CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In order to obtain the CFP certification, an individual must complete what are known as the “Four E’s”: Education , Examination , Experience , and Ethics. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

NOVEMBER 22, 2022

SHAW: — and really was an inspiration for the way I think about learning and understanding the value of education. RITHOLTZ: So let’s talk a little bit about education. RITHOLTZ: Why is it not surprising that a math nerd is also a placekicker? for 50 years — RITHOLTZ: 50. SHAW: Well, it’s pure geometry.

Investments 56

Investments Finance Education Numbers 56

CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math. Congress should know this.

Banking 100

Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

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., They’re reaching out to you to come in and do education. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. Which attracted a similar tech-enabled RIA competitor “Compound” earlier this year.

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Healthcare, education, not hugely cyclical, not interest rate sensitive. You know, the leverage in the system builds. All of them, once you talk about health care, education, leisure, hospitality, hotel, et cetera. And if it does, it will create exogenous shock.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Applied Mathematics, Quants, those guys, yeah.

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 60

Investments Marketing Numbers Risk Management 60

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. ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. I pay for their continuing education. Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

MARCH 27, 2023

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. RITHOLTZ: It was really fascinating. MIELLE: Yes. So all those don’t even exist anymore. And the demand was sort of tardy to come. So those companies restructured or liquidated. I worked really hard.

Investments 109

Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. And I was always good at math and, and I had been writing code since I was in the sixth grade.

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

SEPTEMBER 26, 2022

So, Tesla has burgeoned on the good will, the purchases of the educated classes, wanting to make a statement, raving about their automobiles, spreading the word. Should it fall below $750, Musk could run afoul of Tesla’s own leverage ratio. As for the science? There are no facts in America anymore, didn’t you hear?

Math 128

Math Manufacturing Education Leverage 128