Remove CFO Remove Communication Remove Entertainment Remove Math
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Build a tight relationship with your CEO and CFO. Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel.

Budgeting 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this.

Planning 130
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Transcript: Lynn Martin

Barry Ritholtz

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine. RITHOLTZ: Right.

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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., Carl: Well, unless you call Zoom technology, unless you call a content library technology, unless you call the ability to communicate real quickly technology.

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What Does It Take To Find The Confidence To Take Action?

CFO News Room

You don’t want to get on the scale, you don’t want to know how much money you spent on entertainment last month. So, got to project this, got to model this, let’s run the numbers, let’s see how this would work, what the math would boil out to for my situation. There’s this gap between the two. Well, yeah.

Planning 130
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Transcript: Rick Rieder

Barry Ritholtz

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.