CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. It’s not uncommon for us to see million-dollar accounts these days. ” But I know just the math of that is hard. John: Yeah.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130

CFO News Room

NOVEMBER 29, 2022

For the most part, we also have, out of those 195, a lot of those are also some legacy clients that have been around for a very long time, that maybe have brokerage accounts that are no longer advisory, right, so, but I am including that in there. So, what tools or platform or manager are you using just to handle account?

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 20, 2022

And so, over time, I just learned these different types of accounts and plans. I started right out of college, and I remember throughout the early days of my career, I never wanted anyone to know what year I had graduated because I was like, “They’re going to do the math and figure out how young I am.” Emily: Yup.

Education 130

Education Planning Numbers Securities 130