2006 Communication Strategic Planning 
Brown Advisory
APRIL 20, 2022
Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Confirm the role of your board of directors. Assess—or reassess—the role of your staff. For more details on the act, see below.)
Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
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Harness Wealth
MAY 12, 2025
In 2022, the number of exam participants reached its lowest point since 2006. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.
The Big Picture
FEBRUARY 7, 2023
They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage. COHAN: — right now, that allowed people to communicate with one another. COHAN: Yeah.
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