PYMNTS

DECEMBER 28, 2016

What we’ve done is used technology to streamline communication. We raised a small number and hit profitability. Any startup bumps or battle wounds you can share? So I would say we’ve had many more challenges than your typical Silicon Valley startup. Security guards today rely very much on pen and paper and phone tag.

Securities 69

Securities Math Startups Technology 69

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 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. There was XO Communication and McLeod. RITHOLTZ: Right. RITHOLTZ: I recall. KLINSKY: Right.

Mergers and Acquisitions (M&A) 103

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

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

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. Particularly, 10 years ago, this is a new startup or just in the very early days of “robo-advisors.” And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. ” Or are you a little bit closer to me thinking that is just a ridonkulous number of people for my brain to keep track of? Carl: Well, yeah. Technology.

Technology 130

Technology Planning Investments Leverage 130

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. But I also don’t think it’s sexy enough for most startups because we’re not a B2C business, and we’re not an app.

Communication 40

Communication Math B2C Marketing 40