Nerd's Eye View

FEBRUARY 20, 2023

For instance, some firms spread these meetings out throughout the year while others bunch them into a limited number of months, or even weeks. Ultimately, the key point is that just as no single planning strategy is applicable for every client, no single practice management technique is appropriate for every financial planning firm.

Practice Management 98

Practice Management Concentration Planning Numbers 98

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 97

Concentration Practice Management Treasury Numbers 97

CFO News Room

NOVEMBER 21, 2022

The purpose of a meeting season is not to maximize the number of client meetings in a short period of time; rather, it’s to allow an advisor to batch and organize their client service into themes throughout the year, maximizing efficiency and efficacy. software changes). When Clients Can’t Meet.

Planning 130

Planning Communication Concentration Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Yet, for advisors using fee-for-service models, being able to demonstrate value beyond portfolio management is often a necessity to attract and retain clients.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. Or how do we work around a concentrated stock position, right? ” That’s what we did.

Leverage 130

Leverage Planning Concentration Tax Planning 130