CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Communication Concentration Practice Management 130

Nerd's Eye View

FEBRUARY 20, 2023

These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. 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.,

Concentration 98

Concentration Practice Management Treasury Numbers 98

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. 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. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Nerd's Eye View

AUGUST 26, 2024

Over the last 50 years, even the most substantial changes to occur – such as the movement away from commissions and towards fee-based compensation, and the shift from an investment-centric approach to more holistic financial planning – have taken place over decades and, in many cases, are still ongoing.

Communication 69

Communication Concentration Leadership Planning 69

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. People Operations/HR Consultant in vcfo’s Dallas market. What a time to be alive and in business. Adaptation and Avoiding the Bite of Inaction.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75