CFO Economics Math Prioritization 
CFO News Room
NOVEMBER 13, 2022
If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.
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. Michael: So where do you think about setting that threshold just relative to your business and economics? ” But I know just the math of that is hard. We need to prioritize our time.
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CFO News Room
DECEMBER 20, 2022
And I guess, ultimately, to me, part of the takeaway from it is… And, yes, if you really want to charge for it, there are businesses who will pay and you can run that economically viable as an education offering. Emily: Yeah. ” And so I kind of needed that seal of approval.
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. And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. What kind of responses do you get?
CFO News Room
NOVEMBER 8, 2022
Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. And so, we pivoted to more of a service team.
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