The CFO College

APRIL 8, 2021

You’ll also want to stay current on successful brands, along with trending operations, metrics, and benchmarking. 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. Another key aspect of becoming a Valuable Expert is enhancing your education.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!) Tax Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. The Commission might also explore what types of experiences meet the Experience requirement, as currently positions focused directly on financial planning work (e.g.,

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

OCTOBER 3, 2023

It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. You know, my, my number one priority was to operating the firm on a day-to-day basis. That’s unbelievable.

Marketing 108

Marketing Treasury Banking Profit and Loss 108