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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

In many advisory firms today, associate advisors don't begin with prospecting or running client meetings; instead, they start with back-end technical work, such as financial plan preparation, before gradually developing the strategic and client communication skills needed for greater independence.

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Pathways to leadership in finance

Future CFO

Pathways to finance leadership Fortune Ernest Jose , chief financial officer, Enderun Colleges , believes that becoming a competent financial leader requires a blend of education, experience, and skill development. As a finance leader, we may not be in the frontlines or we may not be directly connected to the customer.

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Members’ Profile: Thobile Dlamini

CFO Talks

This broadened her skills and highlighted the importance of cultural sensitivity, teamwork, and innovative problem-solving. Each team member brought unique perspectives and approaches to problem-solving, which often led to innovative solutions that I had not previously considered.

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Unlocking the Power of Harmonious Leadership in Nonprofits

The Charity CFO

In a recent episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Mohan Sivaloganathan, CEO of Our Turn and advocate for youth leadership and equity in education, to discuss the concept of harmonious leadership and its potential to transform the nonprofit sector.

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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

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5 Ways to Acquire New Skills Without Going Back to School

CFO News Room

There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. There are plenty of ways to educate yourself and upskill without going back for a traditional undergraduate or graduate degree. The author presents five ways to upskill without going back to school.

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12 Best Paying Jobs in Finance in 2023

CFO News Room

CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. They also often guide major life events, like saving for retirement or a college education. Communication Skills. Finance is a complex field, and communicating effectively is essential for success.

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