CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We’ve gone through a whole practice management advisory group.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130

CFO News Room

DECEMBER 20, 2022

I started right out of college, and I remember throughout the early days of my career, I never wanted anyone to know what year I had graduated because I was like, “They’re going to do the math and figure out how young I am.” And so, it really expanded the types and numbers of firms that could potentially work. Emily: Yup.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 29, 2022

And also connecting with other advisors that are similar to me or having practices like mine, so, really connecting with these advisors, staying in touch, having study groups. And I will say I find my best practice management tools and techniques through these intimate study groups that I’m a part of.

Leverage 130

Leverage Planning Concentration Tax Planning 130