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#FA Success 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm, With Amy Irvine

Nerd's Eye View

In this episode, we talk in-depth about how after working for years in the financial industry, Amy realized there was a missed opportunity in working with career-driven Gen X women like her and decided to focus on serving that type of clientele she knew so well, how the initial fear of launching a firm on her own initially led Amy to partner with another (..)

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10 Tips CFOs Can Use to Put AI in Finance to Work Today

Planful

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. And as the economic recovery continues and business operations slowly return to normal, the digital surge shows no signs of slowing down. 1 – Let AI do the heavy lifting. But what happens to humans when the bots take over?