Benchmarking Communication Prioritization Tax Planning 
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.
Barry Ritholtz
OCTOBER 3, 2023
So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. Did you actually outperform the market?
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