Remove Concentration Remove Entertainment Remove Risk Management Remove Tax Planning
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. .” All of the tax planning, and all of the behind-the-scenes work.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

It’s part of their own tax planning. So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. It’s just entertainment. Unless they have their own foundation.