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 17, 2022

tax planning or deeper retirement planning ) can be a way to increase client satisfaction and encourage them to be vocal advocates for the firm. And while Buffett was naturally gifted in math, he was initially scared of public speaking. But many firms will find that their client referral rates are flat.

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

FEBRUARY 2, 2022

Once you’re in the door there, they do a really good job, in my opinion, of combining the personal element of what we do with their technology so that it’s not just an algorithm that’s matching some prospect to some advisor because of certain keywords. So, it’s a really good combination of human and technology.

Planning 130

Planning Math Numbers Investments 130

CFO News Room

DECEMBER 20, 2022

And one of the flyers that came out said that I did estate planning, and tax planning, and business succession planning, and all these things I didn’t know anything about. And so, ultimately, I… Michael: Not actually that deep on your business succession planning experience as a 20-year-old.

Education 130

Education Planning Numbers Securities 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You’ve gotta go hire people in the technology space. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Marketing 106

Marketing Treasury Banking Profit and Loss 106