article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130
article thumbnail

Transcript: Steven Klinsky

Barry Ritholtz

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: That’s pretty safe.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

He’s a loss leader.” Leveraging Dinner Seminars And Third-Party Marketing Solutions To Rebuild A Client Base [50:11]. I could have worked more hours, I could have been even more efficient and effective in what I was doing. But it worked well enough to take me from, “Hey, you really should fire this guy.

Planning 130
article thumbnail

Transcript: Kristen Bitterly Michell

Barry Ritholtz

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 …. It’s late in the summer in 2022, markets sold off 22, 24 percent, recovered about half of those losses ….

article thumbnail

Transcript: Dominique Mielle

Barry Ritholtz

And these were real bankruptcies, led by a supply-demand imbalance, too much leverage and not enough demand for the products. It’s a matter of making better decisions and being more profitable. That’s an amazing lesson in life, right, to take failure and losses as business as usual. MIELLE: Yes. MIELLE: It is money.

article thumbnail

Why It’s Time To Shut Down Cryptocurrencies

PYMNTS

The ability to use an anonymous single currency to power a decentralized, permissionless distributed ledger operating over the public internet where miners compete to solve the math problems that enable the processing of transactions is a remarkable innovation. They buy tokens at a discount and resell them for big profits almost immediately.

article thumbnail

Transcript: Cliff Asness

Barry Ritholtz

ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. ASNESS: And we had a great almost a decade, because everything else we do work, profitability one; fundamental, momentum one; low risk one. My mom was a math teacher so — RITHOLTZ: Okay.