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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. Matthew: Exactly, exactly. We have the ACHs?

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

And it got to the point where there was the potential to do this nonprofit, like charitable bet. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. SEIDES: Yeah, that’s right. How would you have done?

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Transcript: Bill Browder

Barry Ritholtz

So, I did the math, 20 million times a hundred. This guy just hired me, the management of this trawler fleet to advise them on whether the management should exercise their legitimate right under the privatization program of Russia to buy 51 percent. So, let me just repeat the math. How many do you have in your fleet?