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Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)

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Turning challenges into opportunities: being a financial controller in 2024

Future CFO

Celina Leonardo Leonardo says navigating market-specific ambiguity and volatility demanded addressing challenges with a "what's the worst that can happen" mindset while communicating possibilities to stakeholders.

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Weekend Reading For Financial Planners (December 2-3)

Nerd's Eye View

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

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Nonprofit Leadership: Using Data for Better Decision-Making

The Charity CFO

In addition to identifying KPIs, you’ll need to establish benchmarks for success. After choosing KPIs and their benchmarks, you can start incorporating data insights into strategic planning. You can use donor data to create communication and cultivation strategies that are more likely to hit the mark with donors.

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Kitces & Carl Ep 136: Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?

Nerd's Eye View

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

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ExecOpinion: Finance transformation: Strategies in 2023

Future CFO

Change management experts are then crucial to tackle resistance to change, ensuring that the goals and objectives of the initiative are communicated effectively and that stakeholders are engaged and supportive of the initiative. This will help ensure that the metrics can be tracked over time and progress can be measured accurately.

Finance 91
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Revolutionize Your Sales Strategy: The Power of Visible Prices

Adam Kae

link] Communicating Changes Effectively to Clients Communication is key. Transparent communication breeds trust. They can provide valuable insights into market trends, financial projections, and industry benchmarks, ensuring your agency remains a step ahead of the competition.

Sales 52