Communication Math Numbers Prioritization 
CFO News Room
DECEMBER 27, 2022
But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.
Barry Ritholtz
JUNE 6, 2023
That’s one part financial freedom, one part prioritization of your life, and one part less stress and worries about financial matters. And they do that for 35 years tweaking numbers I go you won, you won the game. In fact, here’s the phone number you call, and you will get your $37 fee waived. Number two is travel.
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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.” So, relative to the plans, it wasn’t a huge participation number of just the plans themselves of 15% plans.
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, that can move the numbers, as well.
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. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? That’s unbelievable.
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