VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. People Operations/HR Consultant in vcfo’s Dallas market. Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more?

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130