Math Practice Management Prioritization 
CFO News Room
DECEMBER 27, 2022
So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We’ve gone through a whole practice management advisory group. We need to prioritize our time.
CFO News Room
DECEMBER 20, 2022
I started right out of college, and I remember throughout the early days of my career, I never wanted anyone to know what year I had graduated because I was like, “They’re going to do the math and figure out how young I am.” And so, it really expanded the types and numbers of firms that could potentially work. Emily: Yup.
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