CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. Who comes to a conversation about social security and Medicare?

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 29, 2022

And so, we really do year-end tax planning just to kind of, “Let’s see where the year’s been, you’ve taken your income from your social security, your pension, your annuity, and now here’s what your taxes look like.” ” Right? I have quite a few different study groups that I’m a part of.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Planning 130

Planning Education Investments Benchmarking 130