Communication, Concentration, Tax Planning and Valuation

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring

Restructuring Planning Accounting Marketing

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. What’s the valuation? Both people are kicking money in. Unless they have their own foundation.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Restructuring Compensation And Roles To Align For Growth

Transcript: Ted Seides

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