CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Cash Management 130

Nerd's Eye View

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several (..)

Nonprofit 98

Nonprofit Practice Management Advertising Cash Management 98

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Practice Management 98

Practice Management Budgeting Communication Securities 98

Nerd's Eye View

SEPTEMBER 11, 2023

a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Planning 98

Planning Budgeting Communication Practice Management 98

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.”. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 3, 2022

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Next, it is important for firm owners to hone their management skills (or to add effective ‘people managers’ to the team ).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 27, 2022

” So I’m wondering, how do you roll this out and communicate it to existing clients that weren’t getting the service, where you want to say now, “Hey, can we do this for you,” in a way that doesn’t undermine the relationship that was already there? John: That is correct.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130