Remove Auditing Remove Communication Remove Economics Remove Math
article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” It’s constant communication through the year. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.”

Planning 130
article thumbnail

Second Day, Second Wind On Innovation Debates

PYMNTS

Evans, chief economist and founder at Global Economics Group, and a quartet of CEOs sat down to discuss how commerce has been wending its way speedily across borders. People like to believe algorithms are neutral — and purely rational mathematical deductions — when, in fact, they are man-made models codified by math.

Math 41
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? Author: Michael Kitces.

Planning 130
article thumbnail

Nonprofit Accounting Basics for Founders, Board Members & Executives

The Charity CFO

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). It’s a necessity. Start right here (??)

article thumbnail

Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

So in this, in this context of, of a mortgage now being clear to everyone that this default risk is present, it’s real, and it’s hard to price because following the borrower’s economic profile, there, there are defaults that are related to just life events, but there’s also defaults related to a macroeconomic event.