After its second year of working with high schools in the Dallas area, the 3to1 Foundation’s seminars and scholarship initiatives are gaining momentum and receiving...
What’s Your Practice Really Worth? – Ep. 296
Hunter Satterfield
July 14, 2026
Understanding and managing overhead can significantly impact your practice’s value. In this episode of the Accumulating Wealth podcast, Judson Crawford is joined by Christy Ratcliff
As financial advisors, keeping a close watch on how college costs are trending is an important part of CWA’s work for our clients with school-age...
2 MIN READ
It’s not abnormal for practices to see slow patient traffic during the early summer to fall transition period. If your practice sees a similar trend, watch...
< 1 MIN READ
CWA Financial Planner Keith Klein offers three ways to make managing your mound of dental school debt far less daunting.
< 1 MIN READ
If you’re concerned about your fees being too high, or not high enough, you’re not alone. CWA Financial Planner Regan Stephenson shares answers to...
< 1 MIN READ
Assess your risk tolerance and choose investment strategies that best suit your temperament. Haag Sherman, CEO of Tectonic Advisors, LLC, explains how to do it.
< 1 MIN READ
CWA Financial Planner Hunter Satterfield shares 1:1, 2:1 and 3:1 -- CWA principles for achieving financial freedom.
< 1 MIN READ
WATCH VIDEO: Having a cash flow shortage isn't uncommon for many business owners, but it can be very stressful. Cain Watters Planner Ed Daude shares...
< 1 MIN READ
CWA Partner/Financial Planner Judson Crawford Offers 3 Tips for a Stress-free Tax Season
< 1 MIN READ
End of content
No more pages to load
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy
CATEGORIES
Categories
- Accounting (8)
- Accumulating Wealth Podcast (248)
- Annual Meeting (14)
- Digital News Feature (170)
- Financial Planning (141)
- Inside CWA (28)
- Investing (52)
- Knowledge & Know-How (77)
- News (85)
- PR/Marketing/Social Media (4)
- Practice Management (97)
- Practice Transition (4)
- Seminars & Events (13)
- Tax News (100)
- Technology (5)
- The 3to1 Foundation (12)
- The Advisors' Shelf (11)
- Videos (32)
TOP POSTS
What’s Your Practice Really Worth? – Ep. 296
July 14, 2026
The Retirement Assumption That Could Leave You Short
July 8, 2026
Risky vs. Safe in Today’s Market – Ep. 295
July 7, 2026
Investment Updates
July 6, 2026
What’s Your Practice Really Worth? – Ep. 296
July 14, 2026
The Retirement Assumption That Could Leave You Short
July 8, 2026
Risky vs. Safe in Today’s Market – Ep. 295
July 7, 2026
Investment Updates
July 6, 2026