Spreadym

NOVEMBER 3, 2023

Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income. This may involve taking advantage of tax-advantaged accounts and deductions. This metric helps assess the effectiveness of marketing and sales efforts.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

CFO News Room

DECEMBER 26, 2022

navigate a volatile market environment (in both stocks and bonds – oof!) Sales & Marketing. This year has been challenging for many financial advisors as they help their clients (and their own firms!) and inflation levels not seen in several decades. Regulatory.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 22, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I think the industry likes to tell a story that one of the big drivers from insurance and brokerage firms to RIAs is essentially the economics of it. Check out our FAS resource page ! That’s it.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

AUGUST 15, 2023

I didn’t know a whole lot about markets or stocks. ” But I really had an interest in trying to work directly in markets. So I worked at a private equity firm, that middle market private equity firm Yale had money with. SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. Did things change significantly since we updated the plan?

Restructuring 130

Restructuring Planning Accounting Marketing 130