PYMNTS

NOVEMBER 29, 2017

Usually, said Frechtling, customers are smart enough to do the math based on the date and amount of the charge, but it doesn’t take a lot of chargebacks to see a pattern, and when combined with other data, this technique can be powerful in taking down a launderer. Finally, make a point of consistent internal communication.

Math 46

Math Communication Sales Transportation 46

CFO News Room

NOVEMBER 15, 2022

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. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Author: Michael Kitces. Team Kitces.

Planning 130

Planning Accounting Compliance Math 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

DECEMBER 17, 2022

Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.

Education 130

Education Planning Benchmarking Investments 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. Carl: But whereas the old days when you and I both were starting, security selection was…security selection and access to information was front office, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 5, 2022

In most cases, this involves asking the prospective client questions about both the technical needs of their situation (to ensure the advisor has an expertise match), along with questions about their communication and style preferences (to ensure the advisor has a relationship match). Or will the greater driver be ‘personality matching’ (e.g.,

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

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.” Who comes to a conversation about social security and Medicare? ” Felt like a great place to start.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 29, 2023

I did an internship in the summer at Citibank Securities in fixed income sales and trading. So you think back 30 years, there was so many people who were focused on individual security selection, picking individual stocks. So our shareholders benefit whenever there’s a lot of demand for certain securities that we own.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. SEIDES: No, you’re right about the securities. SEIDES: It wasn’t a question of security prices going down, it’s a question of like, can you transact? ” It wasn’t that they didn’t communicate that.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. So I think there are 4,800 equities, different securities globally. And so whenever we build a portfolio, we think about every security has a tail to it. Was that the basis?

Mergers and Acquisitions (M&A) 56

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

Barry Ritholtz

JUNE 6, 2023

It’s much deeper than math. I remember where I was, they emailed me and it said, would you be interested in sitting down for a meeting and also should we communicate through you, or do you have representation? That’s why somebody might hire a personal trainer instead of doing it on YouTube. Even just luxury.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

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

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

JULY 31, 2023

I was hired to cover, I think, securities litigation or insurance regulation, something like truly technical and awful. I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math.

Treasury 52

Treasury Economics Retail Entertainment 52

Barry Ritholtz

SEPTEMBER 26, 2022

And so the idea of this product was you plug the game cartridge, they had a communications capability, a modem built in, and you could download video games, almost like having an in-home arcade, like a Netflix for video. The math never seems to work out. Hayes, the communications modem company was in Atlanta, Georgia.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Startups Investments Healthcare 63

Barry Ritholtz

MAY 16, 2023

They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math. LINDZON: But that math, if you really put it in a calculator … RITHOLTZ: Becomes a problem. Now security is a little different and … LINDZON: They did a video together.

Leverage 110

Leverage Investments Valuation Finance 110

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division.

Marketing 106

Marketing Treasury Banking Profit and Loss 106

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 so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 123

Investments Math Banking Profit and Loss 123

CFO News Room

JANUARY 9, 2023

So, go long digital communications (or continue going long). • The current “vaccine soup” makes the WHO naming convention poor scientific communication, what a surprise. Here’s the math. This ends debate on utility of N95 use during air travel.” Feel free to circulate widely. * * *. • Hence, “kraken”: You know what?

Construction 130

Construction Numbers Math Communication 130