Strategic Planning for 2023: Think ‘What’ Not ‘Why’
Wealth Management
OCTOBER 11, 2022
The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”
Strategic Planning for RIAs: Setting a Foundation for Growth and Success
Wealth Management
FEBRUARY 6, 2025
A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.
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Strategic Planning for RIAs: Setting a Foundation for Growth and Success
Wealth Management
FEBRUARY 6, 2025
A well-defined strategic plan can expose gaps and reveal the best path toward addressing an RIA's unique goals.
Strategic Philanthropy Can Do More Than Navigate a Shifting Tax Landscape
Wealth Management
MARCH 10, 2025
Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans financial stewardship.
QSBS Valuation for Enhanced Estate And Tax Benefits
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
Mastering Succession: Insights from Berkshire Hathaway's Playbook
Wealth Management
APRIL 22, 2024
Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.
MiB: Greg Davis, CIO Vanguard
The Big Picture
AUGUST 26, 2023
He is responsible for the oversight of approximately $7 trillion managed by Vanguard fixed income, equity index, and quantitative equity groups. He has more than 25 years of investment management experience. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans.
Weekend Reading For Financial Planners (September 2-3)
Nerd's Eye View
SEPTEMBER 1, 2023
Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)
Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche
Nerd's Eye View
OCTOBER 14, 2024
Regardless of the reason, the responsibility of acquiring new clients frequently falls on firm owners, limiting scalability and complicating succession planning. For RIAs aiming for internal succession, the challenge intensifies, as the next generation often lacks the deep, trust-based relationships that founding advisors have cultivated.
Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?
Nerd's Eye View
NOVEMBER 17, 2022
As while it is easy to get caught up in the (sometimes unfounded) fears that even just one misstep can have catastrophic consequences, keeping a realistic perspective on the impact of failed attempts also becomes more manageable when aiming for smaller subgoals that are part of a larger process.
10 Thursday AM Reads
The Big Picture
AUGUST 31, 2023
Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. The post 10 Thursday AM Reads appeared first on The Big Picture.
Validea’s Top 10 High Insider Ownership Stocks | January 2025
Validea
JANUARY 9, 2025
Insider ownership, particularly among executives and directors, is a crucial indicator for investors as it creates a direct alignment between management and shareholder interests. Additionally, high insider ownership can signal management’s confidence in the company’s future prospects.
The Family Mission Statement and Strategic Plan
Brown Advisory
APRIL 19, 2022
The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.
NAIFA's Mayeux Offers His Expertise on 'The Financially Astute Association'
NAIFA Advisor Today
JULY 28, 2022
NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.
Creating more growth and fewer distractions
Million Dollar Round Table (MDRT)
AUGUST 30, 2022
By Matt Pais, MDRT Content Specialist With seven advisors and six support staff in the office, Carrie Rae Mullins recognizes how essential it is to get some space – away from client meetings, operations questions and more – for strategic planning. Read more about MDRT members who leave the office to do their strategic planning.
What Do Financial Advisors Do?
Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth.
Donor-Advised Funds Explained: Tax-Smart Giving for High-Income Professionals
Harness Wealth
APRIL 17, 2025
These sponsors manage the complex mechanics that make DAFs work seamlessly for you. DAFs can serve as sophisticated tax management tools. When managed strategically, investments within your donor-advised fund can potentially multiply your charitable impact by two or three times.
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5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237
Financial Symmetry
APRIL 9, 2025
Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.
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10 Friday AM Reads
The Big Picture
SEPTEMBER 1, 2023
FT Alphaville ) see also Allan Roth: Lessons From 2 Jim Cramer ETFs : Did Tuttle Capital Management close the wrong fund? ETF.com ) • The Harrowing Story of a Top Manager’s Biggest Investing Mistake : Oakmark’s David Herro waited years for Credit Suisse to deliver. It never did.
Why More Asset Managers Are Outsourcing or Co-sourcing Trading
Advisor Perspectives
JANUARY 16, 2025
Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.
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Mastering Your Finances: A Guide for New College Graduates
Carson Wealth
APRIL 19, 2024
This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own. As you transition into the “real” world, one of the most crucial skills you can develop is managing your finances effectively. Having a budget will help you stay within your means.
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The Cognitive and Social Benefits of Board Games in Retirement
Integrity Financial Planning
SEPTEMBER 8, 2023
1] Game #3 – Monopoly Monopoly, a classic board game, encourages strategic planning, negotiation, and financial management. It tests players’ decision-making skills, as they must manage resources, plan ahead, and negotiate with their opponents.
