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.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

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. cash management programs ). How advisors can help their clients turn their HSAs into wealth-building machines. While SECURE 2.0

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

It’s not uncommon for us to see million-dollar accounts these days. We just haven’t really had the opportunity to invest in this relationship with you, and we recognize that maybe we missed that a little with growing so quickly to 1,800 clients. We’ve gone through a whole practice management advisory group.

Mergers and Acquisitions (M&A) 130

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