Wednesday March 24, 2021
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Wednesday March 24, 2021
// March 24th, 2021 // Comments Off on Wednesday March 24, 2021 // Daily News
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Financial Advisor Success
- Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with Jenna Biancavilla September 8, 2026Key metrics can not only show how your advisory firm is performing, but also whether your team is thriving. Today's guest builds a 'killer' scorecard to track the metrics that matter – from client engagement and new business activity to employee time off and retention – as well as why she shares valuable planning insights […]Michael Kitces
- Ep 505: Using A "Pillow Test" To Make The Hard Business Decisions On The Way To $3.5B AUM with Andrew Rosen September 1, 2026How do you know you're making the right decision, especially when every option comes with trade-offs? Whether you're making career decisions or leading a growing advisory firm, today's guest offers practical lessons on building a business that aligns with your values while creating long-term success. Andrew Rosen is the Executive Chairman of Diversified, LLC, and in this […]Michael Kitces
NY Times Economix
- 10-Minute Challenge: Angel Oak September 8, 2026We’d like you to look at this tree for 10 minutes, uninterrupted.Larry Buchanan
- Flashback: Your Weekly History Quiz, Sept. 5, 2026 September 4, 2026Can you sort 8 historical events?Matt Stofsky
- Flashback: Your Weekly History Quiz, Aug. 15, 2026 September 4, 2026Can you sort 8 historical events?Charlie Millson
- Flashback: Your Weekly History Quiz, Aug. 22, 2026 September 4, 2026Can you sort 8 historical events?Marina Wang
- Flashback: Your Weekly History Quiz, Aug. 29, 2026 September 4, 2026Can you sort 8 historical events?
