Generation CFO

JANUARY 28, 2022

Successful businesses need a culture of making it happen, says James Owen, Kantar’s Profiles division Global CFO. As a global CFO, one of the best bits about my job is seeing across many different cultures as well as the different ways of working and thinking that can foster within a business,” says James. . Diversity is key.

CFO 200

CFO Math Concentration Finance 200

CFO News Room

NOVEMBER 29, 2022

” Anh: So, interestingly enough, I actually do also work with LPL’s CFO team, so, they offer a business solution to their advisors where you can bring on a CFO. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 6, 2022

And if you went through the math, it gave us hundreds of hours that a typical firm would spend. And we can run all the math about how to do that.” And he facilitated this whole discussion of, “How much time does your firm spend producing all these reports?” ” Natalie: Totally.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

DECEMBER 5, 2022

After all, in a world where prospecting was almost entirely a function of networking and establishing relationships with Centers Of Influence who could refer the advisor, almost by definition the advisor’s marketing efforts would concentrate on the local market where they could engage in such in-person relationship-building.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And so, we pivoted to more of a service team.

Restructuring 130

Restructuring Planning Accounting Marketing 130