CFO News Room

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden. Authors: Ben Henry-Moreland.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Nerd's Eye View

APRIL 24, 2023

But by focusing on advice engagement strategies and encouraging clients to become more engaged in the planning process, advisors can help clients become more motivated to take action, which will ultimately serve to improve their planning outcomes.

Planning 90

Planning Education Numbers Communication 90

Nerd's Eye View

FEBRUARY 28, 2024

Initial outreach to a financial advicer rarely (if ever) results from a prospective client waking up in the middle of the night in a cold sweat because they just figured out that they're in desperate need of a comprehensive financial plan. The "it seems" framework is particularly useful when prospects need help prioritizing multiple goals.

Planning 93

Planning Prioritization Education Communication 93

Nerd's Eye View

SEPTEMBER 21, 2022

So for advisors, it may be worth exploring whether there is anything to be learned from Ramsey's approach to financial advice – even if they may disagree on the details, advisors may find in Ramsey's advice a new and perhaps better way to communicate with (and motivate) clients.

Planning 97

Planning Education Communication Finance 97

CFO News Room

NOVEMBER 2, 2022

If you’re looking for the best cheap car insurance for young adults, however, you’ll need to compare policies and plans while also checking for discounts you might qualify for. Employer-Sponsored Plan Discount : If you work for an employer who participates in a Nationwide discount plan, you can get a break there.

Planning 130

Planning Education Advertising Communication 130

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

Nerd's Eye View

APRIL 30, 2024

What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.

Leverage 84

Leverage Education Planning Communication 84

CFO News Room

FEBRUARY 6, 2022

Sometimes bumpy, their paths provide a lesson plan for others looking to leap from the classroom to the corporate world. Nationwide, former educators are starting jobs in sales, software, healthcare, training services and other hot fields, and more say they want to follow suit. Wilson started with an education tech startup in April.

Education 130

Education Sales Vendor Management Healthcare 130

CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Economics Communication 130

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning 95

Planning Problem Solving Profit and Loss Prioritization 95

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 130

Beacon CFO Plus

SEPTEMBER 20, 2023

Common Financial Education, Skills, and Certifications The term fractional cfo refers to a financial professional who provides their expertise and services on a part-time or temporary basis to multiple companies rather than being a full-time, in-house employee of a single organization.

CFO 52

CFO Problem Solving Education Compliance 52

The Finance Weekly

JANUARY 22, 2024

His significant role at Live Nation has been crucial in shaping the company's strategy and financial planning, thanks to his extensive experience in the entertainment industry and financial management. Communicate with clients, investors, company leaders, and stakeholders. Manage cash flow and plan for financial needs.

CFO 52

CFO Education Communication Leadership 52

The Charity CFO

APRIL 2, 2024

You should aim to work with an accountant who has the experience to provide expertise and financial planning for your organization. Strong Communication and Accessibility Your nonprofit accountant can only provide expert advice and accurate reporting if you can easily get in touch with them.

Nonprofit 52

Nonprofit Accounting Accounting Firms CFO 52

Nerd's Eye View

AUGUST 11, 2022

In these cases, advisors must find ways to ease their clients' worries while also reassuring them that their plans are on track. And for clients who don’t understand the mechanics of these factors and potential outcomes, the uncertainty of where their financial plans stand can be very uncomfortable. Read More.

Communication 64

Communication Education Planning Investments 64

CFO Simplified

MARCH 11, 2024

While not always necessary, having a simple salary structure and pay ranges provides a clear framework and market reference for decision making and communication. Both should be just detailed enough to guide and promote career mobility and pay transparency but as simple as possible to administer and communicate. Incentive Plans.

Communication 52

Communication Prioritization Leverage Healthcare 52

Nerd's Eye View

AUGUST 15, 2023

Jim is the founder of MainStreet Financial Planning, an hourly, fee-only financial planning firm, and also created Procrastination Junction, a coaching program for fee-only financial advisors looking to improve their sales skills. Welcome back to the 346th episode of the Financial Advisor Success Podcast ! Read More.

Leverage 97

Leverage Prioritization Sales Education 97

Nerd's Eye View

FEBRUARY 9, 2023

A simple way for advisors to educate prospects about asset minimums is to include the information on their firm’s website. Importantly, even though a working relationship may not make sense, advisors can still offer to help the prospect move forward with their financial planning needs.

