Remove Budgeting Remove Communication Remove Entertainment Remove Math
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.

Budgeting 130
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. What kept you entertained during the pandemic?

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” 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
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Transcript: Ramit Sethi

Barry Ritholtz

You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. RITHOLTZ: Dining, entertainment, things like that. It’s much deeper than math.

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Transcript: Ted Seides

Barry Ritholtz

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. It’s just entertainment. What’s keeping you entertained during lockdown?