Remove tag max group
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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

Sometimes we do group casework calls if I’m bringing a new planner in. Michael: So just literally, client’s got an expenditure from such and such restaurant, you tag that as, that’s a restaurants thing. I review every single plan with all of our planners. And then they have the strategy session.

Planning 130
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Transcript: Benjamin Clymer & Jeffery Fowler, Hodinkee

Barry Ritholtz

And then within LVMH, I moved to Tag Heuer, which is a pure watch business — RITHOLTZ: Right. FOWLER: — within the broader luxury group. It was really kind of in the Tag Heuer timeline for me, career-wise, that I became aware of Ben and of Hodinkee. I mean, I wear Air Maxes almost every day. CLYMER: It is.

Retail 65
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Transcript: Howard Lindzon

Barry Ritholtz

I can either just give it away for free, which, you know, I started the cash tag dollar sign… RITHOLTZ: Right. So luckily I had this great group of mentors and like you, they were blogging. Four years ago, I invested in max my interest, my friend Gary, because he was, he was aggregate. I, you know, some days I love the idea.

Leverage 112