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.

Education 130

Education Planning Benchmarking Investments 130

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

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. There was a period where I had the CFO of this broker dealer, he couldn’t believe how much I was doing in the applications. ” But I know just the math of that is hard.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

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.” And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you? Emily: Yeah. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130