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Is Advisor Technology Making Planning Faster… Or Better?

CFO News Room

As a starting point, it’s important to recognize that while conversations in the financial services industry over the last decade have entertained the idea that technology (e.g., Leverage the back office to the sky. Changing Business Models To Leverage FinTech To Offer Advice At Scale [23:13]. Carl: Yeah.

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Transcript: Lynn Martin

Barry Ritholtz

They may want to expand their business through leveraging a community that the listings market, particularly the NYSE brings to the table. Let me jump to all my favorite questions we ask all of our guests, starting with what did you do to keep yourself entertained during the pandemic? RITHOLTZ: That’s interesting.

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Transcript: Brian Higgins, King Street

Barry Ritholtz

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.

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Transcript: Julian Salisbury, GS

Barry Ritholtz

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

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Transcript: Albert Wenger

Barry Ritholtz

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. And you know, the only thing math works on recognition by peers, and there’s some prizes. There’s a whole bunch of infrastructure investments, infrastructures for building digital businesses.

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Transcript: Christine Phillpotts, Ariel Investments

Barry Ritholtz

And I did a lot of options math, which I thought was interesting. So I had some experience in Africa that was able to leverage for this role. Starting with what’s keeping you entertained these days? 00:07:26 And then I moved on to the equities team afterwards. And I just learned a tremendous amount.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

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