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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.
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 (..)
She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practicemanagement support. She currently runs a weekly YouTube series called “PracticeManagement with Penny.”. How would you prioritize them?
And so, I started thinking about if I worked for a firm that was really primarily focused on financial planning, I would have resources, support, technology, and I’d really be able to focus on the planning. So, do I have administrative support, and are there processes, and systems, and technologies that are going to support me as well?
The best technology I had at that point was my mobile printing machine. We’ve gone through a whole practicemanagement advisory group. We need to prioritize our time. And back then, I was trying to incorporate financial planning, going through the whole holistic approach. I would take an application with me.
financial planning, CRM, portfolio management), while taking a more tailored approach to selecting tech in other categories. The survey found that most firms fall into the middle category, utilizing tech in categories that provide an assessed high return on investment (e.g.,
We also have a number of articles on practicemanagement: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. And now, one of the biggest advisor technology companies appears to be joining this increasingly competitive space. cash management programs ).
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