The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Bressman acquired RIA in a Box in 2012 as pure consulting firm
“The company was started in 2000, in 2006, but we got involved in 2012. And you know, at that time he really had a consulting business that was not tech enabled. There was no real sort of internal or external technology”
Bressman: RIA in a Box serves 1,800 of 30,000 potential firms
“We're working about 1800 firms. There's roughly 30,000 or so we can be working with.”
Bressman: RIA in a Box Gross Retention Exceeds 90%
“We're above sort of 90% in gross retention and even higher in what we call preventable retention.”
Bressman: RIA in a Box Has CAC Payback of Under a Year
“We typically operate in sort of a year or less as our payback.”
Bressman: Content Marketing Is RIA in a Box's Primary Acquisition Driver
“But our primary customer acquisition channel has really been content. And for us that's just been a huge driver of growth in our business.”