Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 82

Prioritization Auditing Practice Management Communication 82

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. While SECURE 2.0 a fireproof document safe that reminds the client of the ‘security’ the advisor brings to the client’s life).

Planning 130

Planning Leadership Healthcare Accounting 130

CFO News Room

DECEMBER 27, 2022

We’re not going in there and, “What’s your date of birth, first and last name, your Social Security number? John: Securities America. Michael: Okay, and so is the fee-based side under Securities America RIA, or do you have your own outside? We’ve gone through a whole practice management advisory group.

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 20, 2022

And so, I started then providing educational meetings on social security, and Medicare, and other topics, state planning. If I helped somebody make some social security and Medicare decisions, then they were asking me if they could roll money over and raising their hand. Who comes to a conversation about social security and Medicare?

Education 130

Education Planning Numbers Securities 130