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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. These conversations are often emotional and vulnerable, requiring a sense of safety built on years of trust that technology simply can't replicate.

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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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Embracing Flexibility in Leadership Roles: A Skill Every CFO Needs 

CFO Talks

Instead, it’s the ability to adapt to challenges, consider new perspectives, and adjust plans while keeping the bigger picture in mind. It Builds Stronger Teams Flexibility isn’t just about you as a leader—it’s about fostering a culture where your team feels empowered to innovate, problem-solve, and take ownership.

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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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Profit Leaks and Panic Fixes: How Smart CFOs Solve Problems with Precision

CFO Talks

But navigating complex financial problems isnt just about being good with numbers; its about using those numbers to make smart, impactful decisions. Why Financial Problem-Solving Matters More Than Ever Lets be clear: Financial problem-solving isnt just another skill for a CFO its the skill. Then ask it again.

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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. I completed all my degrees through part-time, online study while working full-time and raising children.

CFO 98
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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. The first category focuses on building financial plans and helps advisors refine their decision-making skills, work through case studies, and develop confidence in crafting comprehensive financial plans.