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Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. It provided an in-depth understanding of emerging markets including consumer needs across culture, languages, and economic landscape.

Finance 52
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 The Amazon/Walmart Whole Paycheck Tracker: Rethinking And Realigning

PYMNTS

It is a complicated question — and one greatly dependent on how exactly one lays out the math. This natural progression of integrating an acquisition allows us to fully leverage Walmart’s assets for Jet, and leverage Jet’s talent for Walmart,” Lore stated. market share. Au Voir : A Farewell To FedEx And Food Delivery.

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You’re Living in a World Wrought by Central Banks. Notice Anything Wrong?

CFO News Room

In an interview with Lynn Parramore of the Institute for New Economic Thinking, Nomi Prins takes up and extends the argument that she has made over a series of books, that central bankers are ever-more administering policies that are good for the markets but very bad for the real economy and real people. economy and Wall Street.

Banking 100
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Transcript: Marcus Shaw

Barry Ritholtz

The Company Lab was the entrepreneurship and economic development center for Chattanooga and the surrounding areas, which include North Georgia, North Alabama, and Southeast Tennessee. RITHOLTZ: What’s some of the economic sectors within that area? RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker?

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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? So I figured, I had to hold on to the CFO role, because I also am a CPA. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13].

Planning 130
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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

How firms can best leverage their internal data to improve the number of client referrals they receive. And so, advisors can add significant value for their clients by identifying the most appropriate retirement income strategy based on their needs and preferences, and helping them make adjustments as economic and market conditions change!

Education 130
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And the economics, they ultimately worked out long term.

Planning 130