Remove CFO Remove Entertainment Remove Leverage Remove Math
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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., Leverage the back office to the sky. Changing Business Models To Leverage FinTech To Offer Advice At Scale [23:13]. Carl: Yeah.

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Transcript: Lynn Martin

Barry Ritholtz

They may want to expand their business through leveraging a community that the listings market, particularly the NYSE brings to the table. So we spend a lot of time with CEO, CFO, IRO, the whole team, CMO, chief marketing officer, because they’re the ones that are, you know, orchestrating the story a bit. RITHOLTZ: Right.

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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: Marcus Shaw

Barry Ritholtz

RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? And I met a woman who covered enterprise software at Goldman, and she gave me really great insight into how I could leverage the industry knowledge that I had developed at IBM. What’s been keeping you entertained post lockdown? RITHOLTZ: Right.

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Transcript: Rick Rieder

Barry Ritholtz

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. Because the more that you create the news, if you think about it, if you’re a big CEO, CFO and think about CapEx spend, long-term hiring plans, do I need to have the Fed as one of the risk factors in? I don’t think so.