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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)

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A Recordkeeping Checklist For Financial Planning Services: Proactive Documentation Of Service Delivery To Reduce Regulatory Scrutiny

Nerd's Eye View

Maintaining adequate books and records is a cornerstone of compliance for all investment advisers. To minimize regulatory concerns regarding the reasonableness of advisory fees, firms can establish internal standards for service-related recordkeeping.

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The Future of Finance and Sustainability with Elizabeth Burns

CFO Talks

From employing local talent to investing in community health infrastructure, GDC’s approach integrates ESG principles into its broader business strategy. Investments in corporate social responsibility (CSR) also yield significant dividends. This allows for informed and strategic investment decisions.

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Building An Inclusive Hiring Process To Decrease Bias And Find Your Firm’s Ideal Candidate

Nerd's Eye View

When promoting an open position, firms can benefit from advertising beyond their personal networks and local geographic areas. Further, including salary details and growth potential in the job listing, as well as avoiding the use of industry jargon or gendered language, can further broaden the pool of people excited to apply. Read More.

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How private companies’ AI adoption barriers are evolving as they seize opportunities

CFO Dive

But as time goes on, companies are going to continue to invest in technology, as well as in AI governance, security, and risk management. They are investing in using AI to not just gain efficiency but create more value for their organizations by predicting trends and identifying and mitigating emerging risks from this rapid transformation.

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Peru: A Stable Latin American Hub

Global Finance

Peru boasts a solid economy, rich mineral reserves, and investment opportunities, despite political unrest. billion in investment by the end of 2024, with a positive outlook for the next two years. Peru is often synonymous with its tourist attractions like Machu Picchu or the Nazca Lines.

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From Boardroom to Broadcast: The CFO as Company Spokesperson 

CFO Talks

A CFO who speaks clearly, takes responsibility, and avoids vague responses can earn trust that advertising cannot. A CFO helps stakeholders understand whether a drop in revenue signals a deeper problem or a deliberate investment in future growth. This does not mean that the CFO must always paint a positive picture.

CFO 52