Practice Management

Practice Management focuses on how to successfully and profitably run an advisory practice, including topics like client services, financial reporting, capital investments, hiring and managing people and integrating vendor partners, as well as the nuts and bolts of the business, like insurance and risk management. The Portal Conductor for Practice Management is Steff Chalk.

10 Years ‘After’

A decade ago this past weekend, Lehman Brothers filed for bankruptcy, sparking the 2008 financial crisis. In this excerpt from the fall issue of NAPA Net the Magazine, some of the nation’s leading advisors take a look back.   Read More