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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. I know our education plan is on track for retirement.” Budget updates.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. And what’s their budget like a fraction of it, right? And he found, through his lawyer, a foundation called the Long Bets Foundation.

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. I pay for their continuing education. Mindy: Yeah.

Planning 130