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How Advisors Can Create An Annual Financial Planning Process

CFO News Room

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively. can be added to their agendas for the meetings.

Planning 130
Planning Concentration Communication Tax Planning 130
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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

A friend of a friend asked me to go to this manufacturing plant in Orange County, California, and there must’ve been 400, 500 people in this manufacturing plant that were all getting laid off. Michael: Because his view was, “Manufacturing plant workers aren’t going to have enough money opportunity for you?”

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130
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