The CFO College

APRIL 8, 2021

Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. Lower taxes -- Lowering taxes seems like an obvious value, but it’s beneficial only when done correctly.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise.

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And that is a very simple, it’s easy to communicate, and it’s very clear. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. Team Kitces.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 22, 2022

” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

OCTOBER 19, 2022

So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?

Investments 109

Investments Profit and Loss Education Advertising 109