article thumbnail

#FA Success Ep 375: Running 20+ Client Meetings Per Week By Systematizing The Meeting Prep And Follow-Up Process, With Rob Schultz

Nerd's Eye View

We also talk about Rob's journey from getting an undergrad in Kinesiology and starting med school to moving into accounting and then ultimately becoming a financial planner through the program at UCLA (because financial planning was the perfect blend of helping people the way he wanted to in medicine, and working with numbers the way he did in accounting), (..)

Clients 130
article thumbnail

Transcript: Ilana Weinstein

The Big Picture

When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right. WEINSTEIN: Okay, so medicine, law, consulting, those industries have now over 50% women. Business school when I went was 20 something percent. We do case studies, idea pitches, mock portfolios, business plans.

article thumbnail

Transcript: Vincent Aita of Cutter Capital

The Big Picture

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. It’s starting to move into cardiology, it’s starting to move into other areas of medicine. It continues to emerge.