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Kitces & Carl Ep 154: The Limits Where Technology Can’t Scale Financial Planning Advice

Nerd's Eye View

In the 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the opportunities and limitations of AI in financial advice, exploring how technology can enhance advisors' work and where its boundaries lie. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

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Members’ Profile: Anne-Marie de Bruin 

CFO Talks

When facing professional challenges, my approach is centred around maintaining a problem-solving mindset and a proactive attitude. This helps in developing a well-informed strategy to tackle the problem. This helps in developing a well-informed strategy to tackle the problem. How do you handle professional challenges?

CFO 98
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How to Prepare Your Finance Team for Growth 

CFO Talks

Not only does this make your department more efficient, but it also builds problem-solving and leadership skills. For example, working with marketing on campaign budgeting can teach them how finance impacts other areas of the business. Breaking out of this bubble is critical for growth.

Finance 52
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The Finance Leader’s Playbook: Insights from the Journey

Future CFO

This requires expertise beyond finance, including knowledge of the global economy, market trends, laws and regulations, business strategy, and emerging technologies.” Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts.

Finance 98
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Prevailing in the war on talent in Finance

Future CFO

Talent shortage Law concedes that there is a talent shortage in the market. She recommends that finance leaders maintain open and transparent communication with their teams and share a compelling vision for the future, highlighting the new opportunities and career paths created through technology.

Finance 91
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Critical Thinking: The CFO’s Secret Weapon in an Uncertain World 

CFO Talks

Critical thinkers adapt decisions to the specific challenges and opportunities their businesses face, from navigating BEE compliance to leveraging local market dynamics. Collaborative Problem-Solving: Engaging the Broader Team Critical thinking isn’t a solo activity.

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Three Ways to Improve the Relationship Between Credit and Sales

Trade Credit & Liquidity Management

Open Lines of Communication and Understanding Calibrate Perceptions: Regularly assess how your department is perceived by sales, customers, and management. Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. This positions credit as a resource, not a roadblock.

Sales 52