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3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

Research across B2C industries, however, shows that the average referring client shares this word-of-mouth marketing message with 2.68 It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor.

Clients 101
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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

And I also made the mistake of making a B2C, whereas that’s supposed, that was a, a huge mistake should have gone B2B because I later learned, you know, I was a level playing field guy and like people couldn’t just buy their no loads and everything. The, the tax side of it was a game changer. That’s right.

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Fundamental Analysis Of Polycab India – Financials, Future Plans & More

Trade Brains

Year Operating Revenue (Rs in Crores) Profit after tax (Rs in Crores) 2019 7,985 500 2020 8,830 765 2021 8,792 885 2022 12,203 917 2023 14,107 1,282 5 Year CAGR Growth 15.29% 26.54% Let us now analyze the margins of the company and find out if the margins of the company have increased similarly as its revenues and profits.

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Fundamental Analysis of ITC – Future Plans, Financials & More

Trade Brains

Segment Analysis ITC segregates itself into five segments: FMCG – Cigarettes is the largest and most profitable division of ITC accounting for 37% of the total revenues and 75% of the total earnings before interest and taxes (EBIT) with an EBIT margin of 60%. Others includes the group’s IT services, investment and other businesses.

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Transcript: Joanne Bradford

The Big Picture

And I think eventually they’ll be a B2C company. 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget? We use it because most people don’t have trusts set up properly. And so they have done that and they’re a B2B company right now. What did I forget?

Startup 147
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Transcript: Dave Nadig

The Big Picture

I think the way to think about this is we’re a business-to-business organization in terms of if you’re going to look at the revenue lines, but with B2C responsibilities, right? NADIG: Because the ETF structure is inherently more tax fair, and that sounds like a weird — RITHOLTZ: No, it’s a 100% true.

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Transcript: David Roux, BayPine, Silver Lake Partners

The Big Picture

The second issue is, could anyone figure out a way to, at the time, Seagate owned some shares and other software companies and it wasn’t clear to the market how they could sell those in a tax efficient way. ’cause it had been very much a kind of B2C phenomenon, right? And it ended up being very attractive for Microsoft.