Communication, Restructuring, Sales and Tax Planning

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring

Restructuring Planning Accounting Marketing

Transcript: Gary Cohn

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. She left there, she became a crisis communications expert. Made sense. She also knew Washington in and out.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

Restructuring Compensation And Roles To Align For Growth

Transcript: Gary Cohn

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