Business Planning Financial Services Recruitment 
Nerd's Eye View
SEPTEMBER 13, 2022
Carolyn is the President of Thrivent Advisor Network, an RIA platform that offers partnership and affiliate models for financial advisors and oversees $6.5 billion in assets managed by over 20 affiliated independent advisor businesses.
Nerd's Eye View
SEPTEMBER 17, 2024
We also talk about Eric's own unique career journey, which started in commercial banking with stops along the way that included a variety of roles at Goldman Sachs Asset Management and working as an internal full-time Chief Investment Officer for a large national RIA before starting his current fractional CIO role, how Eric has leveraged recruiters (..)
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Nerd's Eye View
SEPTEMBER 28, 2022
In this episode, we talk in-depth about how Joe has witnessed firsthand as an advisory firm owner, and now a partner at a leading global investment management firm, how the financial services industry is evolving in real time as more banks and brokerage firms are truly adopting financial planning and implementing advisory services at national scale (..)
Nerd's Eye View
MARCH 7, 2023
What's unique about Yonhee, though, is how, through her nearly 4 decades with JMG Financial Group, Yonhee has been a part of not only the firm’s succession plan to its second generation of owners but now to its third generation of leaders… and along the way, has personally recruited, trained, and retained the majority of the firm’s (..)
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. We do case studies, idea pitches, mock portfolios, business plans.
The Big Picture
MARCH 5, 2024
So I saw many companies then taxed and financial services. So it was a great training ground to understand how, you know, theoretics went, went into the practical business. They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there.
The Big Picture
JULY 18, 2023
And we have a great leadership team that Stephen Scherr is running that’s doing an exceptional job in prosecuting that business plan. ” And this person was doing recruiting at one of the big banks and she’s like, “Well, you need some interesting experience. Now, what happened was a bit of luck.
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