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.

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CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Education 130

Education Planning Investments Benchmarking 130

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise. Finally, make a point of consistent internal communication. Communicate perpetually, whenever there is a suspicious event.

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Math Communication Sales Transportation 46

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., So we’ve built in what we want, the communication, and depending on the advisor.

Mergers and Acquisitions (M&A) 130

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

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

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. 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

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 then we have the 0% cap.

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Restructuring Planning Marketing Accounting 130

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.” Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33].

Education 130

Education Planning Numbers Securities 130

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

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’s the math.

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Valuation Investments Economics Marketing 64

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. You know, the leverage in the system builds. RIEDER: It’s funny you said that because, listen, I think we’ve gotten to the place where there actually is too much communication. How are we doing in literacy versus math versus science? RITHOLTZ: A lot, right?

Mergers and Acquisitions (M&A) 59

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

Barry Ritholtz

SEPTEMBER 7, 2022

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine.

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Marketing Communication Math Technology 122

Barry Ritholtz

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. There was XO Communication and McLeod.

Mergers and Acquisitions (M&A) 105

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

Barry Ritholtz

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. In addition to cybersecurity, there’s also the third party rule, which is, which is RIAs and investment advisors that leverage third party providers to provide services to their clients.

Investments 59

Investments Communication Benchmarking Technology 59

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. And I was always good at math and, and I had been writing code since I was in the sixth grade. So I had real support around Wall Street.

Profit and Loss 59

Profit and Loss Investments Marketing Securities 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. They’d come into the pandemic incredibly leveraged, huge amounts of debt. He was right on the thesis.

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Treasury Retail Economics Entertainment 52

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry. The next step from there was that Social Leverage. This all is leverage from the network.

Leverage 116

Leverage Investments Valuation Marketing 116

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. This is implicitly leverage. Leverage is a tool that accentuates both the good and the bad.

Leverage 59

Leverage Investments Marketing Math 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

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. 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. She left there, she became a crisis communications expert.

Marketing 112

Marketing Banking Treasury Profit and Loss 112

Barry Ritholtz

OCTOBER 31, 2022

They got a lot of leverage. RITHOLTZ: The research department in the FOMC don’t seem to communicate. And I’m like, “Well, if Bob Shiller is putting on the seatbelts, maybe he’s done the math, maybe I should be wearing a seatbelt in the back of the car.” I mean, this is golden for them. SIEGEL: Yeah.

Investments 59

Investments Marketing Numbers Finance 59