CFO News Room

DECEMBER 24, 2022

Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. Crypto Savings Accounts. Skills Needed: Excellent voice and communication skills, an eye for relevant content, basic knowledge of video equipment. residents 18+ and subject to account approval. Capital to invest.

Investments 130

Investments Marketing Communication Advertising 130

PYMNTS

MARCH 6, 2019

There is no longer much tolerance, or enthusiasm, on the part of consumers for digging into one’s pocket to find money or a payment card, or doing the mental math (well, OK, a smartphone has a calculator) to figure out how much to tip a driver. Nowadays, one’s card is on file with the ride-hailing service.

Retail 59

Retail Math Communication eCommerce 59

PYMNTS

JULY 16, 2020

Nathoo and other Outschool executives have extensive technology backgrounds, bringing a decidedly tech-oriented approach to online education, with an emphasis on secure and communication-rich video interfaces and outside-the-box course offerings. We’re exploring bundles by topic, so math for age 8, [for example]. …

Education 52

Education Communication Math Planning 52

Nerd's Eye View

FEBRUARY 21, 2023

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

Math 52

Math Education Communication Planning 52

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” How Matthew Communicated His Transition And Migrated Clients [29:08]. Michael: So, share with me a little more just how you communicated this.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 15, 2022

In our 101st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges advisors face in setting fees commensurate to their service offerings and the importance of charging sustainable fees to help businesses flourish. I could do the rough math on his firm. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

Future CFO

OCTOBER 20, 2021

I started to like numbers and did very well in Math. This made me decide to pursue my education in accounting. After graduation, I started my career in finance at Arthur Anderson as an auditor and became a Certified Public Accountant (CPA). Then I spent three years with Chevron as a regional finance and accounting implementer.

CFO 52

CFO Leadership Finance Problem Solving 52

CFO Talks

JULY 6, 2022

‘ I love breaking the mould of what it is to be a traditional accountant’. Today’s podcast is sponsored by Draftworx, which provides automated drafting and working paper financial software to more than 8000 accounting and auditing firms and corporations. CFO Talks is a brand of the South African Institute of Business Accountants.

Auditing 52

Auditing CFO Accounting Finance 52

PYMNTS

NOVEMBER 29, 2017

Violators can be pushed out of business, thus limiting account creation – and that, he said, is the most vulnerable part of operations. Finally, make a point of consistent internal communication. Communicate perpetually, whenever there is a suspicious event. That is where profits come from.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 1, 2022

” Everyone starts doing the math of what their typical clients pay multiply by 300 clients was like, “This is mind-blowing profitability, effectiveness of the firm. And there’s a lot of people that are doing cool stuff in how do we automate more in account opening, onboarding, trading, rebalancing, reporting, right?

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

NOVEMBER 3, 2022

In our 98th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a scarcity perspective can result in a firm’s loss of focus by trying to accommodate any and all clients regardless of their needs. It feels good and there’s no accountability. It feels like activity.

Numbers 130

Numbers Planning Communication Marketing 130

CFO News Room

DECEMBER 27, 2022

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. It’s not uncommon for us to see million-dollar accounts these days. So we’ve built in what we want, the communication, and depending on the advisor. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

PYMNTS

JANUARY 11, 2017

For homeowners, we don’t want them to have to do math or take a cut of what they receive. KW: Does your platform enable property managers and property owners to communicate and send money electronically? The whole communication, contract negotiation process and contract signing is all on the platform.

Communication 40

Communication Math B2C Marketing 40

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

JUNE 6, 2023

He’s not like that at all, which probably accounts for a lot of his success. People have 18 credit cards, 20 — who has 20 bank accounts, it’s you’re just what you’re paying in fees seems to be exorbitant. Let’s talk about married couples that don’t have a joint checking account.

Budgeting 52

Budgeting Entertainment Numbers Accounting 52

CFO News Room

DECEMBER 20, 2022

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” And so, over time, I just learned these different types of accounts and plans. Michael: Oh, interesting.

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. 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. Both people are kicking money in.

