CFO News Room
NOVEMBER 21, 2022
However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively. software changes).
CFO News Room
DECEMBER 26, 2022
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.
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CFO News Room
NOVEMBER 22, 2022
” It’s constant communication through the year. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. All of the tax planning, and all of the behind-the-scenes work.
CFO News Room
NOVEMBER 8, 2022
Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?
Barry Ritholtz
AUGUST 15, 2023
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. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year. SEIDES: Correct.
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