VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Given the backdrop above, the management team that’s gotten a business this far may not possess what will be needed to get the business through the next phase.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

JANUARY 6, 2023

A recent study shows how delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals. Why ‘failure’ scenarios in Monte Carlo simulations are very different than plane crashes.

Auditing 130

Auditing Practice Management Planning Investments 130

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 28, 2022

Many of these value-adds begin well before the client retires, such as whether contributions to traditional or Roth accounts would be optimal in a given year and reviewing their annual Social Security statement. Of course, one of the major questions from clients that advisors often answer is, “When can I retire?”

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? 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. John: Securities America. Let’s get that rollover done.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. This can help identify triggers for overspending activity (in Newcomb’s case, these include feeling bored, depressed, or insecure).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 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