Nerd's Eye View

DECEMBER 16, 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.

Practice Management 98

Practice Management Education Leverage Planning 98

Nerd's Eye View

MAY 19, 2023

And despite some industry observers’ concerns that AI tools could eventually replace human advisors, a strong majority of those surveyed said they do not expect AI to replace advice from humans.

Practice Management 98

Practice Management Leverage Numbers 98

Nerd's Eye View

MARCH 8, 2024

Read More.

Practice Management 98

Practice Management Risk Management Communication Leverage 98

Nerd's Eye View

JULY 8, 2022

From there, we have several articles on practice management: How setting Objectives and Key Results (OKRs) can help ensure all employees are working toward common firm goals. How advisors can leverage the Entrepreneurial Operating System (EOS) to systematically manage and grow their firms.

Practice Management 81

Practice Management Leadership Leverage Planning 81

Nerd's Eye View

JANUARY 24, 2023

We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)

Practice Management 98

Practice Management Planning Communication Leverage 98

VCFO

JANUARY 11, 2024

Cash & Capital Structure Authored by Ashford Chancelor , Practice Manager & Consulting CFO – vcfo Dallas Reflecting confidence and forming ambitious goals for growth are great, so long as you also recognize that downturns are inevitable and be prepared for them. In this blog, we highlight the essential elements.

Valuation 84

Valuation CFO Startups Leverage 84

Nerd's Eye View

SEPTEMBER 18, 2023

Data from the 2022 Kitces Research Study on “How Financial Planners Actually Do Financial Planning” provide some answers about what advisors can expect when going beyond a solo practice, shedding light on the impact that hiring has on advisor capacity.

Prioritization 98

Prioritization Leverage Planning Practice Management 98

PYMNTS

DECEMBER 24, 2020

Dental practices must also ensure that their AR systems are modern enough to quickly process the accompanying digital remittances data or they could be unable to fully realize the advantages of these electronic transfers. It stated that this held many practices back from automating the process.

B2B 102

B2B Healthcare Practice Management Planning 102

Nerd's Eye View

APRIL 22, 2024

The key point is that regardless of whether advisors use the independent or affiliate model, achieving success as an advisor involves finding the best use of the advisor's resources to leverage support for the functions that they can't perform (or don't want to manage) on their own.

Compliance 98

Compliance Leverage Practice Management Numbers 98

Nerd's Eye View

SEPTEMBER 23, 2024

taking vacations) and organized his workday to leverage the times of day when he has the most energy. For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g.,

Prioritization 98

Prioritization Auditing Planning Leverage 98

PYMNTS

MAY 25, 2018

The group recently launched its Trusted Exchange Accreditation Program to “leverage existing industry-wide identity verification, authentication and privacy/security frameworks and best practices in use across the ecosystem,” according to a press release.

Healthcare 66

Healthcare Technology Practice Management Forecasting 66

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

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. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI. Pat Cleary | Alpha Architect).

Communication 130

Communication Investments Planning Marketing 130

E78 Partners

SEPTEMBER 10, 2024

Additionally, using robust practice management software that flags potential issues before submission can prevent denials, ensuring a smoother and more predictable revenue cycle. Actionable Insights: To enhance CCAR, DSOs should invest in staff training focused on coding accuracy and claim submission processes.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 52

Nerd's Eye View

FEBRUARY 14, 2023

In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

CFO News Room

NOVEMBER 28, 2022

Advisors can also help ensure that their clients’ estate plans are tax efficient, managing the estate and gift tax exemptions (both Federal and state!), leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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.

Planning 130

Planning Education Investments Benchmarking 130

E78 Partners

SEPTEMBER 10, 2024

Additionally, using robust practice management software that flags potential issues before submission can prevent denials, ensuring a smoother and more predictable revenue cycle. Actionable Insights: To enhance CCAR, DSOs should invest in staff training focused on coding accuracy and claim submission processes.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 40

Nerd's Eye View

OCTOBER 31, 2022

In fact, creating a client service model that leverages automated processes so that the advisor’s time and energy are focused on high-value tasks not only frees up significant amounts of time for the advisor, but also ensures that clients receive the planning services that match all of their unique needs!

Planning 52

Planning Leverage Numbers Practice Management 52

PYMNTS

NOVEMBER 1, 2019

Launched about a year after Healthcare.gov’s initial debacle, USDS has been tasked with bringing the federal government’s technology up to speed by leveraging the skills of technology specialists. Data at the Point of Care provides that data, and in a way that is integrated with its practice management desktop software.

Healthcare 42

Healthcare Startups Technology Practice Management 42

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. We’ve gone through a whole practice management advisory group.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. Michael: So, I guess I’m still wondering just how you’re creating these conversations and opportunities in practice. And so, it really expanded the types and numbers of firms that could potentially work. Michael: Interesting.

Education 130

Education Planning Numbers 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.”. Leveraging their skills independently.

Practice Management 130

Practice Management Planning Leadership Communication 130

Nerd's Eye View

NOVEMBER 1, 2024

Read More.

Tax Planning 75

Tax Planning Practice Management Leverage Planning 75

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. blocking time for a study group meeting).

Planning 130

Planning Leadership Accounting Healthcare 130