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

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. And what’s their budget like a fraction of it, right? ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52