Nerd's Eye View

JULY 28, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that RIAs appear to be building more comprehensive and more integrated tech stacks, and are benefiting from greater operational efficiencies, according to the latest Schwab RIA Benchmarking Study, with larger firms (..)

Benchmarking 95

Benchmarking Practice Management Securities Numbers 95

Nerd's Eye View

JULY 31, 2023

And while conceptually it makes sense that the firm will be ready to hire its first employee at some point, in practice, there often isn't a lot of clarity about the right time to actually make an initial hire. There are 2 points in a firm's growth journey that can help solo advisors decide when to make their first hire. Read More.

Benchmarking 94

Benchmarking Planning Numbers Practice Management 94

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Benchmarking 84

Benchmarking Communication Practice Management Securities 84

E78 Partners

SEPTEMBER 10, 2024

Revenue per Procedure: Dissecting the Price-Volume Mix for Strategic Financial Planning Strategic Relevance: Revenue per Procedure (RPP) measures the average net revenue generated from each procedure performed. Focusing on these KPIs fosters long-term growth through patient loyalty, strategic financial planning, and price-volume mix analysis.

Financial Planning and Analysis (FP&A) 52

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

E78 Partners

SEPTEMBER 10, 2024

Revenue per Procedure: Dissecting the Price-Volume Mix for Strategic Financial Planning Strategic Relevance: Revenue per Procedure (RPP) measures the average net revenue generated from each procedure performed. Focusing on these KPIs fosters long-term growth through patient loyalty, strategic financial planning, and price-volume mix analysis.

Financial Planning and Analysis (FP&A) 40

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

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Adam is an Associate Financial Planning Nerd at Kitces.com. Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130