Debt Management Estate Planning Strategic Planning 
Brown Advisory
MAY 4, 2020
We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets.
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . We did a close review of the college’s strategic plan and its capital campaign plan, to better understand goals and associated costs, and to assess the likelihood of the college achieving its fundraising targets. client: SMALL PRIVATE REGIONAL COLLEGE.
WiserAdvisor
APRIL 4, 2025
AI offers automation, and this automated financial planning helps firms eliminate manual tasks like drafting emails and organizing client meet-ups. This ultimately allows financial advisors and wealth managers to focus more on the clients needs with strategic planning and personalized wealth management.
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