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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

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Framing, Context, Asking (not answering) Questions

The Big Picture

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. What purpose does limiting the number of medical students (and therefore physicians) serve?

Medical 334
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Sunday links: a liberating mindset

Abnormal Returns

avc.com) Health care In a study, private equity-owned hospitals have higher rates of serious medical complications. marginalrevolution.com) Global Home ownership is out of reach for an increasing number of Australians. (twitter.com) The tide went out in 2023 exposed all manner of poor prior decisions.

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Sunday links: too many theories

Abnormal Returns

institutionalinvestor.com) Amazon Amazon ($AMZN) is increasing the number of same-day shipping options. morningstar.com) Medical debt plays a big role in why the South has lower credit ratings on average. theatlantic.com) Economy Menzie Chinn, "Strong labor market, spending and income numbers all suggest no recession in place yet."

Ethics 243
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10 Sunday Reads

The Big Picture

Reuters ) • Quackonomics : Medical Properties Trust spent billions buying community hospitals in bewildering deals that made private equity rich and working-class towns reel. American Prospect ) • Twitter Is a Far-Right Social Network It can no longer be denied. ( Vox ) • Why is the US banning children’s books?

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Weekend Reading For Financial Planners (May 4-5)

Nerd's Eye View

At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)

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10 Wednesday AM Reads

The Big Picture

Grid ) • Long Covid Is Keeping Significant Numbers of People Out of Work, Study Finds : An analysis of workers’ compensation claims in New York found that 71 percent of claimants with long Covid needed continuing medical treatment or were unable to work for six months or more. ( 6 committee’s legacy.