Nerd's Eye View

MAY 24, 2024

Also in industry news this week: Why the Federal government is proposing new rules targeting the use of donor-advised funds that could impact financial advisors who work closely with them A recent report indicates that while financial advisory firms prioritize their client experience, they often make such decisions without consulting their clients (..)

Prioritization 89

Prioritization Practice Management Leverage Forecasting 89

Nerd's Eye View

JANUARY 22, 2024

However, when an advicer prioritizes identifying and understanding the client's values and goals, they can more easily showcase the real value of their advice, leading to mutual success and long-term client satisfaction!

Prioritization 82

Prioritization Risk Management Communication Finance 82

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 Leadership Communication 130

Nerd's Eye View

AUGUST 26, 2022

Also in industry news this week: An industry survey suggests that advisory firms are prioritizing growth despite a slower pace of client acquisitions so far in 2022 and rising labor costs. How fixed annuities have become more popular among consumers amid rising interest rates and turbulent markets.

Prioritization 89

Prioritization Construction Practice Management Planning 89

Nerd's Eye View

AUGUST 26, 2022

Also in industry news this week: An industry survey suggests that advisory firms are prioritizing growth despite a slower pace of client acquisitions so far in 2022 and rising labor costs. How fixed annuities have become more popular among consumers amid rising interest rates and turbulent markets.

Prioritization 87

Prioritization Construction Practice Management Planning 87

CFO News Room

DECEMBER 27, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? I know you’re going to gasp, Michael, with the amount of clients that we have, but we have approximately 1,800 clients managing just north of [$]400 million*, between the 400 and 450.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? How big was this market? And I think some advisors aren’t aware of this, but there are some advisors that go in just to do that education piece and they don’t necessarily manage the plan.

Education 130

Education Planning Numbers Securities 130