Concentration, Manufacturing, Numbers and Tax Planning

How Advisors Can Create An Annual Financial Planning Process

CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? Increasing Efficiency And Output Using An Assembly Line Manufacturing Approach To Financial Planning. Or whether all Roth and backdoor Roth contributions were made by eligible clients? software changes).

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Planning Concentration Communication Tax Planning

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

NOVEMBER 22, 2022

” I think your number at the time was somewhere like 15 great fit clients to take on every year. But that means if you’re in a company that, at the end of the day, manufactures product, the people in those groups tend to be people that move a lot of the product because that’s the business of the company.

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How Advisors Can Create An Annual Financial Planning Process

Using Detailed Meeting Checklists to Drive Referral Growth

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