Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Harness Wealth

NOVEMBER 27, 2023

Client Accounting Services are a comprehensive set of offerings provided by accounting firms to assist both individual and business clients in both compliance matters and day-to-day financial management. For example, a startup founder who has recently expanded their business may find it challenging to manage growing payroll needs.

Accounting 59

Accounting Clients Compliance Taxes 59

Brown Advisory

APRIL 20, 2022

1 For NFPs of all kinds, collaborating effectively with your investment advisor is a critical component to managing this complexity when preparing for your annual audit. Since these two committees may not interact frequently throughout the fiscal year, it is essential that your investment advisor can communicate effectively with both.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

SEI

SEPTEMBER 6, 2022

While this may have been tolerable for managing cybersecurity threats then, today’s hybrid workforce and the need to remotely and securely access critical business data changes the approach companies must take to protect their organizations.

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52

Clever Girl Finance

SEPTEMBER 7, 2023

It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. A family budget is a tool that makes managing money for an entire household easier. And when you have a family, creating a family budget becomes even more important.

Budgeting 97

Budgeting Transportation Medical Insurance 97

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. We strengthen management, we build new business plans. We call them value creation plans in our world. This business is just starting. Some of them leave.

Banking 147

Banking Investing Investments Assets 147

The Big Picture

MAY 7, 2024

And she has really managed to accomplish tremendous things, not just at Microsoft, where she ran MSNs advertising and marketing, not just at Yahoo or Pinterest, but even a small startup like Honey, which she was president and sold pretty quickly to PayPal for $4 billion. And I manage my money both ways. I did that for two years.

Startup 147

Startup Advertising Engineering Numbers 147

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. These exercises invite a long-term perspective, open communication and the active engagement of all family members. .

Planning 52

Planning Taxes Clients Strategic Planning 52

WiserAdvisor

MARCH 28, 2024

Additionally, you can consider consulting with a financial advisor or credit counselor to explore debt management strategies tailored to your unique situation. One effective strategy for managing financial support for adult children is to establish clear boundaries and expectations regarding their financial responsibilities.

Retirement 45

Retirement Financial Advisor Medical Healthcare 45

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Managements need to make it easy to hear about the problems and misbehavior.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Managements need to make it easy to hear about the problems and misbehavior.

Insurance 52

Insurance Investments Investing Management 52

Trade Brains

AUGUST 25, 2024

Mining stocks generally reflect the metal prices, while mutual funds are managed by professionals, reducing individual research needs. When deciding how much to invest in cryptocurrencies, it’s important to approach it with caution and strategic planning. Always verify the authenticity of such communications.

Risk Tolerance 59

Risk Tolerance Accounting Assets Investing 59

Midstream Marketing

AUGUST 13, 2024

Learn about branding, managing your reputation, and keeping track of your marketing success with key performance indicators (KPIs) for continued improvement. Introduction In financial services, finding the right clients requires a smart marketing plan. They help people with financial planning, investing, and managing their wealth.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Additionally, such gifts may be an effective risk management strategy for those who may otherwise choose to be uninsured. The illustration below demonstrates the potential benefit of actively managing a GRAT.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? How should business owners prepare for the transition of ownership and management to younger generations? pass on core principles?

Planning 52

Planning Strategic Planning Taxes Clients 52

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Still relying on manual processes for client communication, research, or scheduling? LeadGenius: Combines AI with human intelligence to identify and communicate with targeted sales leads.

Financial Advisor 52

Financial Advisor Compliance Communication Wealth Management 52

The Big Picture

FEBRUARY 7, 2023

RITHOLTZ: Talk about old school, classic partnership, managing risk, very different headspace. RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. It was easier to do that arbitrage and if you had people in place who understood the risks and managing the risk. RITHOLTZ: Yeah.

Engineering 259

Engineering Banking Numbers Management 259