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Dropping A B/D License Without Dropping Current B/D Platform

CFO News Room

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. But it can’t be a regular brokerage account, because you’re not securities licensed on that side. Stacey: Right. Stacey: Right. Is it lower?

Planning 130
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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.

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2:00PM Water Cooler 12/16/2022 | naked capitalism

CFO News Room

On a number of concessions McCarthy has made or is considering making to his conservative critics, he risks touching off a revolt from other ideological camps — especially moderate and Biden-district Republicans. If this fails, it can only be because you did not increase the number of infections enough! — The deck: “Allegedly.

Math 130
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Outsourcing Lead Generation To Accelerate Growth

CFO News Room

Number one is just the fact that we have multiple fee structures. So, that’s number one. So, obviously, those are kind of round numbers that they just input. All right, those are very good numbers. Now, that number is really hard to quantify for a couple of reasons. If I had to guess, those are rough numbers.

Planning 130
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Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

So, that’s the number one thing that I learned because when I really just lived full time in that box, I wasn’t understanding how much other life was happening around me. I felt like I would just be a number. He got a lot of phone numbers. My numbers were terrible. He said, “Hey, your numbers suck.

Planning 130
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

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 so, that can move the numbers, as well.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. So, compliance requires us to keep our financial-planning practice and our estate-planning practice separate. Anh: Right.

Leverage 130