Barry Ritholtz

SEPTEMBER 19, 2023

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. Two reasons. And it’s a critical need.

Investments 56

Investments Math Risk Management Benchmarking 56

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 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

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. At least, if advisors will allow themselves to be sorted into such ‘buckets’ based on their own expertise and communication style !?)

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Michael: Yeah, markets doing what markets are doing, AUM numbers more volatile than they were in the past year or two.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33].

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. She left there, she became a crisis communications expert.

Marketing 107

Marketing Treasury Banking Profit and Loss 107