CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

The CFO College

APRIL 8, 2021

At CFO Bookkeeper, we use “VIP” to refer to “Valuable Expert, Instructor, Participant.” Investing time and money every month into expanding your “VIP” could increase your revenue, especially if you commit to doing something to work on these three areas for one hour a day.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 30, 2022

A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. presents a dizzying array of new rules related to retirement planning, it gives advisors a significant opportunity to demonstrate ongoing value for their clients!

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

Financial Planning. 101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 15, 2022

And then in July 1 of this year, we launched our own registered investment advisor. So, Envision Financial Planning is a registered investment advisor, we’re SEC registered, but we stayed within the Commonwealth ecosystem. So I figured, I had to hold on to the CFO role, because I also am a CPA.

Planning 130

Planning Accounting Compliance Math 130