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?

Practice Management 130

Practice Management Planning Leadership Communication 130

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 Charles Schwab and other advisor custodians are competing to offer a more seamless digital onboarding experience for advisors and their clients.

Prioritization 80

Prioritization Construction Practice Management Planning 80

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 Charles Schwab and other advisor custodians are competing to offer a more seamless digital onboarding experience for advisors and their clients.

Prioritization 78

Prioritization Construction Practice Management Planning 78

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. So, there was somebody on our team that handled more of the enrollments and maybe just an investment change or website help.

Education 130

Education Planning Numbers Securities 130

CFO News Room

DECEMBER 27, 2022

But no sooner did I start helping people in this layoff situation, I realized, number one, you gotta have empathy. I’ve been to well over 600, almost 700…I’m loose with my numbers here, but over 700 companies in the last 20 years, if not more. You’ve gotta have a deep empathy. Michael: Yeah. John: Yeah.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. Which means that contributing to and investing the funds in an HSA can be an efficient way to pay for healthcare costs, now or in the future.

Planning 130

Planning Leadership Healthcare Accounting 130