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Kitces & Carl Ep 126: The Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs. Old Fee Increases

Nerd's Eye View

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how raising one's advisory fees may perhaps be the most efficient strategy for growth and scaling, and how advisors can justify and execute a fee increase for their own services.

Math 77
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10 Monday AM Reads

Barry Ritholtz

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • Economist ).

Math 117
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. As much as possible, CMOs must help their C-suite colleagues understand the math of marketing activities holistically and results throughout the full funnel. Build a tight relationship with your CEO and CFO.

Budgeting 130
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206: Zebediah Marewangepo

CFO Talks

When I was studying towards my qualifications for university, I had to choose subjects which were in line with medicine, which was maths, biology and chemistry, but somewhere along the line I ended up doing accountancy and I then finished college in 1994.

Math 52
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A Modern Nonprofit Podcast: Fundraising Hacks for Nonprofits

The Charity CFO

So how can this be communicated and does it even work? Then it comes down to the math of the conversions. In theory, the group would like to take the time, efforts, and individuals from this event and apply them to the revenue source that produces 4x that. John Mark refers to Jim Collins’ ideas of conducting small experiments.

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#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang

Nerd's Eye View

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Math 52
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A Modern Nonprofit Podcast: Making a Substantial Impact

The Charity CFO

As it can be seen, when a business is receiving funds where those funds predetermine the solutions, it may be beneficial for the funding source to communicate with their fundees with design and systems thinking. The terminology ‘balance the equation’ comes from Sheryl and her team’s work with the Bill and Melinda Gates Foundation.