CFO News Room

DECEMBER 26, 2022

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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

OCTOBER 29, 2018

Instead, they can engage with the platform and communicate with mental health professionals at their convenience. A subscription-based telemedicine approach means users don’t have to show up to counseling centers or fit appointments into their schedules.

B2C 55

B2C Education Concentration B2B 55

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. BITTERLY MICHELL: And so, one of the things that we did was we started communicating more frequently with our clients.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

MARCH 4, 2025

I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. But there are cities, Miami’s a good example for our healthcare business. So again, depending on the industry, it depends on sort of where our concentration of bankers are.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Barry Ritholtz

SEPTEMBER 10, 2024

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.

Valuation 64

Valuation Investments Economics Marketing 64

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. SEIDES: So it’s Hartford HealthCare. Both people are kicking money in. So technically, and that’s probably why it was legal, there’s no gambling involved.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

FEBRUARY 5, 2023

Are Wooing Indonesia, and Beijing Has the Edge NYT PIVOT TO ASIA RAMPING UP OMINOUSLY Popular Resistance Why Chinese Companies Are Investing Billions in Mexico NYT New Not-So-Cold War Realism, Bluff and Chinese Balloons: Who’s Afraid of F16s?

Concentration 100

Concentration Healthcare Budgeting Economics 100