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

DECEMBER 23, 2022

From there, we have several articles on advisor marketing: Five tactics advisors can use to make the most of the online referrals they receive. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. This year has been challenging for many financial advisors as they help their clients (and their own firms!) Read More +.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO Plans

OCTOBER 21, 2024

Conduct a detailed profit and loss analysis to uncover the types and amounts of debt your business holds. This priority helped them free up cash flow, which they invested in marketing campaigns to drive growth. Regular reviews ensure that your strategies are aligned with current market conditions and business objectives.

CFO 52

CFO Profit and Loss Startups Prioritization 52

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! He can be reached at [email protected].

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Author: Michael Kitces.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. You know, when you really hammer home to what you can control as an investor costs, it finally started to catch on with people like, “Hey, I can get low cost through indexing and get the market return,” which by the way, over time, is pretty darn good returns.

Investments 114

Investments Profit and Loss Education Advertising 114