Construction Practice Management Prioritization 
Nerd's Eye View
JUNE 24, 2024
If our industry is likened to sports, we can consider firms like teams and advisors as players; in this way, it becomes clear that promoting the industry (sport) as a whole positively and in a constructive manner benefits not just the firm (team), but the individual advisors (players) as well!
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?
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Nerd's Eye View
AUGUST 26, 2022
Also in industry news this week: An industry survey suggests that advisory firms are prioritizing growth despite a slower pace of client acquisitions so far in 2022 and rising labor costs. How to construct a ‘personal board of directors’ who can help guide and advance your career.
Nerd's Eye View
AUGUST 26, 2022
Also in industry news this week: An industry survey suggests that advisory firms are prioritizing growth despite a slower pace of client acquisitions so far in 2022 and rising labor costs. How to construct a ‘personal board of directors’ who can help guide and advance your career.
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