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Top 10 vcfo Articles of 2023

VCFO

Compensation Strategy and Philosophy Best Practices Authored by Jeanine Pollard , Senior People Operations / HR Consultant – vcfo A sound compensation strategy , aligned with a company’s values and market position, is essential for business success. In this blog, we highlight the essential elements. Is your business ready for it?

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#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

CFO News Room

We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)

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How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

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.”. responsibilities for Tier 2 Associates).

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Weekend Reading For Financial Planners (Dec 3-4) 2022

CFO News Room

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 ).

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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Bonnie Buol Ruszczyk | InvestmentNews).

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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. So we’ve built in what we want, the communication, and depending on the advisor.

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Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. Emily: Yeah.

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