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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
Aug 19
Is a Private Credit scandal brewing behind the LA Lakers Sale?
The LA Lakers --- a prestigious basketball franchise that didn't change hands for 46 years --- just sold twice in ten months, the second time for $2.5 billion more than the first. The seller is Mark Walter, CEO of Guggenheim, owner of the Dodgers and part of Chelsea FC, and the m ... Show More
36m 54s
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 12s
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 13s
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
58m 38s