Nerd's Eye View
JANUARY 22, 2024
However, when an advicer prioritizes identifying and understanding the client's values and goals, they can more easily showcase the real value of their advice, leading to mutual success and long-term client satisfaction!
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?
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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.
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.
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.
CFO News Room
DECEMBER 27, 2022
We just haven’t really had the opportunity to invest in this relationship with you, and we recognize that maybe we missed that a little with growing so quickly to 1,800 clients. We’ve gone through a whole practice management advisory group. We need to prioritize our time. John: That’s right.
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. While clients are often aware of the potential for capital gains when selling an investment, they might be less familiar with capital gains distributions.
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