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She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practicemanagement support. She currently runs a weekly YouTube series called “PracticeManagement with Penny.”. Support The Development Of New Associate Advisors.
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Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Management Tip of the Day. Quick, practicalmanagement advice to help you do your job better. It’s just a paragraph.
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” Anh: So, interestingly enough, I actually do also work with LPL’s CFO team, so, they offer a business solution to their advisors where you can bring on a CFO. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.
In 2023, the annual Kitces Premier Membership fee will be adjusted from $149/year to $169/year to account for rising CE costs. In the coming year, we’re also looking to experiment with some new formats for our third-Friday-of-the-month Office Hours sessions.
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