Economics, Math, Nonprofit 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.

Planning

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. SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. SEIDES: Yeah, that’s right. So, it cost the firm $320,000, well worth every penny?

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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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