Spreadym

NOVEMBER 3, 2023

Financial planning typically includes the following key components: Setting Financial Goals: Identify and prioritize your short-term and long-term financial objectives, such as saving for retirement, buying a home, paying off debt, or funding your children's education. Understanding CLV can guide customer retention and marketing strategies.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

NOVEMBER 28, 2022

When consumers think about cash flow management, the word ‘budget’ might come to mind. Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. And we make sure we have a plan for those things, and those are always updated. So, for example, we have CPA info and tax notes.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

It’s part of their own tax planning. And what’s their budget like a fraction of it, right? So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52