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

MAY 16, 2023

Jim describes how he and his firm provide what he calls a 'time energy shield' for their busy business-owner clients by helping them find the right professionals they may need, managing the projects with their professionals, and even fielding the inevitable business pitches that come at their clients, and why Jim and his firm use Monday.com instead (..)

Valuation 246

Valuation Financial Advisor Financial Planning Recruitment 246

Nerd's Eye View

MARCH 19, 2024

And be certain to listen to the end, where Meredith shares how she struggled in knowing how to really run an advisory practice like a business due to a lack of mentors around her (and is now much more mindful of the types of fellow advisor business owners she surrounds herself with), why Meredith still feels like her practice is in a "chasm of potential (..)

Financial Advisor 189

Financial Advisor Recruitment Clients Assets 189

Nerd's Eye View

JANUARY 17, 2023

We also talk about how Matt stumbled into his own advisory career in the late 1990s as a 22-year-old recent college graduate after a recruiter found him a job as an operations point person for an ultra-high-net-worth top-producing team of four brokers at the Beverly Hills branch of Merrill Lynch, how after admittedly making the mistake of leaving Merrill (..)

Consulting 130

Consulting Recruitment Financial Advisor Financial Planning 130

Nerd's Eye View

AUGUST 6, 2024

In this episode, we talk in-depth about how Jaime has managed the acquisition of firms ranging in size from under $10 million to nearly $500 million of assets under management, how the way Jaime's firm has financed these deals has changed over time, from scraping together funds from family and personal credit for its first deal to bank-financed business (..)

Commission 130

Commission Retirement Financial Advisor Recruitment 130

Nerd's Eye View

APRIL 4, 2023

In this episode, we talk in-depth about how Marc developed and implemented his unique marketing strategy of writing parody commercials that feature a satirical sales-centric advisory firm, Bear Brothers Financial, and how he got mentally comfortable taking such a non-traditional approach to trying to stand out in his marketing, how Marc has sought (..)

Financial Advisor 130

Financial Advisor Marketing Marketing Recruitment 130

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 (..)

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

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 (..)

Financial Advisor 130

Financial Advisor Recruitment Clients Financial Services 130

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.

Management 147

Management Recruitment Numbers Banking 147

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 277

Management Investing Investments Economics 277

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 147

Banking Portfolio Assets Investing 147

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.

Investing 130

Investing Investments Assets Insurance 130

Good Financial Cents

APRIL 19, 2023

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. You can profit by sharing the company’s products with others, you can use products yourself, and you can recruit others.

Accounting 105

Accounting Investing Investments Media 105

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 290

Media Investing Investments Valuation 290