Planning, Prioritization, Problem Solving and Profit and Loss

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Planning

Prioritization

Problem Solving

Profit and Loss

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

Nerd's Eye View

JULY 26, 2022

Amy is the owner of Rooted Planning Group, an independent RIA based in Corning, New York that oversees $67 million in assets under management for 175 client households. Welcome back to the 291st episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Amy Irvine.

Planning

Planning Problem Solving Profit and Loss Prioritization

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

Planful

JANUARY 11, 2022

When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. Now is the time for CFOs at organizations of all sizes to lean on AI to plan, budget, and forecast with greater accuracy, speed, and confidence. What does this all mean? 1 – Let AI do the heavy lifting.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Finance Profit and Loss Reconciliations

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Corporate Finance Brief

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

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

Webinars

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