CFO News Room

NOVEMBER 22, 2022

” 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

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. We saw that concentrated exposure, right, with the — the — the staff that came out, that 85 percent of the world’s wheat production. BITTERLY MICHELL: … was — no, no.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. Both people are kicking money in.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JULY 31, 2023

And most people think of Bill, his bread and butter business is activist, very concentrated stock investing, but he has a bit of a background in macro too, back from ’07, ’08, and he actually decides to do this in the credit markets, where spreads are incredibly tight. RITHOLTZ: The communication was bad also.

Treasury 52

Treasury Economics Retail Entertainment 52