The Motley Fool

DECEMBER 19, 2024

Today's conference call may include forward-looking statements, including statements regarding Lennar's business, financial condition, results of operations, cash flows, strategies and prospects. We anticipate our financial services earnings to be approximately $100 million to $110 million.

Debt 242

Debt Assets Capital Banks 242

FMG

FEBRUARY 27, 2023

When you include your fees and fee structure clearly on your website, it can often save a phone call or initial meeting to see if a client can afford the services. and “How do you help clients implement their financial plans?” They ask some questions such as, “What is your investment philosophy?”

Prospects 98

Prospects Fee Structure Asset Management Education 98

Sara Grillo

JANUARY 8, 2024

This keeps the cost lower since they are basically meeting with people on an “as needed” basis, and not making an attempt to meet with everyone each year. Zack offers common objections to this type of service, most notably that it’s a major cost to meet with all those people individually and that the pricing and fee structuring is not viable.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

FMG

NOVEMBER 1, 2023

When crafting your fees page, consider your audience. Consider a subscription or one-time fee structure. Invest in Content Marketing Content is the fuel to keep your financial advisor marketing going. Make Financial Services More Relatable Most people know what to expect from the services they seek.

Prospects 52

Prospects Fee Structure Financial Services Leveraging 52

The Motley Fool

AUGUST 2, 2023

It's a growing country with a large population that currently has lower adoption of financial services than other markets in Latin America such as Brazil. And then, when looking at the quarter, we see about an 80 basis-point increase for shipping fees within the take rate. How you are thinking about the fee structure?

Banks 130

Banks Leveraging Accounting Debt 130

Axial

OCTOBER 24, 2024

.” Visit Ardent Advisory Group’s Profile “ Cornhusker Capital was launched in November 2010 with the idea of providing superior and value-based services to lower middle market companies. At ABI, we start every review of a prospective sale engagement from a buyer’s perspective.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 25, 2023

Finally, I'd like to mention the well-deserved recognition we received from Fortune and a Great Place to Work Foundation, who ranked Mr. Cooper as one of the best workplaces in financial services and insurance. This is a positive reflection on our people and on the purposeful, inclusive work environment that we have created for them.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100