Budgeting, Entertainment, Math and Profit and Loss

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning

Planning Communication Profit and Loss Education

Transcript: John Hope Bryant

Barry Ritholtz

MAY 30, 2023

So I think that resiliency piece, never giving up, never giving in, redefining, Barry, success as going from failure to failure without loss of enthusiasm, I think that’s everything. And like every business, they want revenue and they’d like to have a surplus profit. BRYANT: So money, unlike math, money is highly emotional.

Economics

Economics Education Profit and Loss Banking

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: John Hope Bryant

Webinars

Stay Connected