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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. ” It’s constant communication through the year. Here you go.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: That allows you to make charitable bets based on long-term educational beliefs. SEIDES: And I’ll tell you a story that’s fun about the communication of it too. What was interesting was I had said to him, “Well, let’s make this really educational. And so that’s what we did. So back in 2007.

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Transcript: Kristen Bitterly Michell

Barry Ritholtz

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: … risk management. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah. I love statistics.

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Transcript: Greg Davis, CIO Vanguard

Barry Ritholtz

There are an endless variety of business models and seeing how people operate that, it’s really an education, one that I think a lot of people coming out of school don’t think about, because you think about the sexy things. But the business side is really intriguing. Hey, I want to do venture capital.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And I was always good at math and, and I had been writing code since I was in the sixth grade.

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Transcript: Bill Browder

Barry Ritholtz

So, I did the math, 20 million times a hundred. This guy just hired me, the management of this trawler fleet to advise them on whether the management should exercise their legitimate right under the privatization program of Russia to buy 51 percent. So, let me just repeat the math. How many do you have in your fleet?