Nerd's Eye View

NOVEMBER 14, 2023

What's unique about Eric, though, is how he leverages a custom-built financial planning assessment he calls their Financial Prosperity Index, which he gives to both prospective and ongoing current clients so that they can better understand their financial health, target the financial planning domains where clients need the most help, and even more (..)

Planning 90

Planning Communication Education Leverage 90

CFO Simplified

APRIL 19, 2023

In 2023, retaining top talent and planning for succession are critical for business leaders to avoid disrupting the growth of their organizations. An effective succession plan must be linked to the organization’s strategic plan, mission, and vision. Typically, executives and business owners do not plan their exit strategy.

Planning 52

Planning Leadership Communication Nonprofit 52

Boston Startup CFO

APRIL 12, 2024

By conducting thorough due diligence preparation, we aim to ensure a smooth and efficient evaluation, facilitating a successful transaction or investment. Exit Strategy Planning Collaborating closely with your team, we will develop a comprehensive exit strategy that aligns with your long-term goals.

Investments 40

Investments Finance Leverage Securities 40

Future CFO

FEBRUARY 29, 2024

As change is deemed as a permanent thing in this world, it is important that business leaders learn how to ride on to maximise benefits and opportunities and plan ahead for projects and initiatives. It is for this reason that Gartner points out that finance leaders should factor in change fatigue into project planning.

Finance 52

Finance Planning Communication Investments 52

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Communication 97

Communication Budgeting Securities Planning 97

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. One way to do this is to use a job-mapping approach to help identify where in the financial planning process the client or prospect became stuck, and what triggered their search for help.

Communication 52

Communication Planning Investments Marketing 52

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

Investments 100

Investments Leadership Accounting Analyzing Data 100

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? Why Financial Planning and Analysis (FP&A) is important?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 97

Tax Planning Compliance Planning Communication 97

Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

Nerd's Eye View

SEPTEMBER 21, 2022

Some disagree on technical details like the plausibility (or purported lack thereof) of his assumptions for future investment returns, while others criticize broader elements of his approach (like his reliance on rules of thumb and a one-size-fits-all approach to building wealth).

Planning 98

Planning Education Communication Finance 98

PYMNTS

DECEMBER 20, 2020

President David Disque called it a “key focus” for the company to help invest in media payments, which could boost speed and efficiency. We plan to deliver vital data that will assist CFOs in making more informed decisions on targeting suppliers, optimizing payment mix, increasing spend, and improving cash flow.”.

B2B 77

B2B Investments Advertising Communication 77

Spreadym

MAY 31, 2023

Strategic planning for business is the process of defining an organization's long-term objectives and determining the most effective ways to achieve them. Key components of strategic planning for business Vision and Mission: Clarifying the organization's purpose, values, and long-term aspirations.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Nerd's Eye View

NOVEMBER 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

Communication 97

Communication Advertising Planning Finance 97

Collectiv

FEBRUARY 13, 2023

With so much uncertainty and change, it’s difficult to decide how to make strategic investments. In particular, it’s difficult to balance technology and talent when planning for future growth. It’s tempting to invest in new technologies in the hopes that they will replace members of your team and complete tasks automatically.

Technology 52

Technology Investments Construction Budgeting 52

Collectiv

FEBRUARY 13, 2023

With so much uncertainty and change, it’s difficult to decide how to make strategic investments. In particular, it’s difficult to balance technology and talent when planning for future growth. It’s tempting to invest in new technologies in the hopes that they will replace members of your team and complete tasks automatically.

Technology 52

Technology Investments Construction Budgeting 52

Nerd's Eye View

MARCH 22, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients.

Communication 97

Communication Numbers Planning Investments 97

CFO News Room

FEBRUARY 3, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has issued a risk alert outlining Reg BI-related deficiencies discovered during recent examinations of broker-dealers, from dual-registered advisors not clearly communicating whether they were acting as a commission-based (..)

