Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee. Read More.

Communication 88

Communication Planning Practice Management Investments 88

CFO News Room

JANUARY 2, 2023

Our new research (soon to be published online in the Journal of Experimental Psychology: General ) finds that communicating unintentionality in discovery increases consumer preference. What This Means for Marketers. Understanding this consumer preference opens new possibilities for marketers. Because of fate. Source link.

Marketing 130

Marketing Advertising Communication Sales 130

Nerd's Eye View

MARCH 7, 2024

Which begs the question: Is there a missed opportunity for advisors to market themselves as providing value that transcends solving just their clients' functional goal-based needs and that addresses their emotional, social, and even aspirational needs as well? Advisors seeking to market these higher-tier services (e.g.,

Planning 52

Planning Marketing Communication 52

Nerd's Eye View

OCTOBER 16, 2023

Given that larger firms tend to have more substantial marketing budgets to attract clients, smaller firms and their advisors have had to look for alternative ways to differentiate themselves from the competition.

Marketing 92

Marketing Budgeting Communication Planning 92

Future CFO

DECEMBER 19, 2023

As the business world continues to evolve , the power of sales does not reside only in the realm of the company's chief marketing officer. A CFO must develop an organisation adept at communicating, reporting, and analysis, as ideas and feedback must be clearly articulated within the company.

CFO 52

CFO Marketing Leadership Communication 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

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.

Planning 130

Planning Concentration Communication Tax Planning 130

CFO News Room

NOVEMBER 13, 2022

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO News Room

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. One key nuance to the use of Monte Carlo simulations is whether they are being used as part of a one-time plan versus an ongoing planning process.

Planning 130

Planning Marketing Communication Finance 130

CFO News Room

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. Authors: Ben Henry-Moreland.

Tax Planning 130

Tax Planning Compliance Planning Communication 130

Fpanda Club

MAY 17, 2022

Budget and annual planning cycle - these words can make many people tremble. Aimed at determining firm’s short-term objectives and transforming them into operational plan by allocating available resources, annual planning exercise is mostly considered by its stakeholders to be a curse rather than a savior. Too much game playing.

Budgeting 147

Budgeting Planning Benchmarking Leadership 147

Fpanda Club

APRIL 18, 2022

Marketing teams, being among FP&A’s counterparties, are usually considered to be the most creative people in the company. To perform these functions marketing, as a discipline, possesses a wide range of tools and techniques that can be used to analyze data, verify hypotheses and communicate information.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

CFO News Room

FEBRUARY 4, 2022

After January’s surprisingly strong jobs report, focus swings to consumer inflation in the week ahead and what it could mean for the Federal Reserve’s plan to raise interest rates. Traders in the futures market began to price in six interest rate hikes for this year, while many economists predict four or five. Source: NYSE.

Marketing 130

Marketing Healthcare Pharmaceutical Communication 130

The Charity CFO

MAY 20, 2022

When it comes to marketing, many nonprofits shift right to thinking about development. But development and marketing are different skills, with different needs and separate goals. This week, Emily Heck joins us to talk about how marketing should fit into the plans of a modern nonprofit that wants to thrive and grow.

Nonprofit 98

Nonprofit Marketing CFO Education 98

E78 Partners

FEBRUARY 14, 2024

CEOs of middle-market private equity sponsored companies face unique challenges when it comes to delivering growth, profitability, and cash flow while managing operations with limited resources. Talent acquisition and retention: Attracting and retaining top talent is a critical issue for middle-market private equity-backed businesses.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Marketing Compliance Communication 52

Centage

AUGUST 10, 2022

Better business planning. Keep reading to discover the best practices for better business planning during times of economic upheaval along with tips on how to prepare for a return to normalcy. If you wait until the recession is upon you to start planning, you may well end up taking steps that damage your business over the long term.

Planning 98

Planning Budgeting Economics Forecasting 98

Centage

SEPTEMBER 13, 2022

With this information, you can make critical strategic decisions, such as how much to spend on a major marketing campaign or whether to expand into a new market. There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Future CFO

JANUARY 12, 2024

Financial planning and analysis (FP&A) professionals can rely less on clunky, manual labor and more on strategic thinking and CFOs are becoming more confident in data accuracy and have shifted their focus to strategy. There are three ways AI works with FP&A teams to improve the financial planning process: 1.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Problem Solving Forecasting 52

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

CFO News Room

DECEMBER 3, 2022

has accelerated plans to shift some of its production outside China, long the dominant country in the supply chain that built the world’s most valuable company, say people involved in the discussions. At one point, it alone made about 85% of the Pro lineup of iPhones, according to market-research firm Counterpoint Research. .

