Nerd's Eye View

AUGUST 23, 2024

financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g.,

Prioritization 98

Prioritization Practice Management Budgeting Investments 98

CFO News Room

DECEMBER 20, 2022

” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you? Michael: Interesting.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

John: I probably will end up, this is a part of my practice management, if you would, working with my coaches internally without our broker dealer, if you would, is obviously we have to go through a segmentation period, figure out which one, where is that delivery initially? We need to prioritize our time.

Mergers and Acquisitions (M&A) 130

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

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.”. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. How advisors can help their clients turn their HSAs into wealth-building machines. While SECURE 2.0

Planning 130

Planning Leadership Accounting Healthcare 130