article thumbnail

#FA Success Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years, With Troy Sharpe

Nerd's Eye View

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.

article thumbnail

Weekend Reading For Financial Planners (October 7-8)

Nerd's Eye View

Also in industry news this week: A new advisor benchmarking study indicates that high-growth firms are excelling in 3 areas: client acquisition, "relationship alpha", and strategic scale A recent survey indicates that while advisors increasingly are leveraging home office investment models to save time and scale more efficiently, they often customize (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Weekend Reading For Financial Planners (April 13-14)

Nerd's Eye View

Implying that part of the potential appeal to such support platforms is not simply about whether it's more cost-effective to use their tech and services to replace the advisor's own overhead costs, but that it's easier to scale up quickly as a fast-grower by leveraging incrementally more of the support platform's capabilities than needing to take the (..)

article thumbnail

Aligning Your Philanthropic Operating Model with Your Goals

CFO News Room

Philanthropies — be it private foundations, corporate and family funders, LLC’s, or other vehicles for giving — often struggle with the same set of fundamental questions: Are we best leveraging our resources and capabilities to not only fulfill our mission but also bring transformational change to the people and communities who need it most?

article thumbnail

889: Whetting Wall Street’s Tech Appetite | Ben Chrnelich, CFO, Symphony

CFO Thought Leader

Known as NYSE Technologies, the business was established to target revenue opportunities for a number of software technologies that NYSE had developed in-house, as well as a number that had been acquired by NYSE. Over the past several years, we’ve grown through a number of acquisitions.

CFO 52
article thumbnail

How FinTech Helps SMBs Get A Grip On The Numbers

PYMNTS

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Numbers 61
article thumbnail

How Midsize Companies Are Evaluating and Buying ERP

Navigator SAP

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Support for various business sectors. Typically:

Budgeting 176