CFO News Room
NOVEMBER 13, 2022
But more importantly, marketers know from experience that when the economy turns, their budget is an easy target. During the pandemic, we saw numerous productive marketing advances, many of which were long overdue — from more agile budget allocation to accelerated digital transformation connecting marketing and e-commerce.
VCFO
AUGUST 11, 2022
Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. ” A Battle for Budget. At the same time, departments within individual organizations are also scrambling for more from a budget pie that isn’t getting bigger. A Need to Think Differently.
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Barry Ritholtz
NOVEMBER 14, 2023
She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?
Barry Ritholtz
JUNE 6, 2023
That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. I hate budgets myself.
CFO News Room
DECEMBER 27, 2022
So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We need to prioritize our time. “I’ve been working for 10 or 20 years, I’ve accumulated some dollars.
CFO News Room
NOVEMBER 1, 2022
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.
CFO News Room
DECEMBER 20, 2022
” 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. Mid-career, I might talk in a group presentation about just the investments and kind of initial planning conversations.
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