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Fostering Strong Relationships for Organisational Growth 

CFO Talks

Leading by Example Finance teams often look to the CFO for cues on communication and collaboration. Regular, open communication about the company’s goals, challenges, and plans helps build investor trust and support. Communicate Transparently : Honesty goes a long way in building trust.

CFO 97
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Deep Dive: How Digital AP Can Help Construction Firms Navigate Payment, Procurement Challenges

PYMNTS

Many of these processes are decades-old and must follow complex regulatory guidelines, as is the case in the construction industry. Construction companies are facing both time and cash crunches due to dwindling work opportunities and slower payment timelines during the crisis. Late or lagging payment processes can expand costs.

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Questions To Ask When Communicating With Clients In Crisis

CFO News Room

When Fear And Anger Coalesce, Communication Often Becomes Argumentative. Clara is really more afraid of how her ability to retire will be affected if things don’t get better and not necessarily on the market or portfolio construction decisions. Author: Meghaan Lurtz, Ph.D., Team Kitces. Let’s set the stage. The markets are in turmoil.

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On Investment Objectives and Risks, Clear Communication Is Key, Part 1

CFA Institute

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

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Why Communication Is Key To Faster Construction Payments

PYMNTS

Late payments are a headache for any industry, but the construction sector has seen some particularly detrimental effects from cash-flow bottlenecks. the collapse of construction conglomerate Carillion pulled back the curtains on the corporate’s B2B payment practices. In the U.K.,

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BTG Pactual’s Mariana Oiticica Steers Private Banking Through Generational Change

Global Finance

But maintaining clear and ongoing communication about the performance metrics and expectations of these alternatives is crucial for sustaining client trust and confidence over time. These investment vehicles can offer considerable returns when effectively managed, making them a desirable part of a diversified investment portfolio.

Banking 115
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#FASuccess Ep 413: Building An Internal Advisor Training Program To Solve The Talent Pipeline As A Growing $4B Advisory Firm, With Kevin Leahy

Nerd's Eye View

In this episode, we talk in-depth about how Kevin's firm's new hire training program ramps up through the first 6 months, starting with an initial 90-day stage that uses standardized case studies to teach the firm's financial planning process and how to review and input data into the firm's systems, followed by a second 90-day stage that builds new (..)