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.”. How would you prioritize them?

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 27, 2022

Michael: So where do you think about setting that threshold just relative to your business and economics? So we’ve built in what we want, the communication, and depending on the advisor. We’ve gone through a whole practice management advisory group. John: That’s right. That’s correct.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

” 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.” And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you?

Education 130

Education Planning Numbers Securities 130