The CFO College
APRIL 8, 2021
Major soft skills involve time management, effective communication, writing, reliability and responsiveness towards clients, organization, project management, and your ability to own and address your problems and mistakes. Lower taxes -- Lowering taxes seems like an obvious value, but it’s beneficial only when done correctly.
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.
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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.
CFO News Room
NOVEMBER 15, 2022
And that is a very simple, it’s easy to communicate, and it’s very clear. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. Like, when we have the visits of the division, they have the software that handles the signups, they communicate with the division about those. Team Kitces.
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. And then we got the transition done, and then were able to get right back into financial planning mode where we’re doing the systematic reviews and getting everyone on board and used to the new systems. All of the tax planning, and all of the behind-the-scenes work.
CFO News Room
NOVEMBER 8, 2022
You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.
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