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#FA Success Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes

Nerd's Eye View

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

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Why The Common Approach Of “Think It Over” Might Work For Product Sales, But Undermines Service-Based Financial Planning Relationships

Nerd's Eye View

In particular, financial advisors who offer ongoing services to clients can focus on 3 key areas that are unique to service-based sales as part of a successful sales strategy. Read More.

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Extended Planning: Sales Performance Management

Jedox Finance

Sales Performance Management (SPM) is defined as a set of operational and analytical process to help align selling resources with business priorities. The key benefits of SPM automation are: Savings of 3% to 5% in sales compensation expenses & over payments. Data-driven analytics to speed up decisions and actions.

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How to Optimize Marketing and Sales Operations

Jedox Finance

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge.

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How to Extend Your Planning Solution with Sales Performance Management

Jedox Finance

In our first post in this blog series, we discussed the benefits of automating Sales Performance Management (SPM) and the related challenges. Sales Compensation Management is the most critical business function within SPM. Paying sales teams accurately is the primary objective of any sales compensation software.

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Components of a Successful Sale Transaction

VCFO

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. buyer) is only achieved through careful planning and an unbiased look at the business. Personal Transition Planning. Planning for the end goal needs to be carefully considered. More on this later.

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Using Modern FP&A for Workforce Planning: A Critical Component of Your Operational Plan

Centage

Workforce planning is important to meeting your organization’s strategic vision, but it’s something that many consider a kind of fortune telling. In reality, it’s more science than art, and should be a critical component of management’s operational planning – especially during uncertain times. Download the Workforce Planning Toolkit.