CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. sequence of return risk ). Gregg Greenberg| InvestmentNews).

Education 130

Education Planning Benchmarking Investments 130

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. Michael: So where do you think about setting that threshold just relative to your business and economics? ” But I know just the math of that is hard. John: That’s right.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

And I guess, ultimately, to me, part of the takeaway from it is… And, yes, if you really want to charge for it, there are businesses who will pay and you can run that economically viable as an education offering. And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you?

Education 130

Education Planning Numbers Securities 130