Remove Leverage Remove Manufacturing Remove Math Remove Planning
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Crowdsourcing Data’s Double Edge

PYMNTS

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It Such data can also help device and equipment manufacturers improve their products and offerings.

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Do the Masses Know Best? When it Comes to Lucrative Data, Maybe So.

PYMNTS

The engineering background, he said, enables him to speak the math- and jargon-heavy language employed by many of the company’s clients, and to make sure his own employees don’t try to pull one over on him. “It Such data can also help device and equipment manufacturers improve their products and offerings.

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

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., Never miss a Financial Advisor Success podcast episode!

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130
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Transcript: Marcus Shaw

Barry Ritholtz

Number one, manufacturing has been strong in the Southeast for a number of years. And so you see a lot of car manufacturers operating down there. And so when you think about, you know, the south and you think about industries that are moving, it continues to be manufacturing and logistics. SHAW: A lot of car companies.

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Transcript: Cathy Marcus, PGIM Real Estate

Barry Ritholtz

Cathy Marcus : 00:01:56 [Cathy Marcus] And I’m very fortunate that it worked out because there’s no plan B there. I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. I like the idea of kind of urban planning. You can see I did not study anything else.

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Transcript: Luis Berruga, Global X ETFs

Barry Ritholtz

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question.