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.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 26, 2022

Often, current homeowners (perhaps afraid that their home values will fall amid new housing supply) push back against permitting reform that would allow for new, and denser, construction. Amid this thorny policy debate, advisors can help clients navigate this challenging housing environment. Meb Faber Research).

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Securities Investments 130

Barry Ritholtz

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll construct the portfolio. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. And they bring a lot of value, right?

Investments 109

Investments Profit and Loss Education Advertising 109

Barry Ritholtz

AUGUST 15, 2023

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: Correct.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52