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Why Advertising “Conflict-Free” Advice Could Violate The SEC’s Marketing Rule

Nerd's Eye View

And given the sheer number and scope of potential conflicts that do exist in the advisory industry (where a wide range of providers seek to incentivize advisors to recommend their products and services to clients), there's a vanishingly small number of RIAs that don't have at least some form of actual or potential conflict to disclose.

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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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KPIs vs Metrics: What's the Best Way to Monitor Performance?

The Finance Weekly

Every business needs a proper system to monitor performance, but not all numbers are equally important. For example, email deliverability may not be a KPI, but the number of emails that lead to customer conversions is. The metrics that contribute to this could be a number of sales calls made, lead response time, and average deal size.

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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. Framing the Numbers Is Just as Important as Reporting Them Numbers do not speak for themselves. You are not just responsible for the numbers. You are not just presenting numbers.

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The CFO’s New Mandate: Scott Farrell’s take on Emotional Intelligence, Leadership, and Judgement in a Complex World 

CFO Talks

The CFOs New Mandate: Scott Farrell’s take on Emotional Intelligence, Leadership, and Judgement in a Complex World The role of the CFO is evolving faster than ever, and its no longer just about numbers. Beyond the numbers, he’s a passionate advocate for the power of soft skills and leadership.

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Crafting Strategic Visions with Roger Castle

CFO Talks

Crafting Strategic Visions with Roger Castle In the latest CFO Club podcast, Leana van der Merwe sat down with Roger Castle, an accomplished CFO and finance expert with decades of experience across industries such as cloud management, online advertising, financial services, and telecommunications. Roger Castle: Hi, Leana.

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1096: Why Usage Beats Revenue in Video SaaS | Gillian Munson, CFO, Vimeo

CFO Thought Leader

The former WallStreet analyst has translated that ambition into a product that shuns advertising and prizes user autonomy. Instead, we serve businesses of every sizemarketing externally, communicating with employees, or doing any number of tasks that require secure, highquality video.

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