CFO News Room

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Nonprofit 130

Nonprofit Practice Management Advertising Cash Management 130

Nerd's Eye View

AUGUST 26, 2024

In this model, the groundwork for change is first established by assessing the situation (e.g., Additionally, those promoting change can be very clear about what the process will entail and how it will be implemented (with the caveat that the plan needs to be flexible to allow for change as conditions evolve).

Communication 68

Communication Concentration Leadership Planning 68

Nerd's Eye View

JANUARY 27, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that CFP Board announced this week that it is splitting into two separate organizations with the same leadership but different nonprofit statuses.

Nonprofit 98

Nonprofit Practice Management Advertising Cash Management 98

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 Communication Leadership 130

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

Nerd's Eye View

AUGUST 19, 2024

Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management. Next, the founder and their successor(s) can work together to create a structured process to guide the operational transition between Generation 1 (G1) and Generation 2 (G2).

Planning 52

Planning Valuation Leadership Communication 52

Nerd's Eye View

MARCH 31, 2025

When it comes to growing a practice for the long term, talent acquisition is just as important as client acquisition. However, developing a strong hiring process can be challenging – and it's easy to overlook its importance until the next hiring need arises.

Leadership 58

Leadership Communication Planning Practice Management 58