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 Related Topics 
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.
Strategic Planning Roadmap for Entrepreneurs
Brown Advisory
FEBRUARY 3, 2022
Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.
Strategic Planning Roadmap for Entrepreneurs
Brown Advisory
FEBRUARY 3, 2022
Strategic Planning Roadmap for Entrepreneurs. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Planning for business success and transactions. Wealth transfer and philanthropic planning. Thu, 02/03/2022 - 17:41.
Member Spotlight: Mark Willis, CFP®: Empowering Clients with Financial Education and Strategic Planning
NAIFA Advisor Today
JANUARY 23, 2025
Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.
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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, (..)
Weekend Reading For Financial Planners (Sept 3-4)
Nerd's Eye View
SEPTEMBER 2, 2022
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)
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.
MiB: Greg Davis, CIO Vanguard
The Big Picture
AUGUST 26, 2023
Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.
Empowering Employee Advisors Who Struggle With Business Development By Narrowing Them Into A Niche
Nerd's Eye View
OCTOBER 14, 2024
Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.
Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?
Nerd's Eye View
NOVEMBER 17, 2022
And by identifying how to break up their process into smaller, more manageable steps and keeping the potential failure of each particular step in perspective, advisors can more easily see their plan through.
Strategic Planning in Volatile Markets
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward.
Strategic Planning in Volatile Markets
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.
Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available
Nerd's Eye View
AUGUST 2, 2023
Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.
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10 Thursday AM Reads
The Big Picture
AUGUST 31, 2023
Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Thursday AM Reads appeared first on The Big Picture.
Does internal audit need a strategic plan?
Norman Marks
AUGUST 14, 2023
Noora Al-Marri makes a good argument that you need one in an article in the IIA’s magazine: Building a Better Auditor: Why Internal Audit Needs a Strategic Plan. Noora says: I believed that the risk-based plan should be the roadmap to guide internal audit functions throughout the year.
Validea’s Top 10 High Insider Ownership Stocks | January 2025
Validea
JANUARY 9, 2025
This alignment means insiders will feel the same financial impact of their decisions as other shareholders, whether positive or negative, which often leads to more thoughtful capital allocation and strategic planning. Additionally, high insider ownership can signal management’s confidence in the company’s future prospects.
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.
#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly
Nerd's Eye View
MARCH 28, 2023
We also talk about how, while working in a marketing role at an advisory practice, Erica began to track data on their individual advisors’ marketing efforts because she realized that she didn’t have the data to support her suggestions for the firm’s strategic planning and decided to start measuring how the firm was performing at each (..)
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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.
Unlocking the True Value of Your Financial Advisory Practice
Advisor Perspectives
JULY 2, 2024
Unlocking your practice's full potential involves strategic planning and a comprehensive understanding of these critical factors. Whether you’re planning an exit or aiming for growth, these insights will help you maximize your practice's value.
A Blueprint for Strategic Planning
Advisor Perspectives
JANUARY 3, 2023
In preparation for the new year, let’s look at the importance of celebrating what’s been done and learning from mistakes made.
NAIFA is a Proud Sponsor of TJ Johnson as Announced at The American College's 2022 CAAFP
NAIFA Advisor Today
AUGUST 9, 2022
NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.
What Do Financial Advisors Do?
Zoe Financial
MARCH 21, 2025
Navigating a Liquidity Event Selling a business, receiving an inheritance, or other financial windfalls require strategic planning. Coordinate estate and trust planning to preserve wealth. Incorporate equity compensation into your broader wealth plan. Provide insights on asset allocation and risk management.
Financial Planning for the Latino Community
Tobias Financial
OCTOBER 12, 2023
According to Catalina, empowering the Latino community financially requires knowledge, advocacy, and strategic planning. Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently featured in Morningstar, sharing her thoughts on the unique challenges facing Hispanic households and how to help mitigate them.
10 Friday AM Reads
The Big Picture
SEPTEMBER 1, 2023
Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. A default cycle has started, and markets are not paying attention.
10 Wednesday AM Reads
The Big Picture
SEPTEMBER 6, 2023
Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries. The post 10 Wednesday AM Reads appeared first on The Big Picture.
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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Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award
NAIFA Advisor Today
OCTOBER 21, 2022
He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.
How Can Combining COO Expertise with Transformational Coaching Revolutionize Your Business?
Leading Advisor
JANUARY 15, 2025
What if you could simultaneously tackle strategic planning, operational… The post How Can Combining COO Expertise with Transformational Coaching Revolutionize Your Business? Have you ever wondered how pairing operational expertise with transformational coaching could redefine your business success?
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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: Mercury Systems stock tanks 10% as company’s sale falls through, interim CEO named
MarketWatch
JUNE 23, 2023
The board unanimously decided to end the sale process and “instead focus on all potential opportunities to create value, including through the enhanced execution of the company’s strategic plan under refreshed leadership,” the company said. Shares of Mercury ended the regular trading day down 4.2%.
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Alexandra Carr
SEI
AUGUST 23, 2022
Strategic planning. Tue, 08/23/2022 - 08:49. Internal Account Executive. IT Professionals (ITS). IT professionals (US). Business Development. Process improvement. acarr@seic.com.
Mastering Your Finances: A Guide for New College Graduates
Carson Wealth
APRIL 19, 2024
Tips for Success While the 50/20/30 budget rule provides a helpful framework, mastering your finances requires discipline and strategic planning. However, be mindful of overspending and prioritize experiences that align with your values and long-term goals.
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Emily Knechel
SEI
AUGUST 16, 2022
Marketing Specialist, Strategic Sponsorships. 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). Sponsorship and event management. Relationship building. eknechel@seic.com.
How We Helped a Health System Evolve Its Investment Program in Alignment With Its Enterprise-Wide Strategic Plan
Advisor Perspectives
OCTOBER 7, 2023
Thomas Jefferson University (TJU) developed a strategic resource allocation framework to rationalize and simplify the complex legacy portfolio structures it had inherited through mergers and acquisitions.
Mission Possible: Charting your Course with a Family Mission Statement
Brown Advisory
NOVEMBER 1, 2023
An important complement to a family’s mission statement is the strategic plan put in place to communicate its goals and implementation steps to the family. Such a plan should address: Empowerment : How will family members be empowered to advance the family mission? What should be our financial goal for giving?
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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Nifty Crash Amid Global Factors: Is It Time for Investors to Buy the Dip?
Trade Brains
AUGUST 6, 2024
In conclusion, while the recent market dip presents a potential buying opportunity, investors should approach it with caution and a strategic plan. It is crucial to consider both the broader economic landscape and sector-specific performances before making investment decisions.
Kevin Kline
SEI
AUGUST 16, 2022
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). IT professionals (US). kkline@seic.com.
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