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Wondering if you need the CFA to break into banking? Curious what the SIE is, or whether a CPA helps you land a role in private equity? You're not alone—exam questions are by far the most common DMs we get. So in this episode, we finally break it all down.
We’re joined by Joyce Schnur, Senior VP at Kaplan, who walks us through the difference ... Show More
Jul 30
What Just Happened to AI Stocks??
*Note: This episode was recorded before news broke of Situational Awareness' unwind, which gives us much better insight into the pace and magnitude of the move in the Korean markets specifically.* Chips, China, and credit. The three forces tearing through the AI trade right now, ... Show More
1 h
Jan 2024
Rich Girl Roundup: Is It Time to Move to a CPA? (Featuring a CPA!)
Dozens of you asked: Is it time to graduate from tax programs like TurboTax to a CPA? We bring in Tim Steffen, a CFP, CPA, and CPWA at Baird Wealth, for another Rich Girl Roundtable. We'll walk through whether you need a CPA or not, when to look for one, and what to know about fe ... Show More
24m 50s
Jun 2023
S10E21: Investing Workshop (Stocks, Retirement, Real Estate) led by Ex-Bain Consultant
Send us Fan MailIn this workshop, former Bain consultant Jenny Rae Le Roux provides a foundation for investing, covering:StocksBondsReal estateRetirementSecurities& moreSet yourself up to crush investing for your future - listen in! Questions for Jenny Rae? Reach out today.Releva ... Show More
42m 54s
Jul 2022
S7E18: McKinsey Financial Services Case Interview
Send us Fan MailLearn about open roles at L.E.K. Consulting: L.E.K. CAREERSWelcome to another case walkthrough on Strategy Simplified. Today, Carrie Holland (ex-McK, ex-Google) walks an MBB candidate (MD) through a financial services case.To maximize your learnings, pull out a pe ... Show More
46m 55s
Mar 2025
S17E5: Finding Your Fit: How to Choose the Right Consulting Firm for Your Career
Send us Fan MailWith so many consulting firms out there - MBB, Big 4, boutiques - how do you find the best fit? Should you specialize or stay generalist?In this Strategy Simplified episode, recorded from a live event and presented by Bates White, the Management Consulted team bre ... Show More
59m 20s