article thumbnail

Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. This role broadened my understanding of the intricacies of financial oversight and enterprise risk management. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52
article thumbnail

Transcript: Elizabeth Burton, Goldman Sachs Asset Management

Barry Ritholtz

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. Absolutely.

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

Sizzle Or Fizzle: Walmart Pays Pays Off, Marketplace Lending Falls Off

PYMNTS

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. You’re obtaining clients. Do we have their income and tax information?

Planning 130
article thumbnail

Restructuring Compensation And Roles To Align For Growth

CFO News Room

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.” That’s basically what it is.

article thumbnail

How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

It’s why we tend to also do investment management, or also do something to implement. 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. What does that look like? Mindy: Yeah.

Planning 130
article thumbnail

Transcript: Julian Salisbury, GS

Barry Ritholtz

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. We just get to focus on assets and asset risk management. RITHOLTZ: And if only you could do that.