CFO Share

JULY 13, 2023

Growth planning should include your executive team and a CPA for tax planning purposes. Examples include website visits, prospect meetings booked, or CPM (for paid advertising.) Accountants are conservative and tend to keep expense controls too long, constraining financial growth and hurting profitability.

CFO 40

CFO Forecasting Tax Planning Advertising 40

CFO News Room

DECEMBER 26, 2022

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

OCTOBER 19, 2022

We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? But I think the move to fee-based advice in a broker-dealer community really helped drive that. They’ll do tax planning, right?

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. I’m sorry, I’ve never advertised for the podcast other than a couple little experiments.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 26, 2022

While the contents of the new rule are unknown, expert ERISA attorney Fred Reish thinks that it could fall in the middle of the Obama and Trump rules, as the administration will have to take into account the Fifth Circuit ruling that vacated the original Obama rule. Meb Faber Research).

Mergers and Acquisitions (M&A) 130

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