Communication, Healthcare, Prioritization and Tax Planning

2022 Best-Of Highlights From The Nerd’s Eye View Blog

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

Planning Benchmarking Profit and Loss Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

He told me, look, there’s a woman by the name of Shahir Knight, you’ve gotta go out and hire Shahira if you want to get taxes done. We went out, we got Shahir hired, you know, but then you’ve gotta go out and hire people in the healthcare space. She left there, she became a crisis communications expert.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

2022 Best-Of Highlights From The Nerd’s Eye View Blog

Transcript: Gary Cohn

Webinars

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