Education Math Practice Management 
CFO News Room
DECEMBER 20, 2022
So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.
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. Melanie Waddell | ThinkAdvisor).
CFO News Room
DECEMBER 27, 2022
Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. ” But I know just the math of that is hard. Let’s have John come in.”
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