Economics, Entertainment, Math and Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” And the economics, they ultimately worked out long term.

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Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. It’s just entertainment. I like Buffett’s idea.

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Corporate Finance Brief

Using Detailed Meeting Checklists to Drive Referral Growth

Transcript: Ted Seides

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