Nerd's Eye View

JANUARY 7, 2025

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Welcome to the 419th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Peter Krull.

Investments 96

Investments Quantitative Data Construction Marketing 96

PYMNTS

NOVEMBER 3, 2016

The company said the data collection to date is still very much in the early stages, but it is something it’s investing in. Data collection is extremely important for us as we grow — for not only studies but also for sales, marketing and our expansion nationally,” said Shams.

Startups 75

Startups Quantitative Data Planning Sales 75

CFO Talks

NOVEMBER 11, 2024

The challenge of financial forecasts based on quantitative data was both stimulating and rewarding. Next, I develop a plan that outlines potential solutions. In summary, my approach to overcoming obstacles involves thorough assessment, planning, collaboration, adaptability, and a focus on continuous learning.

CFO 52

CFO Leadership Problem Solving Communication 52

PYMNTS

AUGUST 12, 2019

What consumers needed was a one-stop source of transparent data about FinServ products that offered both quantitative data in the from interest rates, fees, loan terms, etc and qualitative reviews from consumers who have used the product. So he built one.

Quantitative Data 70

Quantitative Data Education Accounting Leverage 70