Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 98

Strategic Planning Construction Practice Management Communication 98

Nerd's Eye View

MARCH 24, 2025

In this article, Senior Financial Planning Nerd Sydney Squires discusses how to construct an associate advisor onboarding plan that guides an associate advisor through their first year, establishes clear checkpoints for progress, yet still allows enough flexibility to grow with the new advisor!

Planning 52

Planning Communication Benchmarking Construction 52

Nerd's Eye View

MAY 3, 2024

Read More.

Healthcare 98

Healthcare Construction Practice Management Leverage 98

CFO Share

MAY 6, 2024

Shopify) Construction requires job costing Retail requires inventory management Clinicians require HIPPA compliance Professional service providers require integrated practice management systems More features mean a more expensive, complex, and boutique system. Others do not.

Practice Management 52

Practice Management Manufacturing Accounting Construction 52

Nerd's Eye View

MARCH 25, 2024

In this article, Kitces Managing Editor Sydney Squires shares how the fully virtual Kitces team constructs its biannual team retreats – and how other leaders of virtual teams can also plan and execute a retreat of their own.

Construction 98

Construction Planning 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.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

Nerd's Eye View

JUNE 24, 2024

If our industry is likened to sports, we can consider firms like teams and advisors as players; in this way, it becomes clear that promoting the industry (sport) as a whole positively and in a constructive manner benefits not just the firm (team), but the individual advisors (players) as well!

Prioritization 76

Prioritization Construction Planning Marketing 76