The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. 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.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Estate planning is commonly a big point of discussion, as well. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 130

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

VCFO

NOVEMBER 1, 2023

A review of revenue will often involve examining sales performance. By nature, most salespeople will do exactly what they are incentivized to do (which is why a well-designed sales compensation plan is so important). Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance 91

Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 17, 2022

The Commission might also explore what types of experiences meet the Experience requirement, as currently positions focused directly on financial planning work (e.g., paraplanner) count for the same number of hours as those within a planning firm but with little engagement on actual financial planning (e.g.,

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time.

Marketing 107

Marketing Treasury Banking Profit and Loss 107