CFO News Room

NOVEMBER 29, 2022

And so, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience. So, we currently have our process, our systems, and our technology stack that we use but we can always be better. Anh: Yes, basically, that’s his main role. Anh: It was definitely the user interface.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 27, 2022

The best technology I had at that point was my mobile printing machine. 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. It was, “Well, I don’t have time to do that.”

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

And so, I started thinking about if I worked for a firm that was really primarily focused on financial planning, I would have resources, support, technology, and I’d really be able to focus on the planning. So, do I have administrative support, and are there processes, and systems, and technologies that are going to support me as well?

Education 130

Education Planning Numbers Securities 130

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.

Planning 130

Planning Education Investments Benchmarking 130