Nerd's Eye View

SEPTEMBER 11, 2023

annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well. a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Planning 80

Planning Budgeting Communication Practice Management 80

CFO News Room

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

Nerd's Eye View

JANUARY 12, 2024

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

Practice Management 79

Practice Management Budgeting Communication Securities 79

Nerd's Eye View

JANUARY 27, 2023

By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.

Nonprofit 77

Nonprofit Practice Management Advertising Leadership 77

The Finance Weekly

APRIL 13, 2022

Just about every company can improve efficiency through automation and technology, and this is especially true with tasks such as accounting and financial planning. Practice management softwares help create more efficient tax teams by simplifying activities such as assigning tasks, automating workflows, and getting approvals.

Communication 52

Communication Practice Management Budgeting Forecasting 52

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.”. performance reports).

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 27, 2022

or how the limiting of in-person workshops during the pandemic has inspired John to offer financial planning and has increased opportunities for his firm to grow and scale even further, then we hope you enjoy this episode of the Financial Advisor Success podcast, with John Stokes. Author: Michael Kitces. Team Kitces. Nice to meet you.

Mergers and Acquisitions (M&A) 130

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