CFO Talks

JULY 6, 2022

Basically, when you want to enter the market as a young grad, looking for your first vehicle or to someone who is a little bit more established, to businesses that are looking for fleet services. I was always the science kid, I use to love science and math and technology, that was a big thing for me. Would you agree with that?

Auditing 52

Auditing CFO Accounting Finance 52

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. New York is number one. Two reasons.

Investments 57

Investments Math Risk Management Benchmarking 57

PYMNTS

MARCH 17, 2017

And lest we be remiss about what all this digital safeguarding might be about, one underpinning is that it serves to let us communicate, interact and transact in peace and relative safety. Numbers for Fun, Profit and Failure. Lending, Lending Everywhere, With Quite a Lot to Think.

Math 41

Math Securities Auditing Communication 41

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Amazon’s even one of a small number of retailers tapped by the U.S. Walmart Pay has been in the market for about a year and a half. And Then There Was Walmart Pay.

Retail 54

Retail Math Leverage Economics 54

Barry Ritholtz

JANUARY 24, 2023

KLINSKY: You know, and what we were doing was basically advising Goldman clients how to take their own family businesses back off the stock market. KLINSKY: There had been stagflation, where the stock market was lower in ‘81 than it had been in 1968. And you know, incredibly depressed market, super high interest rates.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

PYMNTS

DECEMBER 28, 2016

What we’ve done is used technology to streamline communication. The beauty of Bannerman is that we’re eliminating a lot of inefficiencies in the market where instead of rooms full of people handling payments and the different types of administrative processes, we’re able to have software do that. How much funding have you received?

Securities 69

Securities Math Startups Technology 69

CFO News Room

DECEMBER 24, 2022

Creativity, craft related skills, marketing skills. Strong photography skills and an understanding of what the market is looking for. Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Ability to identify profitable sale items, marketing and organizational skills.

Investments 130

Investments Communication Marketing Advertising 130

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Author: Michael Kitces.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I could do the rough math on his firm. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. Carl: Yeah. And we see this fee schedule is just one entry point to this discussion.

Numbers 130

Numbers Planning Communication Investments 130

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. It gets further and further away the D P U go.

Investments 52

Investments Valuation Math Numbers 52

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. Get notified of the latest episodes (and all our research as it’s released!) Michael: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 1, 2022

And while these tools are marketed as helping advisors become more efficient, advisors often wonder if technology helps them offer better financial planning or if it simply serves to systematize outreach to more clients with depersonalized and less insightful advice. How Lead Generation Stalls Financial Technology Market Penetration [01:46].

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 17, 2022

This can emerge as procrastination, overanalysis, or becoming occupied with any number of tasks that they feel are necessary to complete first (such as ensuring every minute detail has been thoroughly examined and vetted) before taking any steps toward executing the actual idea being considered. Don’t anchor on that number.

Planning 130

Planning Numbers Math Strategic Planning 130

CFO News Room

DECEMBER 6, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And now, there are some jobs for advisors that simply want to be awesome service advisors and work for a firm that’s got a marketing process to bring those clients in to be served. Natalie: Hey, Michael.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products. next-generation investors with smaller balances).

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

AUGUST 29, 2023

And it worked out and had multiple job offers coming out of school from a number of different insurance companies. I had a number of relationships that I built up and had another job lined up in New York City. So from a client strategy, marketing standpoint, and then overseeing the investment team.

Investments 52

Investments Benchmarking Valuation Construction 52

The Charity CFO

JANUARY 17, 2022

So you can understand what’s happening in your business and communicate effectively with your board members, donors, and financial team. You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). It’s a necessity. Start right here (??)

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Barry Ritholtz

SEPTEMBER 12, 2022

She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

PYMNTS

JANUARY 11, 2017

But digging deeper into a business he admitted he didn’t know much about uncovered a number of other frictions that property owners faced when listing their properties on those sites. I heard ‘everybody,’ and that sounded like a big market,” McConnell said. What we found in this market is that it’s big.

Communication 40

Communication Math B2C Marketing 40

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. And so, that can move the numbers, as well. Check out our FAS resource page !

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

JUNE 6, 2023

You get a scholarship in high school, you put it in the stock market, and immediately lose half. SETHI: And all these this media about how the stock market was going up 15 percent a week. SETHI: And you know, for a 17-year-old kid, that’s a lot of money I put in the stock market, and I lost half of it within weeks.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And so I think the number of locations and the total number of participants was the big driver as far as how they built the pricing in for education, specifically. Check out our FAS resource page !

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

MARCH 12, 2024

This is the back when mortgages were sort of a backwater of the fixed income market. It takes quite a lot of, of research, quite a lot of modeling, quite a lot of data to actually keep up with the mortgage market. By the time you get to the early 2000s, Freddie Mac, Fannie Mae and me were losing market share.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

SEPTEMBER 26, 2022

He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve interviewed a number of people from Revolution. But unfortunately, just as the product came to market, the whole Atari game market blew up, and retailers didn’t want any new products.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Startups Investments Healthcare 65

Barry Ritholtz

MAY 16, 2023

LINDZON: So in 1980 — RITHOLTZ: He just put out a new show, so he’s off the market for a while. And luckily there was a bull market. LINDZON: Just hating the market. I didn’t understand the market. So what’s going on with the markets? Uh, Fred said to give me your number.”

Leverage 112

Leverage Investments Valuation Finance 112

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

OCTOBER 31, 2022

He’s just charming, as is Jeremy Schwartz is one of the smartest people you meet in finance, just a thoughtful, intelligent person who really understands what value is about, how to find investments that will outperform the broader markets with less risk, less volatility. And they have some fascinating things to say. SIEGEL: Yeah.

Investments 57

Investments Marketing Numbers Finance 57

Barry Ritholtz

OCTOBER 4, 2022

I sent email to Marc Maron because he had the number one podcast. A good example of that is like you take something from a cognitive reflection testy or something — like — I’ll make it real simple so we don’t have to like do the weird math on this. It was recently number one in Vietnam. RITHOLTZ: Wow.

Entertainment 118

Entertainment Numbers Finance Math 118

Barry Ritholtz

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. So, I did the math, 20 million times a hundred.

Investments 126

Investments Math Banking Profit and Loss 126