Consultants, Law Firms and Management Fees

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Consultants

Law Firms

Management Fees

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. It’s transactional – the nature of the fee charged isn’t what makes it a transaction or a relationship, it’s how they feel about you and how you treat them that does.

Portfolios

Portfolios Investors Consultants Consulting

Transcript: Ilana Weinstein

The Big Picture

JULY 4, 2023

You go from Goldman Sachs to Harvard Business School to the Boston Consulting Group. was like getting my post MBA not so much that I wanted to be a consultant but I wanted to learn about different industries and different types of problems. When you compare it to law, to medicine, to — RITHOLTZ: Centuries, right.

Hedge Funds

Hedge Funds Funds Capital Banks

Private Equity Central

Saving investors from the “Humpty Dumpty portfolio” with hourly financial advisor Rick Ferri, CFA

Transcript: Ilana Weinstein

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