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 78

Education Planning Marketing Practice Management 78

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

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

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 130

Tax Planning Planning Investments Profit and Loss 130

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 130

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

Healthcare 41

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

Mergers and Acquisitions (M&A) 130

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