Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 78

Prioritization Auditing Practice Management Communication 78

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 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.” So, I had them take me through the client experience, what the workflows looked like, what the technology looked like.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

The best technology I had at that point was my mobile printing machine. 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. It was, “Well, I don’t have time to do that.” John: That is correct.

Mergers and Acquisitions (M&A) 130

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