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

Nerd's Eye View

Just a few decades ago, giving financial advice was largely a manual process – printing lengthy financial plans, processing physical checks, and managing paper files. AI offers exciting possibilities as a brainstorming partner, editor, and copywriter.

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Five “Self-Persuasion” Questions To Connect With Prospects Who Say They’re Interested… But Aren’t Moving Forward

Nerd's Eye View

For these clients, connection and understanding are often more important than problem-solving, and advisors who focus too quickly on identifying potential future issues risk alienating these prospects. One effective way to facilitate this self-discovery is through self-persuasion questions.

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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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Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self”

Nerd's Eye View

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning. Read More.

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Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession. Some programs emphasize technical expertise, while others focus on communication skills needed to engage effectively with clients.

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How to Prepare Your Finance Team for Growth 

CFO Talks

Understand Your Teams Starting Point Before planning for growth, its essential to know where your team currently stands. This understanding helps you identify training needs and create tailored development plans. Not only does this make your department more efficient, but it also builds problem-solving and leadership skills.

Finance 52
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Financial Reports That Don’t Age Like Milk: The Power of Real-Time Data 

CFO Talks

Whether you’re a finance professional, business owner, or decision-maker, understanding how to leverage FIS can mean the difference between reactive problem-solving and proactive success. This shift allows businesses to move from reactive decision-making to proactive planning.