Remove Math Remove Prioritization Remove Tax Planning
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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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 look at estate planning.

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Transcript: Gary Cohn

Barry Ritholtz

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. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well. Barry Ritholtz ] 01:52:18 Not even prioritize. I can’t make money.

Marketing 109