Accounting Budgeting Math Practice Management 
CFO News Room
DECEMBER 27, 2022
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. It’s not uncommon for us to see million-dollar accounts these days. ” But I know just the math of that is hard. John: Yeah.
CFO News Room
DECEMBER 20, 2022
And so, over time, I just learned these different types of accounts and plans. ” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. Michael: Interesting. Emily: Yup. Michael: Okay. Emily: Yeah.
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