have a solid plan.) Find out how to start a business from scratch and outline your business plan. That can enable you to earn a high salary from your home base in an LCOL city/town!

Taxes 97

Taxes Medical Sales Planning 97

Clever Girl Finance

JULY 13, 2022

A short-term rental business can help you cover the mortgage and taxes on a property and turn a profit, but they can also be risky during periods of travel uncertainty. Build a solid business plan and don't over-leverage yourself. Only then can you turn your blog into a successful business and a source of revenue.

Food 122

Food Advertising Media Planning 122

Midstream Marketing

NOVEMBER 5, 2024

For instance, if you are working with entrepreneurs, your financial advice should cover business planning, succession strategies, and smart investment ideas for saving on taxes. These might be cash flow management for freelancers, retirement planning for teachers, or investment strategies for tech workers.

Financial Advisor 52

Financial Advisor Marketing Marketing Financial Advice 52

The Big Picture

OCTOBER 19, 2023

If you can’t beat ’em, join ’em seems to be the business plan, even if it makes the rest of us miserable in the process. The response has been to approach news coverage in a similar algo-driven, dopamine-chasing manner that makes Social media so toxic. We are what we eat, media diet included. Atlantic, Oct.

Media 351

Media Economy Economics Wealth Management 351

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. All that said, you wrote the, the business plan.

Banking 147

Banking Investments Investing Assets 147

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking 147

Banking Economics Business Planning Economy 147

The Big Picture

OCTOBER 19, 2022

Just go with your business plan.” Sebastian Escobar is our audio engineer. You’ve been listening to Masters in Business on Bloomberg Radio. You know, another thing Bill did that I thought was really great at that time is when London sky is falling, everybody is laying off. So we hired great people. I’m Barry Ritholtz.

Financial Advisor 286

Financial Advisor Clients Taxes Investments 286

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. Sarah Livesey is my audio engineer. So a quick fun fact about, about Koch at Magnetar today we have three of my prior bosses that, you know, from Koch.

Banking 147

Banking Portfolio Assets Investments 147

The Big Picture

JUNE 7, 2023

What is that business plan look like? That’s the DNA of your business. And behind those cars, OK, you have mechanics, engineers, strategists, teams of people that are helping. So you have to be really kind of thoughtful about Tom Quinn earlier. What is what am I what do I want to do? What is my strategy look like?

Management 277

Management Investments Investing Economics 277

The Big Picture

JULY 18, 2023

Most guys and gals who get into the business of working at a hedge fund, never mind you know founding and running one, you I think there’s a pretty typical track where they’re finance majors at top schools, they work at an investment bank or an advisory bank, sometimes at a law firm, and then they make their way into the investing realm.

Investments 130

Investments Investing Assets Insurance 130

Trade Brains

JUNE 10, 2023

Construction Industry : Heavy-duty portable air compressors are ideal for the specialised requirements of road construction, restoration work, civil engineering, and a variety of other construction applications. By the end of 2024, India is aiming to double its auto industry market size to ₹15 lakh crores.

Pharmaceutical 52

Pharmaceutical Manufacturing Planning Medical 52

The Big Picture

JULY 4, 2023

We do case studies, idea pitches, mock portfolios, business plans. Samantha Danziger is my audio engineer. You’ve been listening to Masters in Business on Bloomberg Radio. ~~~ The post Transcript: Ilana Weinstein appeared first on The Big Picture. It sounds like it’s not an easy thing to do.

Management 147

Management Recruitment Numbers Banking 147

The Big Picture

OCTOBER 8, 2024

My role was just to like dig through business plans, dig through drug development, and try to handicap what would work, but equally as interestingly, what’s gonna fail. Steven Gonzalez is my audio engineer. So, 00:08:11 [Speaker Changed] So, so you began as what a junior analyst? Anna Luke is my producer.

Healthcare 147

Healthcare Medicine Portfolio Investments 147

The Big Picture

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. 01:09:02 [Speaker Changed] So the problem is that FTX, the way the exchange was set up, they claim they had this great risk management system, this amazing liquidation engine. Rich Ani is my audio engineer. 01:09:24 [Speaker Changed] Yes.

Numbers 162

Numbers Banking Accounting Taxes 162

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. Samantha Danziger is my audio engineer.

Media 290

Media Investments Investing Valuation 290

The Big Picture

FEBRUARY 4, 2025

But that being said, it is still the case that if there is uncertainty, that does obviously have implications for business planning, for household planning. Sarah Livesey is my audio engineer. How not to invest at your favorite bookstores. March 18th. I would be remiss if I did not thank the crack staff.

Economy 257

Economy Banking Economics Taxes 257