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

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Melanie Waddell | ThinkAdvisor).

Education 130

Education Planning Benchmarking Investments 130

CFO News Room

DECEMBER 20, 2022

So, there were one-on-one meetings, and then there were group education meetings. And so, I felt like how I grew was by the more that I learned, the more I was able to educate people on. And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning.

Education 130

Education Planning Numbers Securities 130

PYMNTS

NOVEMBER 14, 2017

When borrowers pay the interest — and, yes, some principal — on auto and education-related debt, there are fewer discretionary dollars to spend elsewhere, which can put a pinch on pocketbooks. Healthcare economics have put a similar pinch on those pocketbooks since patients often rely on insurers to pay the bill.

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Healthcare Practice Management Education Planning 41

CFO News Room

DECEMBER 27, 2022

Is it at that level, the company didn’t just say, “Hey, we’re doing occasional educational lunch-and-learns for our employees. They’re reaching out to you to come in and do education. Michael: So where do you think about setting that threshold just relative to your business and economics?

Mergers and Acquisitions (M&A) 130

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