CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold.

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 20, 2022

Executive Summary. Welcome back to the 312th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Emily Rassam. Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families.

Education 130

Education Planning Numbers Securities 130

Onplan

NOVEMBER 30, 2022

Key features — The top features each platform is known for or has invested in. Key features. Key features. Key features. Key features. Key features. Key features. However, not all FP&A tools are created equal. The 10 best FP&A companies featured in this list are: OnPlan. Table of contents.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52