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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Strategic Planning 77
Strategic Planning Construction Practice Management Communication 77
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

NOVEMBER 29, 2022

And so, finding the right person…and I’m happy to say so far, I think he has been a fantastic fit for our team and will really be able to help us grow and add that strategic planning component to the practice. I also have two other people in the office. Anh: So, Ray’s title is Director of Advanced Strategies.

Leverage 130
Leverage Planning Concentration Tax Planning 130
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