Wall Street Unplugged
Episode: 822November 18, 2021

From stock-picking monkeys to security tokens: A 40-year history of Curzio Research

Today’s guest is someone you may have talked to personally: my sister, Christine Curzio. She’s head of human resources and customer service here at Curzio Research (among the many other hats she wears).

Christine shares some of the wildest reader issues we’ve faced at Curzio… and how we implement our mission of always doing right by you, the customer. [1:25]

Now, customer service isn’t all fires to put out… Christine highlights some great feedback she’s received from folks looking out for us. [5:28]

But if you’re thinking, “the customer is always right,” well… think again. We explain why you’ve got to protect your brand and employees… and even be willing to part ways with customers under certain circumstances. [7:28]

We reminisce about the old days working with our late father… and break down the major industry changes we’ve seen over the years—like the advent of security tokens. And Christine shares a funny story involving our dad competing against a stock-picking monkey. [10:05]

We also share some amazing gifts we’ve received from customers… [17:40]

Finally, Christine lays out some key “backend” factors and growing pains that every business owner should be aware of… and how to adapt. [19:55]

Today’s episode of Wall Street Unplugged is sponsored by Masterworks.io, which gives individual investors access to elite blue-chip art.

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Inside this episode:
  • Frank’s sister, Christine Curzio, head of human resources and customer service [1:25]
  • Some great feedback we’ve received from folks looking out for us [5:28]
  • Why you need to part ways with customers under certain circumstances [7:28]
  • How the financial newsletter industry has changed [10:05]
  • Some of the amazing gifts we’ve received from customers [17:40]
  • How to adapt to business growing pains [19:55]
Frank Curzio, founder and CEO of Curzio Research, is one of America’s most respected stock experts. His research is regularly featured on media outlets like CNBC’s Kudlow Report, The Call, CNN Radio, ABC News, and Fox Business News. His weekly Wall Street Unplugged podcast—ranked the No. 1 “most listened-to” financial podcast on iTunes—has been downloaded over 9 million times.

Editor’s note:

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