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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

My guest on today’s podcast is Mindy Crary. Michael: I’m really excited about today’s conversation and getting to dig a little bit into the advisory firm that you’ve built. Everything’s a flat fee for 12-month engagement. That’s the whole engagement. Executive Summary. Mindy: Yeah.

Planning 130
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Transcript: Jenny Johnson, Franklin Templeton

Barry Ritholtz

She’s been CEO since February 2020. She’s been with the firm for decades. With no further ado my conversation with Franklin Templeton’s CEO, Jenny Johnson. JENNY JOHNSON, PRESIDENT AND CHIEF EXECUTIVE OFFICER, FRANKLIN TEMPLETON: Thank you Barry, it’s great to be here. They run about a $1.5

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Transcript: John Hope Bryant

Barry Ritholtz

In America, he was vice chair of President Bush’s Council on Financial Literacy and sat on a similar council on financial capability for President Obama. That’s my favorite one. That’s my story of my failures, not my successes. Let’s start a little bit with your background.

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The Difference Makers: Key Person(s) Valuation

Musings on Markets

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies.

Valuation 113
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Transcript: Robert Koenigsberger

Barry Ritholtz

If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed. So with no further ado, my interview with Gramercy Funds Management’s Robert Koenigsberger. I found it fascinating, and I think you will also.

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Transcript: Brian Hamburger

Barry Ritholtz

Really there are a few people in the industry with a better perch on what’s going on, a better position to see the industry, which, depending on which survey you read, is anywhere between $38 trillion and $97 trillion. With no further ado, MarketCounsel’s Brian Hamburger. It’s so great to be here.

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Transcript: Howard Lindzon

Barry Ritholtz

He launches Wallstrip in the early 2000s and before you know it, he’s in the middle of a bidding war with a bunch of different people, theStreet.com and CBS wanting to buy it. He’s my producer, went to school together at ASU. Everything’s padded, it’s all about sound. Pretty nice. RITHOLTZ: Right.

Leverage 111