CFO News Room

NOVEMBER 22, 2022

Executive Summary. Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 27, 2022

Executive Summary. Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

NOVEMBER 1, 2022

Executive Summary. Welcome back to the 305th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Mindy Crary.

Planning 130

Planning Investments Accounting Math 130

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 130

Education Planning Investments Profit and Loss 130

CFO Talks

FEBRUARY 20, 2024

Farhaan discusses the critical aspects of his role, emphasising the shift from traditional accounting to strategic and operational involvement across business sectors. We started the CFO Club back in 2016 when we hosted the first World Congress for CFOs. We post blog articles on trending issues within the CFO profession.

CFO 52

CFO Leadership Accounting Finance 52

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 5, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. A survey showing how millionaires allocate their assets and the importance they place on the recommendations of their financial advisors.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130