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
FEBRUARY 2, 2022
Michael: Well, relative to Zoe just makes things appear on your calendar and rough math, 20 to 30 leads a month can be 6 to 9 new clients a month, and so just you’re answering your phone and Zoe is making 6 to 9 new clients a month appear. Now, for a big firm, like you said, that math can work out really quickly.
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CFO News Room
DECEMBER 17, 2022
tax planning or deeper retirement planning ) can be a way to increase client satisfaction and encourage them to be vocal advocates for the firm. And while Buffett was naturally gifted in math, he was initially scared of public speaking. But many firms will find that their client referral rates are flat.
CFO News Room
NOVEMBER 15, 2022
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. I mean, I can do sort of the math overall, 200 million under management, and 206 clients. The math is probably the easiest part of it.
CFO News Room
NOVEMBER 29, 2022
So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right? ” Right?
CFO News Room
NOVEMBER 22, 2022
And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.
CFO News Room
DECEMBER 20, 2022
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. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.
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