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

For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g., 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

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?

Practice Management 130

Practice Management Planning Communication Leadership 130

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. We’ve gone through a whole practice management advisory group. We need to prioritize our time.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

Leveraging Educational Seminars And Webinars To Develop 401(k) Rollover Opportunities [34:33]. Michael: So, I guess I’m still wondering just how you’re creating these conversations and opportunities in practice. And so, it really expanded the types and numbers of firms that could potentially work. Michael: Interesting.

Education 130

Education Planning Numbers Securities 130

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. How advisors can help their clients turn their HSAs into wealth-building machines. While SECURE 2.0 blocking time for a study group meeting).

Planning 130

Planning Leadership Accounting Healthcare 130