Generation CFO

JANUARY 28, 2022

I can’t stand little empires, people holding money back and playing a negotiation game with budgets,” he explains. He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It Total transparency. “I Consequently, his original career ambition was in professional football.

CFO 200

CFO Math Concentration Finance 200

PYMNTS

AUGUST 22, 2016

He’d teach them about a variety of things going on in the world – science, math, archaeology, literature. Cash is also how many people budget, since what they see is, literally, what they can spend. Samantha and Nick would boot up “Jack” every couple of days. It hasn’t happened and it isn’t going to happen, so stick a fork in it.

Currencies 41

Currencies Banking Accounting Budgeting 41

CFO News Room

DECEMBER 6, 2022

And at the time, Ameriprise had rules around you had to be within a certain number of miles from your primary office, and if you weren’t, you couldn’t be associated with that office anymore. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. ” Natalie: Yes, exactly.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. Less, 20, 30%? And — RITHOLTZ: What?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52