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[cdata[ Legal and Financial Management: A Look at Two Leading Platforms ]]
oXYGen Financial
MARCH 1, 2024
These platforms offer tailored advice, comprehensive case management, and strategic planning tools that have revolutionized how individuals and businesses manage their legal and financial affairs. This article illuminates how legal. ]]
Emily Knechel
SEI
AUGUST 16, 2022
Marketing Specialist, Strategic Sponsorships. Sponsorship and event management. Strategic planning. Emily Knechel is a Marketing Specialist concentrating on strategic sponsorships for SEI Sphere. Emily Knechel SEI Sphere. IT Professionals (ITS). IT professionals (US). Relationship building. eknechel@seic.com.
Kevin Kline
SEI
AUGUST 16, 2022
Relationship management. Strategic planning. Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. Director of Sales. Kevin Kline SEI Sphere. IT Professionals (ITS).
Mission Possible: Charting your Course with a Family Mission Statement
Brown Advisory
NOVEMBER 1, 2023
Of course, the hidden truth in these movies is that the team surrounding Ethan Hunt is just as important as he is, managing all the risk and coordinating all the details, so that the impossible mission becomes…possible. How should ownership and management be handled in the future? How should we fund things like education?
Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
Steve Sanduski
FEBRUARY 6, 2023
But folks with more modest wealth can still benefit from Pam’s expertise in those unexpected moments when life and money intersect, such as managing a significant inheritance. Retirement planning is not really as much of a focus for my clients. There’s more differentiation between top-tier managers and median managers.
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Separating Good RIA Firms From Great Ones: 5 Key Principles and Actionable Insights for Growth with Schwab’s Lisa Salvi
Steve Sanduski
AUGUST 27, 2024
Guest: Lisa Salvi , Managing Director, Advisor Services at Charles Schwab. Lisa Salvi and her team have developed just such a blueprint for what the most successful firms at Charles Schwab are doing to manage and grow their businesses. Lisa Salvi and I discuss: Intentionally creating and managing your brand.
Founders and Builders: What I Wish I Knew
Brown Advisory
FEBRUARY 23, 2022
Topics will included: • How to structure the earn out. • Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them?
Founders and Builders: What I Wish I Knew
Brown Advisory
FEBRUARY 23, 2022
Speakers: Michael Aldrich, Global Head of Operational Security; Rebecca Sugarman, Chief Human Resources Officer; Craig Standish, Head of Boston Office Moderator: Victor Abiamiri, Portfolio Manager. . Planning for Your Liquidity Event and Beyond. Moderator: Brad Dunn, Portfolio Manager; Meredith Shuey Etherington, Portfolio Manager.
What Do Financial Advisors Do?
Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. A financial advisor provides personalized guidance to help manage and grow your wealth.
Tax Savings Tips for Startups
Harness Wealth
APRIL 16, 2025
million in total purchases, enables strategic planning of major technology investments. Meanwhile, purchased software for business use follows a 3-year depreciation schedule, creating predictable tax benefits that can be planned for in advance. This generous limit, with phase-out beginning at $3.05
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All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
Modern digital receipt-tracking applications have made this process more manageable, enabling busy business owners to maintain compliant records without incurring excessive administrative burdens. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.
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Transcript: Tim Buckley, Vanguard’s CEO
The Big Picture
FEBRUARY 21, 2023
And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. Like, we were managing money for people for a basis point and a half, and then they’re going ahead and charging 70 basis points. Now, how do we think about active managers? What is their active edge?
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How Financial Advisors Can Scale Business Without Burnout
Indigo Marketing Agency
AUGUST 13, 2024
There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning.
Sammy Azzouz on Driving Organic Growth and Mastering a Tricky CEO Transition
Steve Sanduski
AUGUST 2, 2023
The proactive succession plan that Heritage Founder and Chairman Chuck Bean developed with Sammy and the management team. The differences between wealth management and financial planning. Crafting a strategic plan that balances clear business goals with an inspiring vision of the future.
Strategic Advisory Letter | Mid-Year Planning Tools for 2015
Brown Advisory
JULY 30, 2015
It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. We recommend managing your planning efforts as a year-round process rather than an annual exercise in December.
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Accounting Advisory Services: A Comprehensive Guide for CPAs
Harness Wealth
OCTOBER 23, 2023
We’ll also introduce you to Harness Tax’s accounting practice management platform, and how it, too, can be the catalyst for your accounting firm’s growth. Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing.
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Client Accounting Services: A Guide for CPAs
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.
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12 Best Paying Jobs in Finance in 2023
Good Financial Cents
DECEMBER 14, 2022
After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Manager.
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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape
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.
Small Business Owners: Life, Liberty, and the Pursuit of Financial Independence
James Hendries
JULY 1, 2023
You will need to take an inventory of your current assets and expenses and develop a strategic plan to optimize these factors and help your company reach its potential. Assistance from a financial professional can assist you in your wealth management efforts and overall financial goals.
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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor
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. Clear, proactive communication among your professional staff, auditor and advisor will go a long way to help make the process manageable, efficient and effective.
Strategizing Success: The CFP® Blueprint for Indians
International College of Financial Planning
MARCH 9, 2024
Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.
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