CFO, Math, Prioritization and Tax Planning

Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. Emily: Yeah. So, I think that when I really started to feel like the real deal was I started to take on clients that were much larger clients.

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Restructuring Compensation And Roles To Align For Growth

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 look at estate planning.

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Resetting Work/Life Balance By Getting Paid For Expertise

Restructuring Compensation And Roles To Align For Growth

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