Nerd's Eye View

OCTOBER 30, 2023

Most notable is the fact that industry associations are not the drivers of advisor conferences that they once were; while a decade ago, 75%+ of this "Best Conferences" list consisted of various events run by industry associations, now it numbers less than 25%. Read More.

Practice Management 92

Practice Management Budgeting Numbers Economics 92

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

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. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 27, 2022

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

Because I know a number of firms that do have some amount of 401(k) business do have a wealth offering and have struggled to figure out how to systematically or efficiently get clients to switch over, or move over, or cross over when it’s appropriate for them to do so. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130