The CFO College

APRIL 8, 2021

Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day. You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Author: Adam Van Deusen.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees. But many firms will find that their client referral rates are flat.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. So that was my initial foray into the investment business. SEIDES: That was my true investment MBA. He said, “You’re not going to learn anything about investing.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

FEBRUARY 2, 2022

And that takes you down a road of increasingly complex or sophisticated investment vehicles, the move towards alternatives, the move towards private equity and hedge funds and a lot of different things that get done with the portfolios of high-net-worth clients. Estate planning is commonly a big point of discussion, as well.

Communication 130

Communication Planning Education Numbers 130

Barry Ritholtz

OCTOBER 3, 2023

[ Gary Cohn ] 00:03:56 So two years earlier, and now we’re going back in time, the summer of 80, for those of you that remember the summer of 80, the Hunt brothers at that point were silver, were exactly, were trying to corner the gold and silver market. They were buying the, the Comex market. It was brand new.

Marketing 107

Marketing Treasury Banking Profit and Loss 107