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.”. performance reports).

Practice Management 130

Practice Management Planning Communication Leadership 130

Nerd's Eye View

JANUARY 24, 2023

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, an independent RIA based in Bedford, New Hampshire, that oversees $360 million in assets under management for 225 client households. Welcome back to the 317th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Jennifer Climo.

Practice Management 98

Practice Management Planning Communication Leverage 98

Nerd's Eye View

JULY 8, 2022

Also in industry news this week: How advisors are planning to grow despite the current bear market’s negative impact on assets under management. Two years after its implementation, the SEC is planning to draft additional guidance to help advisors better understand Reg BI and ensure it delivers on its investor protection goals.

Practice Management 84

Practice Management Leadership Leverage Planning 84

Nerd's Eye View

MARCH 8, 2024

to prevent fraud. Read More.

Practice Management 98

Practice Management Risk Management Communication Leverage 98

Nerd's Eye View

SEPTEMBER 18, 2023

Data from the 2022 Kitces Research Study on “How Financial Planners Actually Do Financial Planning” provide some answers about what advisors can expect when going beyond a solo practice, shedding light on the impact that hiring has on advisor capacity.

Prioritization 98

Prioritization Leverage Planning Practice Management 98

Nerd's Eye View

SEPTEMBER 23, 2024

In addition, he also found that he preferred working with certain types of planning clients over others, leading him to refine his niche and ideal client persona over time. Jake also learned key lessons on managing daily schedules. taking vacations) and organized his workday to leverage the times of day when he has the most energy.

Prioritization 98

Prioritization Auditing Planning Leverage 98

PYMNTS

DECEMBER 24, 2020

The Council for Affordable Quality Healthcare (CAQH) reported that just 13 percent of dental plans paid providers’ claims using electronic methods in 2019, whereas 70 percent of medical plans reportedly did the same. It stated that this held many practices back from automating the process.

B2B 102

B2B Healthcare Practice Management Planning 102

CFO News Room

DECEMBER 3, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services. Adam is an Associate Financial Planning Nerd at Kitces.com. Enjoy the ‘light’ reading!

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 20, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Author: Michael Kitces. Team Kitces.

Education 130

Education Planning Numbers Securities 130

Nerd's Eye View

APRIL 22, 2024

The key point is that regardless of whether advisors use the independent or affiliate model, achieving success as an advisor involves finding the best use of the advisor's resources to leverage support for the functions that they can't perform (or don't want to manage) on their own.

Compliance 98

Compliance Leverage Practice Management Numbers 98

PYMNTS

MAY 25, 2018

The group recently launched its Trusted Exchange Accreditation Program to “leverage existing industry-wide identity verification, authentication and privacy/security frameworks and best practices in use across the ecosystem,” according to a press release.

Healthcare 66

Healthcare Technology Practice Management Forecasting 66

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., Never miss a Financial Advisor Success podcast episode!

Mergers and Acquisitions (M&A) 130

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

E78 Partners

SEPTEMBER 10, 2024

Revenue per Procedure: Dissecting the Price-Volume Mix for Strategic Financial Planning Strategic Relevance: Revenue per Procedure (RPP) measures the average net revenue generated from each procedure performed. Focusing on these KPIs fosters long-term growth through patient loyalty, strategic financial planning, and price-volume mix analysis.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 52

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 75

Concentration CFO Strategic Planning Practice Management 75

Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. Read More.

Planning 52

Planning Leverage Numbers Practice Management 52

Nerd's Eye View

FEBRUARY 14, 2023

In this episode, we talk in-depth about how Jim built Sanctuary’s “Partnered Independence” platform for advisors who want to run their own practices serving HNW clients while leveraging Sanctuary Wealth’s support system that offers technology, compliance, practice management and training groups, digital marketing, and even ultra-HNW (..)

Benchmarking 52

Benchmarking Compliance Practice Management Leverage 52

E78 Partners

SEPTEMBER 10, 2024

Revenue per Procedure: Dissecting the Price-Volume Mix for Strategic Financial Planning Strategic Relevance: Revenue per Procedure (RPP) measures the average net revenue generated from each procedure performed. Focusing on these KPIs fosters long-term growth through patient loyalty, strategic financial planning, and price-volume mix analysis.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Healthcare Benchmarking Practice Management 40

PYMNTS

NOVEMBER 1, 2019

Launched about a year after Healthcare.gov’s initial debacle, USDS has been tasked with bringing the federal government’s technology up to speed by leveraging the skills of technology specialists. A provider being able to look, at a glance, at most of a patient’s past claims from its desktop can help build a better plan of care.

Healthcare 42

Healthcare Startups Technology Practice Management 42

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. Adam is an Associate Financial Planning Nerd at Kitces.com. cash management programs ). Dan Shaw | Financial Planning). Author: Adam Van Deusen.

Planning 130

Planning Leadership Accounting Healthcare 130

CFO News Room

DECEMBER 17, 2022

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase. Adam is an Associate Financial Planning Nerd at Kitces.com. Team Kitces.

Planning 130

Planning Education Investments Benchmarking 130