Concentration, Economics, Nonprofit and Profit and Loss

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning

Planning Communication Profit and Loss Education

Transcript: Aswath Damodaran

Barry Ritholtz

APRIL 11, 2023

They had the access to loss and excel really. And I think that’s a loss. And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. That’s fascinating. RITHOLTZ: — to say the very least.

Valuation

Valuation Education Finance Investments

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Aswath Damodaran

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