Remove Leadership Remove Leverage Remove Practice Management Remove Prioritization
article thumbnail

How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

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.”.

article thumbnail

Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

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. While SECURE 2.0

Planning 130