Nerd's Eye View

JULY 8, 2022

Of those most likely to stay, retention was driven primarily by the quality of the firms’ technology offering, the breadth of its products and services, and the corporate culture set by the leadership of the firm. How advisors can leverage the Entrepreneurial Operating System (EOS) to systematically manage and grow their firms.

Practice Management 55

Practice Management Leadership Leverage Planning 55

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 130

Practice Management Planning Leadership Communication 130

CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. And so, that’s been my form of leadership and how I’ve taken to running my business.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Personalysis is one such tool that enables an organization to identify and leverage individual strengths and to see where gaps are present. People Operations/HR Consultant in vcfo’s Dallas market.

Concentration 77

Concentration CFO Strategic Planning Practice Management 77

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. Notably, leadership style followed closely behind, with a greater influence than even pay and job characteristics.

Planning 130

Planning Leadership Healthcare Accounting 130