Communication Marketing Planning Practice Management 
E78 Partners
APRIL 10, 2023
In the following sections, we will discuss the challenges that dental practices and DSOs face in today’s market, the growing need for secure and efficient cloud-based solutions, and the critical role they play in optimizing costs, streamlining operations, and delivering unparalleled patient care.
Nerd's Eye View
JUNE 19, 2023
A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee. Read More.
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CFO News Room
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
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.”.
Nerd's Eye View
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
Nerd's Eye View
OCTOBER 19, 2023
Much of the marketing and practice management advice in the financial advisory space comes back to 1 recommendation: Specialize in a niche. Because as the industry continues to grow, so too will the demand for accessible financial planning advice! Read More.
Nerd's Eye View
MARCH 8, 2024
to prevent fraud. Read More.
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