Nerd's Eye View
APRIL 14, 2023
Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)
VCFO
NOVEMBER 4, 2022
This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Below is a great historical example of this that also highlights the importance and value of leadership foresight. People Operations/HR Consultant in vcfo’s Dallas market.
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CFO News Room
DECEMBER 10, 2022
From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. This can help identify triggers for overspending activity (in Newcomb’s case, these include feeling bored, depressed, or insecure).
CFO News Room
NOVEMBER 29, 2022
And so, that’s been my form of leadership and how I’ve taken to running my business. And so, we really do year-end tax planning just to kind of, “Let’s see where the year’s been, you’ve taken your income from your social security, your pension, your annuity, and now here’s what your taxes look like.”
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 SECURE 2.0 Notably, leadership style followed closely behind, with a greater influence than even pay and job characteristics.
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