Communication Hurdle Rate Leverage Securities 
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 then we have the 0% cap.
Barry Ritholtz
DECEMBER 26, 2023
He is Chief Equity technical strategist at B of A Securities, and he’s a double threat. And I think you will also, with no further ado, my conversation with B of A Securities, Steven Sutt Meyer. So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process.
Expert insights. Personalized for you.
130 
Let's personalize your content