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

DECEMBER 30, 2022

For instance, a 2022 Vanguard study found that consumers have different preferences for the planning services they want to be completed by a human and those to be done by a digital solution. The firms’ self-categorization was also reflected in the value they receive from using different types of advisor technology.

Auditing 130

Auditing Planning Investments Securities 130

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.

Education 130

Education Planning Numbers Securities 130

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?

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

OCTOBER 3, 2023

You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. She worked on some of the most, you know, known crisis communication issues. Barry Ritholtz ] 01:52:18 Not even prioritize.

Marketing 108

Marketing Treasury Banking Profit and Loss 108