CFO News Room

NOVEMBER 29, 2022

So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Issuing banks got to make its piece as well. ” Right?

Leverage 130

Leverage Planning Concentration Tax Planning 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. 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. ” And just like the change bank from “Saturday Night Live, “We’ll make it up in volume. I like Buffett’s idea.

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 when I used to work at another regional bank, her mother, before she retired, ran the big commercial lending unit. And we used to ride bikes together.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

FEBRUARY 2, 2022

Michael: Well, relative to Zoe just makes things appear on your calendar and rough math, 20 to 30 leads a month can be 6 to 9 new clients a month, and so just you’re answering your phone and Zoe is making 6 to 9 new clients a month appear. Now, for a big firm, like you said, that math can work out really quickly. Michael: Okay.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

DECEMBER 17, 2022

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. And while Buffett was naturally gifted in math, he was initially scared of public speaking. Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. 00:29:57 You’ve got a big banking business that you care about, and you’ve got a lot more aspects of the company that you care about. They run outta liquidity.

Marketing 112

Marketing Banking Treasury Profit and Loss 112