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Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.
With each decade, you can see the effect of regional and sector performance in the previous decade; the 1990 list is dominated by Japanese stocks, reflecting the rise of Japanese equities in the 1980s, and the 2000 list by technology and communication companies, benefiting from the dot-com boom.
If finance collaborates with marketing, for example, they should be aware of everything from the return on investment of advertising campaigns to the cost and outcome of trade shows. The first step in being a strategic business partner is to stop thinking about how much everything costs and instead concentrate on how to bring value.
Today, corporate public relations and communication teams go to great lengths to find any angle to connect what they’re doing to the blockchain so that they, too, can ride its publicity draft. Most of that spend will be concentrated in the U.S., In short, there seems to be, literally, nothing the blockchain cannot do. billion by 2021.
As consumers have become more comfortable to pass credit card information online in a secure way, there’s a growing number of people that use mobile devices not just for communicating but now for transacting, so the timing was right for something like this to operate and grow.
Business Model Airbnb's primary business model connects hosts who own houses and apartments with guests who want to rent them for short term stays, while providing a secure and easy-to-use platform for search, reservations, communications and payments. Second, they also derive revenues from online advertising by hotels and travel providers.
And so it’s, it’s sort of managing that, all of those different constituents with communication. How do you take that massive information and communicate it to both the Morgan Stanley staff, the sales team, the brokers, the asset managers, and the investing public? So that, that’s the challenge.
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. SEIDES: It’s mostly that and it goes to what you said, which is I love having these conversations and have never advertised on the podcast. SEIDES: Correct.
ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. You could probably build a better communications strategy. You have a concentrated securities position, right? And yes, we were all in.
Zeroing in even further and looking at the biggest companies in the top percentile , the Mag Seven , the concentration of winners at the very top is clear: $ changes in millions In 2024, seven companies (Apple, Amazon, Meta, Alphabet, Microsoft, Nvidia and Tesla) increased in market cap by $5.6 trillion ($13.6 trillion) in market cap.
There was the optical communications boom, some of the original software internet assets. And it doesn’t matter if you’re selling frozen pizza to search advertising, okay? One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven.
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