Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Practice Management

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

Nerd's Eye View

MAY 29, 2023

And while many members view the free content for their own educational purposes, nearly 20% of the group’s members have become clients! Ultimately, the key point is that serving a niche has allowed Ryan to build a growing solo practice that allows him to have a solid work-life balance.

Education

Nerd's Eye View

MAY 20, 2024

Ultimately, the key point is that advicers who serve a well-defined and narrow niche whose members have a specific and difficult problem are in a much better position to build a thriving, successful business.

Education

CFO Thought Leader

JULY 16, 2023

We’re used not only by accountants and education professionals but also by payroll and HR teams because we allow them to carry out their day-to-day jobs in a way that enables them to focus on the things that they do best. Cox: We focus on making business processes more efficient, so we are mission-critical software.

CFO

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. Of that amount, $1 trillion is tied to auto loans with another $1 trillion wrapped up in student debt.

Healthcare

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. We’ve gone through a whole practice management advisory group. Let’s have John come in.”

Mergers and Acquisitions (M&A)

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).

Planning

CFO News Room

NOVEMBER 28, 2022

Furthermore, many of these clients might be saving for children’s education (or still have student loans themselves!), which means that managing the complexities of student loan planning can not only save their clients money, but also give them greater peace of mind.

Tax Planning

CFO News Room

NOVEMBER 21, 2022

We also pull together a relevant investment presentation to educate clients on our investment philosophy and the strategy we use for their portfolio design, as it’s important to us that our clients understand why they are invested the way they are.

Planning