Nerd's Eye View

FEBRUARY 20, 2023

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. The firm has also implemented a limited client service calendar, supporting clients on key issues when they occur during the year (e.g.,

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 21, 2022

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.

Planning 130

Planning Communication Concentration Tax Planning 130

Nerd's Eye View

AUGUST 26, 2024

But while Kotter's model may work well for larger firms with ample resources and people available to enact change, it can be less effective for smaller organizations with fewer people available to create coalitions for change (and where the power to block change might even be concentrated among one or a handful of executives or owners).

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.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 29, 2022

Or how do we work around a concentrated stock position, right? A lot of them come in with concentrated stock positions, right, of a company stock or a stock they’ve inherited or they’ve had a major liquidity event. And if they have concentrated stock positions, we’re doing covered-call strategies for them too.

Leverage 130

Leverage Planning Concentration Tax Planning 130