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.”. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 27, 2022

Michael: So where do you think about setting that threshold just relative to your business and economics? We’ve gone through a whole practice management advisory group. We need to prioritize our time. John: That’s right. That’s correct. Where does that make sense for you? You’re okay right now.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

” And so, a lot of it would be age-based, and so I would essentially say I can do a topic for people who are early-career, and I can talk about budgeting and debt reduction. And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you? Michael: Interesting.

Education 130

Education Planning Numbers Securities 130