Concentration, Education, Math 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: Kristen Bitterly Michell

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. And so, it’s a little bit of an educational process, but …. It’s late in the summer in 2022, markets sold off 22, 24 percent, recovered about half of those losses …. RITHOLTZ: Sure.

Investments

Investments Marketing Profit and Loss Banking

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Kristen Bitterly Michell

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