Accounting Communication Practice Management Prioritization 
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.”.
CFO News Room
DECEMBER 27, 2022
It’s not uncommon for us to see million-dollar accounts these days. So we’ve built in what we want, the communication, and depending on the advisor. We’ve gone through a whole practice management advisory group. John: Yeah. I’ve broken it down into what I call an executive team.
CFO News Room
DECEMBER 20, 2022
” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” And so, over time, I just learned these different types of accounts and plans. Michael: Oh, interesting.
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