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Fusion in L.A., Beverly Hills

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By Barry Ritholtz - March 17th, 2009, 7:45PM

We have gotten quite a few emails asking when my partners and I are coming to (your town). We keep hearing asset management horror stories from all too many people who have been mangled by their brokers and/or financial advisers. The carnage is shocking.

We are heading out West to meet with some current and potential clients. We still have a few slots left If any one wants a review of their portfolio, along with a discussion about our asset management approach, you can email myself and Joe Fitzgerald, who is one of our managing directors.

We still one last opening in San Jose on the morning of 3/30, and in the L.A. area, the only days left are April 2 and 3rd.

All information will be kept confidential.

Asset Management email

Estate Planning email

We also offer inter-generational wealth transfers, estate planning (including family and charitable trusts), blah blah blah.

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Category: Markets.

Comments

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data, ability to repeat discredited memes, and lack of respect for scientific knowledge. Also, be sure to create straw men and argue against things I have neither said nor even implied. Any irrelevancies you can mention will also be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

5 Responses to “Fusion in L.A., Beverly Hills”

  1. Froglips Says:
    March 17th, 2009 at 7:53 pm

    It’s about time you talk tour book!!!:-)

  2. IAmEric Says:
    March 17th, 2009 at 8:26 pm

    Beers?

  3. Kyle Says:
    March 18th, 2009 at 12:50 am

    Blah blah blah, something something something’s always, blah blah blah. It was a good sales pitch up till the last sentence.

  4. wunsacon Says:
    March 18th, 2009 at 4:03 am

    I love the “blah blah blah”. Here’s a guy who’s not full of himself. (At least, that’s my read…been my read of Barry all along.) Hopefully, it appeals to some readers, including those with some dough.

  5. Mark E Hoffer Says:
    March 18th, 2009 at 6:29 am

    Kyle,

    I hear your point, I think. In the, now, long daze of never ending stories of the snapback of ‘fine print’, the ‘blah blah blah’-aspect could rub some the wrong way..

    But, on the other hand, if peep really need that spelled out for them, or are that uptight, they very well may be the ‘wrong customer’ to begin with.

    As we should know, not all Customers are created equal. Some are, in fact, losers–time sinks, resource hogs, b*tch fonts, etc.–bilateral ‘best-intentions’, not withstanding..

    To that end, it’s imperative to be selective, even among those that ‘self-select’..

    with that, most ‘customer retention’ schemas are ill-founded, focused on all current customers, as opposed to focusing T&E on the best current customers..

    if we remember, we’ll see that, no matter the product, it is the customer-base that is the true value of any business..

    so, I guess, in sum, BR is laying out a bit of a Shibboleth to, potentially, self-selecting new customers..

    so sayeth “Customer Centered Innovation” (:

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