Benchmarking Planning Practice Management 
Nerd's Eye View
MARCH 24, 2025
For smaller firms – especially those with little to no experience onboarding new advisors – creating a well-paced financial plan can feel daunting. However, a structured and flexible onboarding plan not only helps an associate advisor ramp up efficiently but also ensures a smooth transition into an autonomous and fulfilling role!
Nerd's Eye View
FEBRUARY 17, 2025
Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement. For example, they might discover they are spending significantly more time on administrative tasks than expected, suggesting a need for support staff or automation.
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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 (..)
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.
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 (..)
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.”. performance reports).
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.
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