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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

MARCH 25, 2025

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Jim O’Shaughnessy : So I think the most surprising thing was a number of people at various firms that I was investigating working for before starting my own. The numbers are pretty bad.

Management

Management Numbers Investing Investments

Podcast: Preparing to Sell Your Financial Advisory Firm With Ron Carson (Listen Now)

Indigo Marketing Agency

OCTOBER 25, 2019

Have you seen the most recent numbers on adviser growth by asset category? CA: I don’t think I’ve seen those numbers. The numbers, the flow… As you went up in size, the 10 million and under were going backwards quickly. RC: I think we’re at a real turning point, Claire. Let me take a step back. CA: Right.

Clients

Clients Financial Advisor Planning Numbers

Financial Advisor Source

Transcript: Jim O’Shaughnessy on Infinite Wisdom

Podcast: Preparing to Sell Your Financial Advisory Firm With Ron Carson (Listen Now)

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