The Finance Weekly

APRIL 12, 2022

Dive into your company’s industry and customer base You probably got a head start on this during your interview, but you still need to know the ins and outs of the company's business as well as the customers you'll be serving. For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

Jedox Finance

AUGUST 2, 2022

The question of all questions when it comes to the digital transformation of your finance department. How a modern EPM solution improves productivity. 5 tips to find the right EPM solution in your Tech Refresh. In volatile business environments, annual plans are very quickly overtaken by reality. Table of Contents.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Forecasting Planning 52

CFO News Room

NOVEMBER 14, 2022

But the obvious flaw with this ‘eat-what-you-kill’ model was that newer advisors overwhelmingly succeeded or failed – not by virtue of the quality of advice they gave to their clients, but by how effectively they could sell the financial products for which they were usually compensated via commission.

Practice Management 130

Practice Management Planning Leadership Communication 130

The CFO College

APRIL 8, 2021

Being your own boss, working your own hours, hand-picking your clients and your rates, taking actual vacations and spending more time with your family… this is the dream, right? Four main keys contribute to you taking the leap from working for your corporate job to working for yourself.

CFO 52

CFO Benchmarking Tax Planning Accounting 52

CFO News Room

NOVEMBER 30, 2022

And yet, despite the prominent role of taxes in financial planning, advisors are often prohibited by their compliance departments from making recommendations for a specific course of action on a certain tax strategy. This is not because of any blanket regulation against financial advisors making tax recommendations.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

CFO News Room

DECEMBER 5, 2022

InvestCloud launches a new Advisor Connect solution that will allow larger advisor enterprises to embed an advisor-matching system into their own websites (presuming that the enterprise has a steady supply of prospects to go through the matching process!?).

Planning 130

Planning Technology Valuation Communication 130

Barry Ritholtz

MAY 2, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. How do you hire people? How do you go out and find investors? How do you take this to the next level? And that was 15 years ago. When do you do that?

Retail 63

Retail Advertising Numbers Economics 63