Investments 52

Investments Benchmarking Marketing Treasury 52

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. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Author: Michael Kitces.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 6, 2022

It helped build my communication skills and my knowledge, because when you’re the one in the meeting saying the things, you’ve really got to own that information. And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And that really helped build my confidence.

Planning 130

Planning Budgeting Investments Communication 130

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, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Marketing Accounting 130

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. But it is possible to link a checking account, which bumps the anxiety card networks once had with PayPal to a whole new level.

Retail 54

Retail Math Leverage Economics 54

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

AUGUST 29, 2023

And the ETF, the ETF wrapper, allowed people to get that exposure inexpensively, holding it in a brokerage account. And until they decide to communicate a different message, that’s what the market is going to continue to follow. Follow me on Twitter @barry_ritholtz until I get back my hacked Twitter account @ritholtz.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. It’s just math stick to it over long periods of time. And then I was looking for something more applied. The second is excess returns.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

JANUARY 24, 2023

There was XO Communication and McLeod. KLINSKY: Why would I take more than the value of the accounts receivables. RITHOLTZ: So it’s different math then I need 100x winner versus 99? And then lo and behold, for some reason, the equipment didn’t work for the new entrants — RITHOLTZ: Right. RITHOLTZ: I recall.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

JULY 29, 2024

And then on the technology part of the business around what we’ve built around portfolio accounting, trading and reporting is the entire advisor interaction with their investor, 00:10:41 [Speaker Changed] Meaning how they interface with both Orion and the client themselves. What are the challenges with this?

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

FEBRUARY 13, 2023

RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. B, I think when they get to this place or where they are today, I don’t think they have to communicate every single step of the way. RITHOLTZ: A lot, right? It is too much. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

MARCH 12, 2024

So that we’re still on their network, we’re still, so that technology for us to go at it stronger, we would like for those devices to communicate back to us directly. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. They were wrong at this.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 59

Barry Ritholtz

JULY 15, 2024

I started out math and, and physics, and in high school I was a rock star in math and physics. Now, I participated in some of that as a research analyst by looking at companies like Total Access Communications that tie wireless company, PL dt, Philippine, long Distance Telecom. But those guys are great, right? Cents a dollar.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

AUGUST 23, 2022

So, I did the math, 20 million times a hundred. So, let me just repeat the math. And so, again, I went through this simple math. And so, it wasn’t just a fishing boat, it was an oceangoing factory, very impressive. And asked them, how much does one of these things cost, and they said, $20 million new.

Investments 128

Investments Math Banking Profit and Loss 128

Barry Ritholtz

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. You learn the math that can help you with, with market making operations. It’s just not smart on a math basis to do that. That is their savings account, particularly when cash is returning nothing.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

JULY 31, 2023

I mean, you’re talking about, I don’t, I could do the math, it’s like a 10,000% return in like three weeks. RITHOLTZ: The communication was bad also. And that’s sort of the math. He was right on the thesis. He found a place to express it efficiently. RITHOLTZ: Right. RITHOLTZ: Wild number.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

MAY 16, 2023

RITHOLTZ: That’s called single entry accounting. There was not much accounting to do except how many months we have left before we have to call Fred for more money. They kept the reputation intact by communicating with their investors. So this is the math that I applied. So think about this, do the math.

Leverage 116

Leverage Investments Valuation Marketing 116

Barry Ritholtz

NOVEMBER 19, 2024

Colin Camerer : So I, some of it was when I was in college at Johns Hopkins, I, I studied physics and math. And there was people, Physics didn’t have, people, psychology didn’t have math, economics was kind of the right mix. The math doesn’t math. That was too abstract. Yeah, I’m gonna vote.

Profit and Loss 64

Profit and Loss Math Finance Economics 64

Barry Ritholtz

APRIL 1, 2025

Oh yeah, no, it was, it was like they, they didn’t want to, and I, of course was going through communications as officials and they never respond properly, but his name was Ron Walters. He, like, he stopped doing math and science when he was like seven years old. Like I, I couldn’t get him. Oh, really? They are characters.

Investments 103

Investments Marketing Math Technology 103

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 112

Marketing Banking Treasury Profit and Loss 112