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. 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.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

FEBRUARY 2, 2022

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”

Communication 130

Communication Planning Education Numbers 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? They would put a 25% border adjustment tax on them.

Marketing 107

Marketing Treasury Banking Profit and Loss 107