CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

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Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Investments Leadership Entertainment 52

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. ” But I know just the math of that is hard. We need to prioritize our time. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” I pay for their continuing education.

Planning 130

Planning Investments Accounting Numbers 130

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. It’s much deeper than math. I go, we don’t want one cent, you taught us how to be educated you taught us good values, we want you to spend every last cent and maybe even more.

Budgeting 52

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Barry Ritholtz

FEBRUARY 17, 2025

And I did a lot of options math, which I thought was interesting. So to use the example of the tech crackdown and, and I’ll extend that to also the education sector crackdown that proceeded it. And like what do you prioritize? 00:07:26 And then I moved on to the equities team afterwards. So what are we trying to solve for?

Investments 59

Investments Economics Marketing Benchmarking 59

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. And I believe that the CFP, the certification for financial planners is a great indication of the quality and education advisors have and can deliver to their clients. Which we are at Orion.

Investments 59

Investments Communication Benchmarking Technology 59