Budgeting, Communication, Concentration and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. Not just, “Here’s an insurance and investment mix.

Planning

Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. 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. RITHOLTZ: Right.

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Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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