Budgeting, Math and Practice Management

Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We’ve gone through a whole practice management advisory group.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing

Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

DECEMBER 20, 2022

” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you? Michael: Interesting.

Education

Education Planning Numbers Securities

Corporate Finance Brief

Finding Rollover Opportunities In Transitions After Layoffs

Resetting Work/Life Balance By Getting Paid For Expertise

Webinars

Stay Connected