CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. Michael: So where do you think about setting that threshold just relative to your business and economics?

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. And so, they’re always getting the economic updates, or the things that we’re thinking throughout the year. What kind of responses do you get?

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

JUNE 6, 2023

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. It’s much deeper than math. I go, we don’t want one cent, you taught us how to be educated you taught us good values, we want you to spend every last cent and maybe even more.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52