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. And so, what we did, and I guess the advantage of being with a broker-dealer is those are now Commonwealth house accounts. Stacey: Absolutely.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

FEBRUARY 2, 2022

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, I don’t have to have this great call and then at the end of it, tell someone, “Yeah, that all sounds great and if you want that, you move all your accounts over and that’s the only way we’ll work with you.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

NOVEMBER 29, 2022

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. A lot of them scored high as a quick start, right, and I wasn’t looking for that. ” That’s what we did.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships. But he was wonderfully successful in the insurance environment.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

And so after a week there, I, I said to the guys on desk, Hey, can I open an account and do this? Yeah, you’re, you’re, you’re allowed to open an account. So I opened an account and I sat there and I traded the, the New York Chicago Gold arbitrage for the next sort of close to month. Gary Cohn ] 00:05:28 Be?

Marketing 108

Marketing Treasury Banking Profit and Loss 108