Auditing, Manufacturing, Math and Profit and Loss

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning

Planning Communication Profit and Loss Education

Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

MARCH 12, 2024

And so, so we sort of felt pretty stupid for a while because we did a lot of losing trades in 2006 that were the, you know, that obviously didn’t come to fruition until the actual people could see the losses. So in mortgages, the borrower can stop paying maybe a year to two years before the lenders actually book a loss.

Profit and Loss

Profit and Loss Investments Marketing Securities

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Sean Dobson, Amherst Holdings

Webinars

Stay Connected