Nerd's Eye View

OCTOBER 17, 2022

Which, in turn, is spawning even more hunger for specialized practice management conferences in 2023. Along with a few other notable conferences for those looking for a good overall educational experience (for those who don’t yet want to get their CE online!),

Practice Management 76

Practice Management Education Budgeting Manufacturing 76

CFO News Room

DECEMBER 12, 2022

Here at Kitces.com, we have sought to provide advisors with the insights and education they need to help their clients (and their firms) navigate these uncertain conditions, from blog posts and podcasts on these trending topics to the continued expansion of our Kitces Courses and our popular monthly Office Hours and webinars.

Education 130

Education Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

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 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).

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. We’ve gone through a whole practice management advisory group. Let’s have John come in.”

Mergers and Acquisitions (M&A) 130

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