Budgeting, Concentration, Entertainment and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. And we make sure we have a plan for those things, and those are always updated. So, for example, we have CPA info and tax notes.

Planning

Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. And what’s their budget like a fraction of it, right? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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