CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. It’s not uncommon for us to see million-dollar accounts these days. Let’s have John come in.” John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Let’s talk about married couples that don’t have a joint checking account.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. It feels good and there’s no accountability. It feels like activity.

Numbers 130

Numbers Planning Communication Investments 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. What was interesting was I had said to him, “Well, let’s make this really educational. And so that’s what we did. So back in 2007.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

Healthcare, education, not hugely cyclical, not interest rate sensitive. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. It is too much.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2023

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. But the business side is really intriguing. Hey, I want to do venture capital. DAVIS: It’s free money.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 126

Investments Math Banking Profit and Loss 126