Remove Communication Remove Concentration Remove Healthcare Remove Tax Planning
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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Creating Visual Deliverables That Clearly Communicate Financial Planning Concepts – While technical expertise is necessary to formulate a financial plan, being able to clearly communicate the findings to a client can make all the difference between whether or not the client will understand and agree to implement the advisor’s recommendations.

Planning 130
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Transcript: Ted Seides

Barry Ritholtz

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare. Both people are kicking money in. Unless they have their own foundation.