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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. 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.

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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? It’s just entertainment. What’s keeping you entertained during lockdown? RITHOLTZ: But some of these guys are sitting with a lot more than a billion dollars, and why not? I like Buffett’s idea.

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