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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

As technology crunches the growing volumes of data, soft skills like critical thinking, problem-solving, and communication will become crucial for Finance to succeed. #1 But as new technologies enable more companies to increase efficiency and profits, the pressure to adopt will soon reach a tipping point.

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Etsy: From Hot To Not To Hot Again

PYMNTS

A pretty impressive feat, considering at the time of its IPO Etsy wasn’t actually profitable yet. The firm at the time of its IPO may not have had profits, but it did have 54 million active members on its site globally (up from 1 million members when it started in 2008). percent. “My Well perhaps that is a bit overly enthused.

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Why Do Nonprofit Accountants Quit?

The Charity CFO

Tosha Anderson: So, um, we talk to a lot of an individuals we help problem solve. Um, and more importantly, we talk about that transition plan for a lot of nonprofits that are dealing with, uh, the loss of their accountants. I, I know what many people probably thinking, oh, we use are for-profit that doesn’t make sense.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. In fact, we probably would have been much more profitable.

Planning 130
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Transcript: Michael Lewis on SBF & FTX

Barry Ritholtz

So he goes from m i t to Jane Street Trading, which is a high frequency trading shop where it’s really partly about math, but mostly about probabilities and problem solving and gameplay where he excels. And the problem is the international markets stayed down, but the US stock market popped 00:25:00 [Speaker Changed] Back up.

Math 60