Healthcare Leverage Planning 
Nerd's Eye View
MAY 12, 2025
A common structure at many advisory firms is for the owner to handle most of the sales and prospecting, while employee advisors focus on delivering planning and analysis for existing clients. Once there's alignment on the niche, the next step is to support the advisor with a focused marketing plan.
PYMNTS
FEBRUARY 17, 2020
According to the Centers for Medicare and Medicaid Services , healthcare expenditures in the U.S. percent) the largest healthcare payors in the U.S. Another 15 percent of total healthcare costs are attributed to billing and payment inefficiencies. That may not come as much of a surprise. In 2018, that was 28.4
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CFO News Room
NOVEMBER 29, 2022
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
CFA Institute
JUNE 10, 2025
His expertise extends to pioneering data-driven supervisory approaches, leveraging big data technologies, advanced analytics, machine learning, and artificial intelligence. Wojtek Wojaczek, PhD, is a finance executive, educator, and ecosystem strategist. Jurgen Janssens is a director at asUgo.
PYMNTS
JUNE 17, 2020
There exists an uncomfortable intersection between the public service of healthcare and the pursuit of profit. Among the trio of new features, providers can offer pre-and post-service payment plans, which leverage data and advanced analytics to determine patient affordability. We’re in the midst of another recession.
PYMNTS
DECEMBER 3, 2020
But increased adoption by healthcare providers of such basic processes during the pandemic has marked a huge step forward for an industry that’s focused on delivering care, Rectangle Health Chief Technology Officer Mike Peluso told PYMNTS recently. Providers can't solve the $4 trillion healthcare expenditure problem,” he said.
PYMNTS
FEBRUARY 14, 2019
Healthcare as pay-as-you-go or installments? Among the findings of “ The Changing Landscape of Healthcare Payment Plans ” study, released last month, through the joint efforts of PYMNTS and Flywire : The struggle to pay medical bills is real. percent would like to see a payment plan offered upon receiving their first bill.
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