Concentration Leverage Marketing Profit and Loss 
CFO Simplified
APRIL 15, 2022
Customer concentration had become an ever-bigger problem as borrowing increased. Pricing pressure, inventory requirements, and product development costs had greatly affected profitability. Significant Findings and Recommendations: Reduce Customer Concentration. Market those to new clients. Initial contact –.
CFO News Room
NOVEMBER 28, 2022
By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.
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CFO News Room
DECEMBER 26, 2022
navigate a volatile market environment (in both stocks and bonds – oof!) Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. This year has been challenging for many financial advisors as they help their clients (and their own firms!) Read More +.
Barry Ritholtz
SEPTEMBER 12, 2022
She really has an incredible background in everything from capital markets to derivatives, to wealth management. You’ve been involved with capital markets for your entire career. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.
PYMNTS
MAY 8, 2017
Department store employment has stayed flat, a stat that is somewhat misleading given the loss of nearly 60,000 jobs in the sector earlier this year and ongoing losses over the last several years, as this chart illustrates. Department of Labor, retail employment remains in a deep funk, accounting for only 2.8 percent of all jobs added.
CFO News Room
NOVEMBER 22, 2022
directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces. Team Kitces. Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors.
Barry Ritholtz
DECEMBER 14, 2022
RITHOLTZ: Can I tell you all of us who were in markets and real estate and derivatives and trading, and anything who survived that baptism of fire, people have told me stories that they came through that and that affects you the rest of your career, that colors — it leaves a mark and colors you forever. They react to markets.
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