CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., ” But I know just the math of that is hard. They all supported my business model.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. And taking on a CFO, or a CEO, or some of the executives that I started to work with, I said, “Wow, they want to work with me, and trust me, and value my advice.” Emily: Yeah.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 1, 2022

And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” What kind of responses do you get? Mindy: Yeah.

Planning 130

Planning Investments Accounting Math 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 then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130