Budgeting Math Practice Management Prioritization 
CFO News Room
DECEMBER 27, 2022
So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We’ve gone through a whole practice management advisory group. We need to prioritize our time.
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.
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