Planning 100

Planning Technology Marketing Transportation 100

Nerd's Eye View

SEPTEMBER 5, 2023

Olivia is the Founder of Lexicon Advisor Marketing, a virtual outsourced digital marketing company that specializes in working with financial advisors to generate a steady flow of prospects. Welcome back to the 349th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Olivia Luper.

Marketing 80

Marketing Communication Planning 80

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Planning 77

Planning Communication Finance Marketing 77

Nerd's Eye View

MARCH 23, 2023

Offering financial advice can mean many things for different financial advisors, and there are many reasons that advisors choose to join the planning profession. Regardless of the format, a well-written, earnest manifesto can help advisors market their services to prospects while communicating their sincere beliefs about financial planning.

Marketing 52

Marketing Communication Planning 52

Nerd's Eye View

DECEMBER 21, 2022

Monte Carlo simulations have become the dominant method for conducting financial planning analyses for clients and are a feature of most comprehensive financial planning software programs. One key nuance to the use of Monte Carlo simulations is whether they are being used as part of a one-time plan versus an ongoing planning process.

Planning 98

Planning Communication Numbers Marketing 98

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

Spreadym

JUNE 29, 2023

Revenue planning is the process of estimating and forecasting an organization's future revenue streams. It involves setting revenue targets, developing strategies to achieve those targets, and creating a plan to monitor and adjust the revenue-generating activities over a specific period, such as a fiscal year.

Planning 52

Planning Forecasting Benchmarking Communication 52

CFO Simplified

APRIL 15, 2024

Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. The market isn’t static. Financial Planning: Develop a robust financial plan. That plan will include not just looking at the future, but also planning for the present. Here’s a quick review.

Strategic Planning 52

Strategic Planning Planning Leadership CFO 52

Adam Kae

OCTOBER 1, 2023

As a Fractional CFO specializing in supporting digital marketing agencies, I understand the critical importance of building a high-caliber team. Continuous Hiring: Strategic Hiring for Digital Marketing Agencies "Hiring is a CONTINUOUS process." In the digital marketing world, talent is your most valuable asset.

CFO 52

CFO Marketing Communication Budgeting 52

Centage

AUGUST 15, 2022

In the current economic climate, proper financial planning and management are more essential than ever before. With that in mind, many businesses are turning to budgeting and planning drivers as a way of obtaining more accurate information. Managers can then run scenarios with the drivers to improve long-term strategic planning.

Budgeting 105

Budgeting Planning Forecasting GAAP 105

Planful

OCTOBER 4, 2021

Peter Mahoney, Founder and CEO of Plannuh, joined me on the Being Planful podcast to dive into the often fraught relationship between Marketing and Finance. Peter’s background is actually in marketing, where he began his career as a marketing rep for IBM. Marketing organizes things in broad themes and campaigns.

Finance 40

Finance Planning Marketing Strategic Planning 40

Jedox Finance

DECEMBER 22, 2021

A sales compensation plan that motivates your sales team to reach their maximum potential is something sales executive dreams of. This blog post outlines three key factors that transform your sales compensation plan into a powerful source of motivation. What is a sales compensation plan? How sales compensation sparks motivation.

Sales 119

Sales Planning Communication Leadership 119

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

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

AUGUST 8, 2022

Good marketing based on using impactful messages for consumers is a foundational element for many types of businesses that allows companies to define and convey their unique value. First, it's important to make the consumer (rather than the firm) the main character in the firm's communications.

Marketing 73

Marketing Communication Numbers Planning 73

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. However, while that may be worth a modest discount (say, 5% or so), offering 20%–30% below fair-market value may be unrealistic.

Planning 52

Planning Valuation Benchmarking Sales 52

The Finance Weekly

AUGUST 27, 2023

Planful and Datarails are two of the leading FP&A solutions in 2023. Planful is an FP&A solution that was built for large companies and enterprises. Planful has a great AI feature called Planful Predict and it is a big selling point in 2023.

Financial Planning and Analysis (FP&A) 52

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

Nerd's Eye View

FEBRUARY 27, 2024

Dianne is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based in Vienna, Virginia, that oversees $500 million in assets under management for 350 client households.

Profit and Loss 52

Profit and Loss Marketing Communication Planning 52