CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

Barry Ritholtz

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. The advertising model, as we have learned is not aligned with customers’ interests, right? And from a public market, that sounds like it’s a compliance and conflict nightmare.

Valuation 118

Valuation Investments Marketing Technology 118

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV.

Investments 116

Investments Banking Advertising Finance 116

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? You know, the leverage in the system builds. RIEDER: Thanks. RIEDER: Right.

Mergers and Acquisitions (M&A) 57

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

Barry Ritholtz

MARCH 21, 2023

ASNESS: Well, I was striving for uncorrelated, but then the compliance officer in my head is saying sometimes it doesn’t come out to zero all the time. And it’s really not a compliance reason, I hope it’s more of an intellectual honesty reason. My mom was a math teacher so — RITHOLTZ: Okay. ASNESS: Yes.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. The next step from there was that Social Leverage. This all is leverage from the network.

Leverage 112

Leverage Investments Valuation Finance 112