CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Michael: So where do you think about setting that threshold just relative to your business and economics?

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Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 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. So, you can really leverage all of the tools and you just show how much tremendous value you can add. And the reality is just no one really trains us to do this. And then we have the 0% cap.

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Restructuring Planning Marketing Accounting 130

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And I guess, ultimately, to me, part of the takeaway from it is… And, yes, if you really want to charge for it, there are businesses who will pay and you can run that economically viable as an education offering.

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Education Planning Numbers Securities 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?

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Planning Investments Accounting Math 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. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. You’re doing a lot of math in your head on the Fly. Really intriguing.

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Marketing Treasury Banking Profit and Loss 109