VCFO

JANUARY 11, 2024

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?

Valuation 87

Valuation CFO Startups Leverage 87

CFO News Room

JANUARY 27, 2023

Also in industry news this week: Why cash management strategies could become increasingly important parts of an advisor’s value proposition in a higher-interest-rate environment Why improved returns on cash products could be a double-edged sword for some advisory clients following last year’s market volatility From there, we have several articles on (..)

Nonprofit 130

Nonprofit Practice Management Advertising Leadership 130

CFO News Room

JANUARY 24, 2023

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 (..)

Practice Management 130

Practice Management Planning Communication Leverage 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.”. responsibilities for Tier 2 Associates).

Practice Management 130

Practice Management Planning Leadership Communication 130

Future CFO

FEBRUARY 23, 2023

Survey highlights Nearly 35% of accountants cite finding the right talent among their three biggest practice management issues over the past year, compared to just 14% of accountants who cited it last year – making finding talent the fastest-rising industry challenge.

Auditing 52

Auditing Accounting Accounting Firms Practice Management 52

CFO News Room

DECEMBER 30, 2022

Each weekday, in our Management Tip of the Day newsletter, HBR offers daily tips to help you better manage your teams — and yourselves — through this period of profound change and uncertainty. Management Tip of the Day. Quick, practical management advice to help you do your job better.

Data Analysis 130

Data Analysis Practice Management Leadership Communication 130

CFO News Room

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively. can be added to their agendas for the meetings.

Planning 130

Planning Concentration Communication Tax Planning 130