CFO News Room
JANUARY 27, 2023
Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)
Future CFO
APRIL 1, 2024
I also allocate some time to practice management, focusing on upskilling and developing new skillsets, or tweaking our risk management approach where appropriate. CFOs are typically part of many boardroom conversations in the firm and have a clear view on the inner workings of the company’s cash flow, assets, and expenditures.
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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 12, 2022
Kitces Courses , at $397 each (or $297 for Members), are a great way to use unused Education budget before the end of the year! Which is part of our longer-term effort with Kitces Courses to build programs that help financial advicers actually learn how to be advicers and engage with and deliver meaningful financial advice to clients.
CFO News Room
NOVEMBER 28, 2022
Cash Flow Management. When consumers think about cash flow management, the word ‘budget’ might come to mind. But as advisors are aware, there is much more to cash flow management than analysis of regular inflows and outflows (and the less-fun activity of cutting back on spending in certain areas).
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. This year has seen inflation reach levels not seen for several decades, pinching the budgets of consumers.
CFO News Room
DECEMBER 27, 2022
John: I probably will end up, this is a part of my practice management, if you would, working with my coaches internally without our broker dealer, if you would, is obviously we have to go through a segmentation period, figure out which one, where is that delivery initially? They all supported my business model.
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