Budgeting Practice Management Technology 
Nerd's Eye View
OCTOBER 17, 2022
Which, in turn, is spawning even more hunger for specialized practice management conferences in 2023. Leading to an expansion in various ‘niche’ conferences that specialize in particular challenges that advisors face as they follow the growth journey.
Nerd's Eye View
OCTOBER 30, 2023
So I hope you'll find this year's 2024 top conferences list (and our updated Master Conference List) to be helpful as a guide in planning your own conference budget and schedule for next year, and be certain to take advantage of the special discount codes that several conferences have offered to all of you as Nerd's Eye View readers!
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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.”. There are several reasons for this.
CFO News Room
DECEMBER 12, 2022
Kitces Courses , at $397 each (or $297 for Members), are a great way to use unused Education budget before the end of the year! In 2023, the next Kitces AdvisorTech Research Study will provide Assessment Score updates for the AdvisorTech Directory on the technology advisors like and use the most!
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. Next, it is important for firm owners to hone their management skills (or to add effective ‘people managers’ to the team ).
Future CFO
APRIL 1, 2024
We also look at enhancing the overall operating model of the business through the use of digital technologies. I also allocate some time to practice management, focusing on upskilling and developing new skillsets, or tweaking our risk management approach where appropriate. The role of CFOs has shifted dramatically.
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. So, do I have administrative support, and are there processes, and systems, and technologies that are going to support me as well? ” Emily: Yeah.
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