Communication 84

Communication Education Planning 84

CFO Talks

OCTOBER 25, 2023

Key competencies include staff planning, project management, and corporate finance. With 9 competencies, this role focuses on leadership, communication, corporate governance, and change management. This requires strong leadership skills, the ability to communicate effectively, and the capacity to set and achieve visionary goals.

CFO 52

CFO Leadership Risk Management Strategic Planning 52

CFO News Room

DECEMBER 17, 2022

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. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading! Team Kitces.

Education 130

Education Planning Benchmarking Investments 130

The Charity CFO

MAY 20, 2022

This week, Emily Heck joins us to talk about how marketing should fit into the plans of a modern nonprofit that wants to thrive and grow. Emily is a marketing consultant and owner of Evergreen Strategic Communications.

Nonprofit 98

Nonprofit Marketing CFO Education 98

CFO News Room

DECEMBER 16, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

CFO News Room

FEBRUARY 2, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Communication 130

Communication Planning Education Numbers 130

CFO Leadership

APRIL 10, 2023

Communication is key to exceeding duty of care obligations and establishing a foundation of good faith outside strict legal terms. Achieving that goal means investing time and money, mostly around planning and implementing best practices. Run exercises and practice drills until similar circumstances come up and put the plan into place.

Risk Management 97

Risk Management Communication Leadership Benchmarking 97

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. My guest on today's podcast is Jim Dew.

Valuation 87

Valuation Planning Education Communication 87

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. Here's more about who FP&A candidates are: Education: They often have a bachelor's degree in finance, accounting, economics, or a related field.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Budgeting Financial Modeling 59

CFO News Room

NOVEMBER 27, 2022

Only 20% of organizations believe they successfully communicate their strategy to a broad set of external stakeholders. Cleveland Clinic is a nonprofit medical center that integrates clinical and hospital care with research and education. In contrast many corporations struggle in these areas. While Tomorrow.io

Nonprofit 130

Nonprofit Leverage Education Communication 130

CFO News Room

NOVEMBER 22, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

JANUARY 13, 2023

Communication is a key function for think tanks, which are typically focused on disseminating findings on complex issues to diverse audiences. Similar to other archetypes, Field Builders rely on a robust communications function. Designers leverage internal expertise to design programs and approaches.

Prioritization 130

Prioritization Communication Leverage Leadership 130

Future CFO

JANUARY 27, 2022

Rather than withdrawing guidance, Gartner recommends the following four steps to quantify inflation risks and communicate their potential impact to the investment community. The goal is to educate investors on external risk while emphasizing the steps the company is taking to mitigate them.”.

Budgeting 52

Budgeting Financial Planning and Analysis (FP&A) Accounting Forecasting 52

CFO News Room

DECEMBER 5, 2022

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

Leadership 100

Leadership Education Problem Solving Nonprofit 100

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

CFO News Room

JANUARY 18, 2023

Organizations will do this by removing formal education and experience requirements from job postings and instead reaching out directly to internal or external candidates from nontraditional backgrounds who may not have access to certain professional opportunities, or even be aware of them.

Prioritization 130

Prioritization Auditing Education Communication 130

Future CFO

MAY 2, 2023

Maintain communication and collaboration: The organisation should establish an effective communication plan, to ensure that all stakeholders understand how the organisation, responsibilities and procedures are changing – and importantly, why. "It As such, there needs to be flexibility to adjust the plan and timeline accordingly.

Finance 52

Finance Benchmarking Leadership Communication 52

Future CFO

SEPTEMBER 17, 2023

The Financial Planning and Analysis ( FP&A ) team performs budgeting, forecasting, and analysis that support major corporate decisions of the CFO, the CEO, and the Board of Directors. Very few, if any, companies can be consistently profitable and grow without careful financial planning and cash flow management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO SAP Leadership 52

CFO News Room

DECEMBER 7, 2022

Excluded from this first prong of “advertisements” are: Extemporaneous, live, oral communications; Information contained in a statutory or regulatory notice, filing, or other required communication; and. Bulk emails, templates, and other communications that appear to be personalized (e.g.,

Advertising 130

Advertising Marketing Communication Compliance 130