PYMNTS

DECEMBER 30, 2019

States continue to grapple with how collections of taxable and nontaxable items listed together under a single sales price should be treated. Many allow retailers to only pay taxes on the portions of their bundles’ sales prices that refer to taxable items, a process known as “unbundling.”

Math 52

Math Communication Accounting Sales 52

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

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). Sales of products or services.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. RITHOLTZ: So it’s different math then I need 100x winner versus 99? If equity is not for sale, but we think it’s a great safe business, like a great software business that someone else bought, we can lend to them. KLINSKY: — as well as they had expected. KLINSKY: Yeah.

Mergers and Acquisitions (M&A) 103

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

CFO News Room

DECEMBER 17, 2022

sales positions), which unfortunately makes it easier for those who take full-time sales jobs with no real financial planning to meet the experience requirement than those who take part-time paraplanner jobs as career changers even though it provides far more meaningful financial planning experience.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. ” It’s constant communication through the year. Here you go.

Planning 130

Planning Communication Profit and Loss Education 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. The latest research I saw was we rank below used car sales and just only above Facebook in terms of how little we’re trusted. Technology. Michael: Yeah.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 6, 2022

And it was a very sales-oriented culture. And what I realized very quickly is that I really didn’t like the sales aspect, but I was actually good at it. 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.

Planning 130

Planning Budgeting Investments Communication 130

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. I was econ and kind of geeky.

Investments 114

Investments Marketing Profit and Loss Banking 114

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” ” I’m guessing someone else was like, “And I’m going to go on and get the next sale.”

Education 130

Education Planning Numbers Securities 130

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 so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. But the reason I went to Merrill is because they had this unique global debt rotation program that allowed you to rotate through a couple different business units in fixed income, sales and trading. And I knew I wanted to do trading.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

And then somebody convinced me to go into sales and trading, and I decided to do that. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? And you know, I love markets.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

PYMNTS

APRIL 13, 2020

Daily foot traffic and sales are the oxygen of those businesses. Margins for restaurants and boutique brick-and-mortar retailers average between 3 percent and 5 percent of sales. Contractors’ margins average between 5 percent and 7 percent of sales. The typical hair or nail salon , on average, has a profit margin of 8 percent.

Math 115

Math Economics Manufacturing Sales 115

Barry Ritholtz

MARCH 12, 2024

So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly. When that home comes up for sale, a lot of families show up that wanna live in that home. Not 00:35:07 [Speaker Changed] Like a wire, like a cell independent.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

MAY 16, 2023

I don’t know I was for sale. The sale of Wallstrip. They kept the reputation intact by communicating with their investors. LINDZON: He went and cut the deal of the century, I imagine, with Twitter, some poor sales kid, a GNIP inside Twitter comes to Bloomberg, like a, like a cub into a wolf den. RITHOLTZ: Really?

Leverage 111

Leverage Investments Valuation Finance 111

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. You’re doing a lot of math in your head on the Fly. She also knew Washington in and out.

Marketing 107

Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: But in reality, any day you want to put your house up for sale, you might get a different price then — SIEGEL: If you — I mean, you know, if times are bad and then you say, “I got to sell it the next five minutes,” you don’t want to look at that price. SIEGEL: Every second. Yeah, exactly. SIEGEL: Exactly.

Investments 56

Investments Marketing Numbers Finance 56

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And all that information about everything in the country was effectively for sale. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive.

Investments 124

Investments Math Banking Profit and Loss 124