Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Concentration 75

Concentration Analyzing Data Tax Planning Leverage 75

CFO News Room

NOVEMBER 28, 2022

Because the advisor’s target client will probably only have certain planning needs (and may not require others), advisors can offer the value-adds from the hundreds of options available that best serve this target client. Adam is an Associate Financial Planning Nerd at Kitces.com. Author: Adam Van Deusen. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. Or whether all Roth and backdoor Roth contributions were made by eligible clients?

Planning 130

Planning Communication Concentration Tax Planning 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Sales & Marketing. This year has been challenging for many financial advisors as they help their clients (and their own firms!) and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 29, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Spreadym

NOVEMBER 3, 2023

Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. This metric helps assess the effectiveness of marketing and sales efforts.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Did things change significantly since we updated the plan? Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130