Concentration, Nonprofit and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager.

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Planning Communication Profit and Loss Education

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

And it got to the point where there was the potential to do this nonprofit, like charitable bet. It’s part of their own tax planning. RITHOLTZ: By the way, I just picture this as a sort of a civil war soldier writing home, dearest Martha, I am considering, like in the 2000s, you guys were sending letters back and forth.

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Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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