Indigo Marketing Agency

AUGUST 13, 2024

Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. 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.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. If the s and p moves by 10 basis points, it doesn’t communicate to you how the s and p affects other things. And so we began staffing up in those areas.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

FEBRUARY 7, 2023

COHAN: — right now, that allowed people to communicate with one another. You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. He was taking fees for licensing his name. COHAN: Did a ton of deals.

Engineering 259

Engineering Banking Numbers Management 259