Remove Budgeting Remove Math Remove Nonprofit Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? SEIDES: Yeah, that’s right. Unless they have their own foundation. I could give you a list of 30 billionaires.