CFO Share

MAY 6, 2024

Shopify) Construction requires job costing Retail requires inventory management Clinicians require HIPPA compliance Professional service providers require integrated practice management systems More features mean a more expensive, complex, and boutique system. Others do not.

Practice Management 52

Practice Management Manufacturing Accounting Construction 52

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.”.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Nerd's Eye View

AUGUST 26, 2022

From there, we have several articles on practice management: New rankings show what it takes for RIAs to make it into the top 100 by AUM, and why seeking out ‘smaller’ clients can spur firm growth. How to construct a ‘personal board of directors’ who can help guide and advance your career.

Prioritization 95

Prioritization Construction Practice Management Planning 95

Nerd's Eye View

AUGUST 26, 2022

From there, we have several articles on practice management: New rankings show what it takes for RIAs to make it into the top 100 by AUM, and why seeking out ‘smaller’ clients can spur firm growth. How to construct a ‘personal board of directors’ who can help guide and advance your career.

Prioritization 94

Prioritization Construction Practice Management Planning 94