Education 130

Education Compliance Communication Investments 130

CFA Institute

JANUARY 26, 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

Planning 81

Planning Communication Leadership Economics 81

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 97

Communication Tax Planning Technology Planning 97

Nerd's Eye View

MAY 28, 2024

So, whether you're interested in learning about merging with a larger firm to achieve operational efficiencies, how to overcome the technical and emotional challenges of selling a firm, or how to develop better client communication skills, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jenny Martella.

Communication 52

Communication Compliance Planning Sales 52

E78 Partners

JANUARY 5, 2024

For companies doing strategic M&A transactions in the mid and lower markets, integration planning and execution can be a drain on business continuity, and a demoralizing exercise for those involved. Often it is because they typically have poor communications practice or immature communication processes overall.

Marketing 59

Marketing Communication Prioritization Planning 59

Nerd's Eye View

MAY 10, 2024

could save retirement plan participants $55 billion over the next 10 years (due to an expectation of more low-cost fees being offered in plans) and those rolling over workplace plans into IRAs to purchase annuities another $32.5 billion (thanks to expected reductions in commissions and the embedded costs in these annuities).

Valuation 95

Valuation Communication Securities Planning 95

Nerd's Eye View

MAY 28, 2024

So, whether you're interested in learning about merging with a larger firm to achieve operational efficiencies, how to overcome the technical and emotional challenges of selling a firm, or how to develop better client communication skills, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jenny Martella.

Communication 52

Communication Compliance Planning Sales 52

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 92

Leverage Education Planning Communication 92

Nerd's Eye View

OCTOBER 16, 2023

Consumers have a wide range of options when it comes to choosing a provider of financial advice, from larger wirehouses and asset managers to smaller Registered Investment Advisers (RIAs).

Marketing 97

Marketing Budgeting Communication Planning 97

CFO News Room

DECEMBER 6, 2022

Charter Communications – Charter Communications fell 5% after analysts at Citi added a negative catalyst watch to the company heading into its analyst day. Textron – Shares of Textron jumped 6% after the company won a U.S. Army contract that could be worth $70 billion to provide next-generation helicopters.

Communication 130

Communication Prioritization Valuation Advertising 130

CFO Share

JUNE 6, 2024

Identifying Key Business Risks You may have learned in business school how to build a risk matrix and lengthy continuity plans. A CFO can develop contingency plans, conduct regular audits, and ensure robust internal controls to mitigate these risk. Scenario Planning. Contingency Planning.

Risk Management 52

Risk Management CFO Foreign Exchange Credit Risk 52

Nerd's Eye View

NOVEMBER 13, 2023

Traditionally, financial planning meetings have been held face-to-face in an advisor's office, and over the years, a body of research has emerged showing that how the advisor's office is laid out can have a significant impact on how clients perceive the advisor, their mood during the meeting, and even their resulting financial planning decisions.

Planning 96

Planning Communication Investments Practice Management 96

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Tax Planning 77

Tax Planning Education Compliance Communication 77

Future CFO

FEBRUARY 26, 2024

However, navigating the path to an IPO can be complex and demanding, requiring significant planning and preparation. A successful listed company is one that is well-run, has a well-defined business model that generates strong financial performance and is well-understood and trusted by the investing public.

Compliance 98

Compliance Financial Reporting Communication Finance 98

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Communication 94

Communication Planning Leverage Investments 94

CFO News Room

DECEMBER 16, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Hedge fund managers do just that.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

PYMNTS

DECEMBER 12, 2019

The social media company is now reportedly investing $130 million to the effort, Engadget reported. The initial investment is forecasted to cover the operating expenses of the board for two three-year terms — or roughly six years. Facebook reportedly plans to keep funding the operation of the board after the six years.

Investments 52

Investments Budgeting Compliance Forecasting 52

Future CFO

JANUARY 3, 2021

What agility means here is how companies can respond to changes rapidly and ensure seamless communication as the external environment becomes more unpredictable and complex. While it’s not clear when the pandemic will end, it is more important for companies to plan for their future. FutureCFO: How should CFOs plan for cloud adoption?

Planning 52

Planning CFO Communication Finance 52