Nerd's Eye View

MARCH 8, 2024

Also in industry news this week: A recent survey has found that a majority of prospective financial planning clients across all age brackets are open to working with a remote advisor, creating opportunities for advisors to grow their businesses and for clients to find the ‘best’ advisor for their needs, regardless of their location A federal (..)

Practice Management 73

Practice Management Risk Management Communication Leverage 73

Future CFO

APRIL 1, 2024

Each day, I engage closely with financial and risk management leaders, including CFOs from various sectors. My job involves working with them to drive change in key areas of their businesses, such as business collaboration, finance and risk operations.

Finance 52

Finance Risk Management Practice Management Budgeting 52

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Prioritization 74

Prioritization Risk Management Communication Finance 74

CFO News Room

NOVEMBER 21, 2022

In addition to tax documents, we also use RightCapital task templates to remind clients to send updated estate documents (if we don’t already have them) and a copy of their most recent insurance policy declaration pages, along with any other supporting documents that we might need to update the legacy and risk management parts of their plans.

Planning 130

Planning Concentration Communication Tax Planning 130