Nerd's Eye View

FEBRUARY 17, 2025

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties.

Prioritization 72

Prioritization Benchmarking Compliance Numbers 72

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”. birthdays, anniversaries, and achievements).

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Patrick Donachie | Wealth Management). Michael Taffe | Financial Advisor IQ).

Communication 130

Communication Investments Planning Marketing 130

E78 Partners

SEPTEMBER 10, 2024

A high Patient Retention Rate often correlates with increased patient satisfaction, improved clinical outcomes, and more patient referrals, contributing to organic growth without significant additional marketing costs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 52

Nerd's Eye View

FEBRUARY 14, 2023

In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

E78 Partners

SEPTEMBER 10, 2024

A high Patient Retention Rate often correlates with increased patient satisfaction, improved clinical outcomes, and more patient referrals, contributing to organic growth without significant additional marketing costs.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 40

CFO News Room

NOVEMBER 28, 2022

By applying the ideal-target-client framework, advisors can not only better target their marketing efforts (as they can align their website and other advertising efforts with their ideal client’s needs), but they can also streamline their day-to-day work, as they will encounter fewer ‘new’ issues as their client base grows. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130