Communication Economics Leverage Tax Planning 
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.
CFO News Room
DECEMBER 30, 2022
A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. While all financial planning firms use technology in one way or another, the breadth and depth of their tech stacks can vary significantly.
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CFO News Room
DECEMBER 17, 2022
How firms can best leverage their internal data to improve the number of client referrals they receive. We also have a number of articles on retirement planning: While weak stock and bond market performance has challenged advisors and their clients this year, these trends have likely increased the ‘safe’ withdrawal rate for new retirees.
CFO News Room
NOVEMBER 22, 2022
” It’s constant communication through the year. I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. But I’m struck as you were framing this that this basically had nothing to do with the economics of it.
CFO News Room
NOVEMBER 15, 2022
I mean, did you have a lot of business or existing clients on the BD side or paying BD trails, where there were a bunch of economic ramifications of doing this decision? And that is a very simple, it’s easy to communicate, and it’s very clear. Author: Michael Kitces. Team Kitces. And I also prefer simple. Michael: Okay.
Barry Ritholtz
OCTOBER 19, 2022
Is this aimed at the advisor community? You know, we do the typical stuff, market economic outlooks and research there, product research. So we leverage that expertise and we help advisors speak to their clients about, you name it, market, savings, all the things that they’re talking about. They’ll do tax planning, right?
CFO News Room
NOVEMBER 8, 2022
Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability.
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