CFO News Room

NOVEMBER 21, 2022

How confident are they that no year-end-tax-planning opportunities were missed across their entire client base? scheduling out tasks related to tax, insurance, estate, and foundational planning issues at different times of the year) across all of the firm’s clients can reduce errors and increase efficiency.

Planning 130

Planning Concentration Communication Tax Planning 130

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. ” Matthew: It’s very risk management based. And it was just an unmanageably large number of clients. He did an immense number of sales, and had cultivated a huge number of relationships.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

Michael: Is there a structure for the subsequent meetings in the year or just whatever comes up based on the financial plan meeting we did at the beginning of the year? Cean: No, we usually want to make sure that we’re hitting on risk management, so we look at insurances. And then we look at estate planning.

Restructuring 130

Restructuring Planning Accounting Marketing 130

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. SEIDES: I know back then, the premier job in asset management was to run Fidelity Magellan. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. Less, 20, 30%?

Benchmarking 52

Benchmarking Investments Marketing Treasury 52