Accounting Compliance Leverage Math 
CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
CFO News Room
NOVEMBER 15, 2022
And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.
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PYMNTS
APRIL 4, 2018
Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. It’s been a journey, particularly on the compliance side, as offering a brand-new credit product to underserved consumers using a new underwriting model is generally something regulators want to hear more about.
CFO News Room
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.”
CFO News Room
DECEMBER 27, 2022
So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., It’s not uncommon for us to see million-dollar accounts these days. John: Yeah.
Barry Ritholtz
JANUARY 24, 2023
And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah. KLINSKY: Right, right.
CFO News Room
NOVEMBER 1, 2022
And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And part of the reason we don’t sell anything else is because I came from the world where there was tons of compliance, tons of paperwork.
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