Remove Budgeting Remove Communication Remove Risk Management Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. ” It’s constant communication through the year. Here you go.

Planning 130
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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. 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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Transcript: Gary Cohn

Barry Ritholtz

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. How fundamental was that to your learning about investing, trading risk management, starting with futures? There’s ways around that during reconciliation for budget bills and things like that.

Marketing 108