Communication Numbers Prioritization Tax Planning 
CFO News Room
DECEMBER 26, 2022
As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Many advisors are accustomed to using verbal communication with clients (e.g.,
CFO News Room
DECEMBER 30, 2022
We also have a number of articles on investments: Fixed-income ETFs saw inflows this year, while their mutual fund counterparts experienced significant outflows, suggesting that the dominance of bond mutual funds could be eroding. Another core part of an advisor’s tech stack is its custodial provider.
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CFO News Room
DECEMBER 20, 2022
And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.
CFO News Room
NOVEMBER 8, 2022
Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?
Barry Ritholtz
OCTOBER 3, 2023
If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. She left there, she became a crisis communications expert. It just tells you.
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