CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Stacey: Right. Stacey: Right. Is it lower?

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CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Education 130

Education Planning Benchmarking Investments 130

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., Carl: So, security selection, no longer, right?

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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., But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy.

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

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. So those numbers are disparate.

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Banking Economics Leverage Currencies 100

CFO News Room

DECEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: DPL Partners launches a new advisor-matching solution to solve for the inbound demand of consumers increasingly seeking out a new crop of no-commission annuity products.

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CFO News Room

DECEMBER 13, 2022

So, that’s the number one thing that I learned because when I really just lived full time in that box, I wasn’t understanding how much other life was happening around me. I felt like I would just be a number. He got a lot of phone numbers. If you do that, you’re really missing out on a lot of good stuff.

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Planning Profit and Loss Leadership Numbers 130

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. I think I just hit 11 years of having the CFP.

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Education Planning Numbers Securities 130

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

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Planning Math Numbers Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. And like I say, that’s part of why it’s translated to a number of people coming to BlackRock and be with me today.

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

PYMNTS

MAY 7, 2018

The math behind his claim suggests that finding someone’s honest-to-goodness soulmate is a once in every 10,000 lifetimes kind of thing. When users create their Facebook profiles, they can declare any number of relationship status options : single, married, engaged, divorced, in a relationship, “it’s complicated” and many more.

Math 46

Math Advertising Numbers Leverage 46

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, that can move the numbers, as well.

Restructuring 130

Restructuring Planning Accounting Marketing 130

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 was employee number 10. RITHOLTZ: Which is really a pretty big number.

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Investments Marketing Numbers Risk Management 60

Barry Ritholtz

MARCH 27, 2023

I invest less because I’m interested in what widgets a company does, and more in the capital structure and how to position yourself, what the other guy is going to do at the bond level or senior secured level, and how to position yourself to make money. RITHOLTZ: There’s safety in numbers. The numbers are correct.

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Investments Restructuring Profit and Loss Finance 109

Barry Ritholtz

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. Anything else?

Profit and Loss 56

Profit and Loss Investments Marketing Securities 56

Barry Ritholtz

MARCH 21, 2023

But within the market, the so-called security markets line is pretty much entirely flat and has been in sample and out of sample for a ridiculously long amount of time, in a ridiculously large amount of places. You can use this in a number of ways. And that’s a pretty good number. RITHOLTZ: Okay. 40 percent. ASNESS: Yeah.

Profit and Loss 64

Profit and Loss Valuation Forecasting Investments 64

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

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Treasury Economics Retail Entertainment 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. Uh, Fred said to give me your number.” LINDZON: Lesson number two. Pretty nice.

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Leverage Investments Valuation Finance 111

Barry Ritholtz

NOVEMBER 15, 2022

I have lots of different ways I can get that number to go up. I mean, we have a lot of securities laws in this country, not because we’re obsessed with lawmaking, but because some bad stuff happened and we fixed it by making rules about it. RITHOLTZ: And security is a huge one. It’s still a fairly small number.

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Finance Investments Math Marketing 107

Barry Ritholtz

OCTOBER 3, 2023

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. I’m doing, I’m doing an awful lot of math in my head on the fly. And that’s how we created the securities division.

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Marketing Treasury Banking Profit and Loss 107

Barry Ritholtz

SEPTEMBER 26, 2022

The whole world is going electric, especially in China and Europe, the way things are going the USA will no longer be number one in so many categories. He sees his number of Twitter followers, he thinks everybody’s a fan, but that is not the case. He has now pledged an additional 40 percent to secure the new loans to buy Twitter.

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Math Manufacturing Education Leverage 128