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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

Make sure you have the right math and language to explain results driven by direct and indirect marketing spend. Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce.

Budgeting 130
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Oil & Gas Labor Shortages

VCFO

Renewable energy by nature demands different talent pools with more advanced technical and math skills to help guide the initiatives. Some historically fossil-focused oil and gas organizations have moved to diversify in that direction, but that too has brought recruitment challenges of its own. A Need to Think Differently.

Math 96
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We need to prioritize our time. “I’ve been working for 10 or 20 years, I’ve accumulated some dollars.

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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

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. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” What kind of responses do you get? Mindy: Yeah.

Planning 130
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Transcript: Ramit Sethi

Barry Ritholtz

That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. It’s much deeper than math. And it’s not rich in terms of how to pile up money, but rather how to live a rich life by treating money as a tool to do the things that you want to do.

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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

I started right out of college, and I remember throughout the early days of my career, I never wanted anyone to know what year I had graduated because I was like, “They’re going to do the math and figure out how young I am.”

Education 130