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Weekend Reading For Financial Planners (December 16-17)

Nerd's Eye View

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

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.

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Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being

Nerd's Eye View

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. The firm has also implemented a limited client service calendar, supporting clients on key issues when they occur during the year (e.g.,

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How Advisors Can Create An Annual Financial Planning Process

CFO News Room

As such, client meeting seasons are held in both the spring (March through May) and the fall (September through November), with most meetings currently concentrated in April and October. Our process is thoughtfully planned around tax deadlines and includes meetings with our clients twice per year. software changes). When Clients Can’t Meet.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

Or how do we work around a concentrated stock position, right? A lot of them come in with concentrated stock positions, right, of a company stock or a stock they’ve inherited or they’ve had a major liquidity event. And if they have concentrated stock positions, we’re doing covered-call strategies for them too.

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