Remove Budgeting Remove Leverage Remove Math Remove Prioritization
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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., ” But I know just the math of that is hard.

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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. ” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction.

Education 130
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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” What kind of responses do you get? Mindy: Yeah.

Planning 130
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Transcript: Gary Cohn

Barry Ritholtz

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. Barry Ritholtz ] 01:52:18 Not even prioritize. What should I do?

Marketing 107