PKF O'Connor Davies’ Post

Join us at the LeadingAge New York Financial Professionals Conference on September 11th at The Saratoga Hilton in Saratoga Springs, NY. Our Partners, Dorothea Russo, CPA and Christopher J. McCarthy will be speaking in the session, “Wrapping It All Up: Key Tips, Tricks and Takeaways,” sharing actionable insights to help you navigate financial challenges and avoid common pitfalls. Don’t miss this opportunity to equip yourself with strategies for successful financial management! #PKFOD #KnowGreaterValue #FinancialProfessionals #HealthcareFinance

Join us at the LeadingAge New York Financial Professionals Conference on September 11th at The Saratoga Hilton in Saratoga Springs, NY. Our Partners, Dorothea Russo, CPA and Christopher J. McCarthy will be speaking in the session, “Wrapping It All Up: Key Tips, Tricks and Takeaways,” sharing actionable insights to help you navigate financial challenges and avoid common pitfalls. Don’t miss this opportunity to equip yourself with strategies for successful financial management! #PKFOD #KnowGreaterValue #FinancialProfessionals #HealthcareFinance

Check out my interview with fellow SixPoint Financial Partners advisor, Aaron Laranetto -- as we discuss the importance of building and fostering relationships in the financial planning industry. 🤝 Link to full episode in the comments 👇

As September speeds by, the fourth quarter offers CFOs a crucial chance to evaluate their organization’s financial health and lay the groundwork for future success. Our experts provide actionable insights, from analyzing financial data to spotting risks and opportunities, to help CFOs master the complexities of Q4 and set their organization up for long-term success. Discover how Abundi Business Solutions can support you every step of the way. https://lnkd.in/gg675Pfv #AbundiBusiness #CFOAdvisory #FinancialStrategy #BusinessGrowth #RiskManagement #StrategicPlanning

As September speeds by, the fourth quarter offers CFOs a crucial chance to evaluate their organization’s financial health and lay the groundwork for future success. Our experts provide actionable insights, from analyzing financial data to spotting risks and opportunities, to help CFOs master the complexities of Q4 and set their organization up for long-term success. Discover how Abundi Business Solutions can support you every step of the way. https://lnkd.in/g58EYcuc #AbundiBusiness #CFOAdvisory #FinancialStrategy #BusinessGrowth #RiskManagement #StrategicPlanning

Unlock the secrets to financial success for your SMB! Dive into our latest blog post where we break down the 4 key components of financial health. Discover more in our blog post: https://lnkd.in/gcfsBGGN #FinancialHealth #SMBs #Forecasting #CFOShare #CFOShareBlog #CFOblog

We're thrilled to share that several members of our team recently attended the 2024 FPA (Financial Planning Association) Conference! This annual event brings together industry leaders, innovative thinkers, and passionate professionals, all dedicated to advancing financial literacy and client success. We’re excited to bring these insights back to our clients, enhancing our approach to financial planning and ensuring we remain at the forefront of the industry. Stay tuned for more updates as we put these new strategies into action! Here’s to growth, learning, and better financial futures! 🌟 #financialplanning #wealthmanagement

How do you build trust and deepen client relationships? Join David Gow, a seasoned financial planner from Scotland, and Matthew Jarvis, as they share key strategies in successful client meetings. Learn the universal importance of trust-building in financial planning, regardless of borders, and the power of asking profound questions to unlock deeper insights and enhance relationships. Listen here: https://zurl.co/dgoK #FinancialPlanning #TrustBuilding #ClientRelationships #FinancialAdvisors

From deepening client relationships to evolving business models, this joint research report from the Financial Planning Association (FPA) and Allianz Life provides tangible tips and strategies for financial professionals to prepare for the future. The full download is available here: https://lnkd.in/ggWUriBD #financialplanning #research

Learn how to add behavioral assessments to your financial planning practice in our upcoming demo session on May 20th. Register here. https://hubs.li/Q02w3fBP0