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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And really, the adversity and the problem solving is something I really…I don’t shy away from. 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 the economics, they ultimately worked out long term.

Planning 130
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Transcript: Ed Hyman

Barry Ritholtz

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. I’d been ranked i i back in the seventies, if you can do the math.