CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

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. So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” It wasn’t that they didn’t communicate that.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

Hank Paulson had left to go become treasury secretary. Well 00:39:25 [Speaker Changed] Then, then a week or two later, I think it was within a week or two, that’s when treasury decided they were gonna put tarp money into all the banks, regardless of those that had raised capital or not. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108