Communication, Hurdle Rate and Treasury

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: Stephen Suttmeier

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? And since my writing skills weren’t all off the snuff, I just dove in.

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Marketing Leadership Finance Investments

Corporate Finance Brief

Restructuring Compensation And Roles To Align For Growth

Transcript: Stephen Suttmeier

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