Remove Budgeting Remove Concentration Remove Math Remove Risk Management
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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. Budget updates. You’re obtaining clients. Matthew: Exactly.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

And what’s their budget like a fraction of it, right? RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Last question on ESG, certain folks have been saying, “Hey, you know, it works as a pretty good risk management filter.