Marketing Math Tax Planning 
Nerd's Eye View
JUNE 21, 2024
Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)
CFO News Room
NOVEMBER 29, 2022
directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? So, we do look at clients from the complexity of what type of planning they have. ” or some active managers on the emerging markets and international side. Check out our FAS resource page
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CFO News Room
NOVEMBER 22, 2022
directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” What are we doing proactively, rebalancing, got to stay in the market?”
Barry Ritholtz
AUGUST 15, 2023
I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?
CFO News Room
DECEMBER 20, 2022
directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about.
CFO News Room
FEBRUARY 2, 2022
Now, because of XYPN and kind of the different marketing funnels out there, people know what flat fee is and advice-only and all the different iterations of it. So, without the SEO, without the marketing arm, without Zoe’s outreach, without the algorithm, these people never find Capasso Planning Partners, right?
CFO News Room
NOVEMBER 15, 2022
directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Stacey: Thank you.
Expert insights. Personalized for you.
98 
Let's personalize your content