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

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. Estate planning is commonly a big point of discussion, as well. Author: Michael Kitces. Team Kitces. Is that basically the cycle?

Communication 130

Communication Planning Education Numbers 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 do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

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 part of their own tax planning. ” It wasn’t that they didn’t communicate that. SEIDES: So it’s Hartford HealthCare. Both people are kicking money in. Unless they have their own foundation.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

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 107

Marketing Treasury Banking Profit and Loss 107