Leverage Practice Management Technology 
Trade Credit & Liquidity Management
JULY 7, 2025
As a Credit or Treasury Manager, your role is highly visible to key company stakeholders, customers, and senior management. Staying ahead of how these factors influence businesses requires continuous learning and the adoption of best practices. Managing a staff today is much different than just a few years ago.
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, I brought him in to help me redefine and reevaluate, one, our technology stack and also our overall client experience.
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E78 Partners
APRIL 10, 2023
As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead. One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care.
PYMNTS
MAY 25, 2018
Touted by observers and industry players as one of the top trends that could impact medical billing and data management for 2018, the technology is increasingly being viewed as part of the path to better efficiency in payments. No matter the technology, companies hoping to make profits in healthcare payments have a tough road.
CFO News Room
JANUARY 24, 2023
We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)
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.
Nerd's Eye View
JANUARY 24, 2023
We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)
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