Weekend Reading For Financial Planners (December 16-17)
Nerd's Eye View
DECEMBER 15, 2023
Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,
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Sink, Survive, or Succeed – Adapting Your Business in a Turbulent Time
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. What a time to be alive and in business. Adaptation and Avoiding the Bite of Inaction.
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How Advisors Can Create An Annual Financial Planning Process
CFO News Room
NOVEMBER 21, 2022
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.
101 Ways Financial Advisors Can Add Value For Their Clients
CFO News Room
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.
Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being
Nerd's Eye View
FEBRUARY 20, 2023
These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months. Ultimately, the key point is that just as no single planning strategy is applicable for every client, no single practice management technique is appropriate for every financial planning firm.
Leveraging Structured Notes To Differentiate A Solo Practice
CFO News Room
NOVEMBER 29, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
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