The Finance Weekly

MAY 5, 2024

The salesperson usually dives into your life - asking about your family size, daily routine, and more to understand how you plan to use the car. That's where sales and revenue planning, along with the game-changing concept of Revenue Operations (RevOps), come in. What is Sales Planning?

Planning 52

Planning Sales Forecasting Strategic Planning 52

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 79

Communication Planning Practice Management Investments 79

Nerd's Eye View

JULY 26, 2023

Financial plans play an important role for both clients and advisors, as they not only help clients gain a clear perspective of their current financial position, but also provide advisors with a systematic way to organize their analyses and communicate their recommendations to the client.

Planning 82

Planning Communication Technology 82

Nerd's Eye View

AUGUST 24, 2023

However, when these aspirations are delayed or blocked by senior advisory firm partners who choose to delay their retirement plans, it can leave younger advisors frustrated and in a place of uncertainty about their futures with their firm.

Planning 83

Planning Communication 83

Nerd's Eye View

NOVEMBER 29, 2023

The traditional way that most financial planning has been offered was for an advisor to create "The Plan": a comprehensive document outlining a client's financial strategy that was delivered either on a one-time basis or updated annually.

Planning 82

Planning Communication Technology Financial Data 82

Nerd's Eye View

JULY 27, 2022

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.

Planning 88

Planning Construction Communication Securities 88

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

Spreadym

APRIL 27, 2023

Implementing automation systems for financial planning and analytics (or simply FP&A software) rarely brings direct benefits that could easily be demonstrated to a client. However, they exist, but don’t look so obvious as in case with CRM or Sales and operational planning systems (also we name them S&OP software).

Planning 52

Planning Analyzing Data Communication Financial Data 52

Nerd's Eye View

JULY 27, 2022

Financial planning is both an art and a science. While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.

Planning 85

Planning Construction Communication Securities 85

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

Nerd's Eye View

SEPTEMBER 11, 2023

annual plan reviews) to their current clients, they will continue to prospect and onboard new clients as well. a client service associate to handle various administrative and client communication tasks, or a paraplanner or associate advisor to work on more planning-centric issues such as building out drafts of financial plans).

Planning 80

Planning Budgeting Communication Practice Management 80

Centage

OCTOBER 17, 2022

As you start your financial planning for 2023 and beyond, follow these steps to solidify your three-year strategic plan and boost the odds of achieving your business’ goals. All business leaders make assumptions in order to develop strategies and plan for future circumstances. Financial planning comes with numerous challenges.

Strategic Planning 98

Strategic Planning Planning Cash Flow Forecasting Budgeting 98

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 74

Planning Communication Education Leverage 74

Nerd's Eye View

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 69

Planning Communication Practice Management Investments 69

Centage

MARCH 14, 2023

If companies want to succeed, they need to craft their personnel planning with care, ensuring their choices hold up to close scrutiny from upper management and investors. The Importance of Workforce Planning Companies often confuse strategic workforce planning with more general annual resource planning.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Budgeting Forecasting 98

Future CFO

AUGUST 2, 2020

Fran Roulston CA, Financial Performance and Planning Manager at KiwiRail shares her three top tips for better communication through integrated reporting to tell a more holistic financial story. The post Communicating value through integrated reporting appeared first on FutureCFO.

Communication 40

Communication Planning 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

PYMNTS

DECEMBER 20, 2019

Apple is reportedly working on a project involving satellite technology to potentially be able to communicate with iPhones without the use of third-party equipment, according to reports. The company has hired satellite and antenna designers, as well as aerospace engineers. Those two used to work for Google’s spacecraft and satellite division.

Communication 52

Communication Budgeting Technology Numbers 52

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

Future CFO

MAY 18, 2023

Jedox announces integration with ChatGPT allowing organisations to leverage generative AI in their integrated business planning (IBP) process. The post Jedox adds ChatGPT capability to integrated business planning appeared first on FutureCFO.

Planning 52

Planning Leverage Communication Finance 52

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

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. In recent weeks, Apple Inc.

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Planning Technology Marketing Transportation 100

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

Centage

OCTOBER 9, 2023

Most companies don’t plan to stay the same or do the same thing forever. Planning is the first step towards achieving growth for any organization, and budgeting is the ongoing process to manage this growth. Planning and budgeting alignment ensures you have what you need to wisely allocate funds for growth.

Budgeting 52

Budgeting Planning Strategic Planning Communication 52

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 69

Planning Communication Finance Marketing 69

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

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

Spreadym

JULY 6, 2023

Before moving on to consider what the pros and cons of Business Continuity Planning are, let's learn what it is. Business Continuity Planning is a proactive approach taken by organizations to ensure their essential functions and operations can continue or be quickly restored in the event of a disruption or disaster.

Planning 52

Planning Prioritization Compliance Communication 52

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

Nerd's Eye View

MARCH 7, 2024

providing hope and motivation, reducing anxiety, promoting wellness) may need to find a comfortable balance between explicitly communicating the intent to provide such services, versus relying on the client to recognize the added benefits as an organic by-product of the advisor's standard process.

Planning 52

Planning Marketing Communication 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

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. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 52

Planning Valuation Benchmarking Sales 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

PYMNTS

DECEMBER 14, 2016

In business, as in life, across all relationships, so much depends on good communication. In the business relationships that make up each link in a supply chain, communication is key in delivering goods and services on time, with clear parameters of who, what, where, when and how.

Communication 70

Communication Invoicing Manufacturing Compliance 70

CFO Simplified

FEBRUARY 6, 2022

A study conducted by the Financial Planning Association shows that within five years of retirement, 60% of advisors do not have a proper succession plan in place. For that 60%, it’s not too late to start planning now. . Plan Years Ahead (not months) . How to Start Planning to Exit Your Business.

Planning 52

Planning CFO Leadership Communication 52

Spreadym

MARCH 9, 2023

Microsoft Excel is a widely used tool for budgeting and corporate planning, but it has several limitations and potential issues when used for these purposes. This can lead to inconsistencies and inaccuracies in the data, which can negatively impact the accuracy of your budgeting and planning. Here are some of the most common issues.

Budgeting 52

Budgeting Planning Auditing Data Analysis 52

Capital CFO LLC

APRIL 9, 2024

In the bustling arena of small business, creating a content plan is not just a nice-to-have, it’s a keystone for success. Content is king, but strategy is […] The post Creating a Content Plan: The Ultimate Step-by-Step Guide appeared first on Capital CFO+.

Planning 52

Planning CFO Communication Marketing 52