Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Tax Planning 86

Tax Planning Auditing Investments Numbers 86

Boston Startup CFO

OCTOBER 13, 2015

When I started my online marketing company VerticalResponse, I made the colossal mistake of not hiring experienced people because I was so concerned about saving money. The accounting manager recommended that we audit our books, which seemed like a good idea, especially since we had been having conversations about getting acquired.

CFO 52

CFO Tax Planning GAAP Budgeting 52

The CFO College

APRIL 8, 2021

Implement an Easy-to-Use, Effective Marketing System. For us numbers people, one of the hardest things can be getting out in front of a CEO and talking yourself up enough to land a new client. That’s basic marketing, and a skill you are capable of if you just take the time to understand your prospects before reaching out.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

DECEMBER 30, 2022

And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients! by a staff member, or by an outside consultant.

Planning 130

Planning Auditing Investments Securities 130

Barry Ritholtz

OCTOBER 19, 2022

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. RITHOLTZ: You’re in the middle of a 18-year or so giant 1,000% bull market. And Jack was adamant about, “Hey, cash flow and market share is an outcome.

Investments 111

Investments Profit and Loss Education Advertising 111

CFO News Room

NOVEMBER 15, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? 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. Check out our FAS resource page ! Stacey: Thank you.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? ” 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. Check out our FAS resource page !

Planning 130

Planning Communication Profit and Loss Education 130