CFO News Room
NOVEMBER 13, 2022
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.
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. There was a period where I had the CFO of this broker dealer, he couldn’t believe how much I was doing in the applications. ” But I know just the math of that is hard.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFO News Room
DECEMBER 20, 2022
And taking on a CFO, or a CEO, or some of the executives that I started to work with, I said, “Wow, they want to work with me, and trust me, and value my advice.” ” Was there a moment, or did it just really slowly creep up on you? 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. 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
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.
Expert insights. Personalized for you.
130 
Let's personalize your content