Steve Sanduski

AUGUST 22, 2023

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. Some of these firms are growing organically, many more are only growing at the rate of market returns.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Harness Wealth

MAY 12, 2025

Since 2010, there has been a 20% decrease in accounting graduates. 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.

Taxes 52

Taxes Compliance Accounting Numbers 52

Brown Advisory

APRIL 1, 2016

In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. The core portfolio can “stay the course” and follow its long-term strategic plan. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. You didn’t even have Uber in 2010. 00:04:02 That’s what value add software was originally. In 2008, we didn’t have Uber, right? It’s important to recognize that.

Assets 173

Assets Management Portfolio Marketing 173

Harness Wealth

MAY 12, 2025

Since 2010, there has been a 20% decrease in accounting graduates. 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.

Taxes 52

Taxes Compliance Accounting Numbers 52