CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130

Budgeting Marketing Math Advertising 130

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. How fundamental was that to your learning about investing, trading risk management, starting with futures? You’re doing a lot of math in your head on the Fly. Really intriguing.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. 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 a lot of times, that just generates more business too.

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. We’d rather dream about having 10 million then start investing $100 a week. Have I managed my asset allocation and my investment fees? SETHI: Yes. I go, what? Am I paid well?

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. Michael: So where do you think about setting that threshold just relative to your business and economics? ” But I know just the math of that is hard. We need to prioritize our time.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. They were more on the relationship side, client-facing, whereas I was getting my CFA charter and was more on the investment side. And the reality is just no one really trains us to do this.

Restructuring 130

Restructuring Planning Marketing Accounting 130