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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.

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

Nerd's Eye View

The key point is that AI and other technological tools can provide significant support, they ultimately cannot replace the empathy and personalized problem-solving skills that form the foundation of the client/advisor relationship.

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How to Prepare Your Finance Team for Growth 

CFO Talks

Not only does this make your department more efficient, but it also builds problem-solving and leadership skills. For instance, if a team member suggests automating a time-consuming task, encourage them to research automation tools and pilot a solution.

Finance 52
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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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Inspired Discovery: Asking Vision Questions To Focus On Clients’ “Ideal Self”

Nerd's Eye View

Beginning discovery meetings by discussing financial concerns can trigger what psychologists call the Negative Emotional Attractor (NEA) – a psychological and physiological state linked to stress, problem-solving, and risk aversion.

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The Finance Leader’s Playbook: Insights from the Journey

Future CFO

Through structured communication and collaborative problem-solving, Wong says he focuses on fostering clarity at every level, eliminating confusion, and driving unified efforts. “Decisions in the C-suite carry significant weight, with ripple effects across the organisation.

Finance 98
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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. Heres how these systems are transforming the way companies operate.