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So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.
In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.
What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.
Transformation: not the number one priority According to Gartner , CFOs and finance leaders are prioritising metrics, analytics, and reporting as their primary focus areas, emphasising the critical role of technology in enhancing business performance.
Cash flow isn’t just about balancing numbers - it's about ensuring your organization is positioned for both immediate stability and long-term success. Go beyond traditional forecasting models, identifying key leverage points within your organization for liquidity, even in the most challenging environments.
The next logical step might be to take your company to international markets by listing on a foreign stock exchange. Create a clear reporting timeline for all markets and set internal deadlines that are ahead of the official ones. Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity.
Mean reversion : I am not a knee-jerk believer in mean reversion, but the tendency for numbers to move back towards averages is a strong one. Counter made-up numbers : It remains true that people (analysts, market experts, politicians) often make assertions based upon either incomplete or flawed data, or no data at all.
Identifying and Overcoming Ethical Dilemmas in Business In the corporate world, numbers might drive decisions, but values define leadership. For CFOs, these challenges can come from external pressures like market demands or internal dynamics such as stakeholder expectations. Consider implementing anonymous reporting systems.
What's unique about Troy, though, is how his firm's emphasis on driving organic growth through a multi-pronged marketing strategy, including a radio show, in-person seminars, and most substantively and scalably, a YouTube channel, that has allowed the firm to grow its AUM from $85 million to $750 million during just the past 5 years.
This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.
Customer service should be fit for a king," Burger King exclaimed in a video about the guerilla-marketing campaign. Daniel Schröder, marketing director at Burger King Sweden and Denmark, told Adweek that the new social media push grew out of an effort to fix the chain’s own online communications with guests. Even our old friends.".
Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.
SAP Joule was also identified by Bramasol as a prime example of leveraging embedded agentic AI in our post on Trends to Watch in 2025. Through the RISE with SAP program and complementary tools, businesses can leverage AI to enhance their digital transformation journeys and to streamline operations and drive efficiency.
If you are in that group, the sovereign CDS market offers market-based and real-time measures of sovereign default risk, although for only 80 countries, and the map below reports the sovereign CDS spreads, as of June 30, 2022 : Source: Bloomberg. Country Risk: Equity Risk .
Indonesia is a substantial and growing market for us. A Country Of Superlatives Joel Shen, a lawyer based in Jakarta and Singapore, who heads Withersworldwides technology practice in Asia, boasts that Indonesia is a country of superlatives and is an attractive investment destination with a number of very clear advantages.
Integrated AI and e-commerce with digital marketing. Modern ERP should leverage artificial intelligence (AI), and provide digital marketing automation to gain insights into the end-to-end customer journey. Instead, you should determine your total cost of ownership (TCO). Typically:
Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Read More.
For example, if a company aims to expand online sales, FP&A teams analyze marketing costs and expected revenue to determine budget allocations. Adjust forecasts regularly to reflect market conditions. Leverage FP&A software for real-time tracking and forecasting. Track key metrics like revenue, expenses, and cash flow.
By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments.
The ability to analyze numbers and translate them into actionable strategies has always intrigued me. Early in my career, I realized that finance is not just about managing numbers—it’s about empowering organizations to make informed decisions, optimize resources, and achieve long-term goals.
During this period, Splunk navigated a complex transition from on-premise software to cloud-based solutions, forcing the team to reevaluate pricing, infrastructure, and market strategies. But numbers alone dont drive results. Focuses on flexible planning to adapt quickly to market shifts and technology transformations.
In the first five posts, I have looked at the macro numbers that drive global markets, from interest rates to risk premiums, but it is not my preferred habitat. The second set of inputs are prices of risk, in both the equity and debt markets, with the former measured by equity risk premiums , and the latter by default spreads.
In the latest episode of A Modern Nonprofit Podcast, host Tosha Anderson sits down with Howard Levy, branding and marketing strategy expert from Red Rooster Group , to discuss the importance of brand strategies for nonprofits and how organizations can keep their brands relevant in today’s rapidly changing landscape.
With market volatility, digital disruption, and regulatory uncertainty appearing to be the norm rather than the exception in 2025, finance leaders will be hard-pressed to accelerate transformation initiatives and get them up and running quickly. Moreover, the importance of storytelling in data intelligence cannot be overstated.
Yet, this perception often differs from the view of the market. As a business owner, understanding the underlying drivers of genuine, market validated value in your enterprise empowers informed decisions. This is a critical number used in valuing companies. Discussion of several common adjustments follows.
Debt markets were busy last year, but 2025 is off to a slow start as issuers take a wait-and-see approach. Debt capital markets enjoyed a 36% surge in total deal volume in 2024 compared to 2023, according to Dealogic. Japan was the only major market to decline, by 3%. of total global market share, as per Dealogic.
Thats half the number from the previous year. AN Africa Absa Africa is becoming a high-value frontier market. Absa Bank, a major M&A house with a presence in 10 markets, continues to facilitate most of the dealscutting across divestitures, cross-border transactions, take-privates, leveraged buyouts, and others.
We invest in optimizing processes and leveraging advanced technologies like AI to improve efficiency. McAlpine: Finastra is a recognized market leader in trade finance, supporting over 200 banks globally with award-winning solutions. Global Finance: How does Finastra stay ahead of the curve in trade finance innovation?
Turning back the clock, Seymour tells us her initial focus was runway optimizationa disciplined approach to spending and resource allocation that helped the business thrive in uncertain market conditions. Looking back, Seymour tells us she has consistently applied a storytelling through numbers philosophy.
Learn How to Maintain Financial Resilience even when guest numbers dwindle. Innovative Strategies for Seasonal Businesses Embracing strategies that enhance financial resilience in seasonal markets can be a game-changer. Preparing for the Off-Peak Season Preparation is the secret sauce in seasonal revenue management.
Within infrastructure, one of the key focus areas is leveraging multimodal transport infrastructure to reduce logistics costs, thereby improving India’s overall competitiveness. However, a number of policy reforms are essential for creating a sustainable private investment eco-system, many of which are outside the purview of the budget.
Analytical Thinking: Turning Data into Actionable Insights Numbers may tell a story, but without analysis, they’re just noise. It’s not just about seeing the numbers—it’s about understanding their story. Implement advanced analytics tools to visualise data and uncover hidden opportunities.
The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. The listed bond market is one place where RMB dominates, having arranged $1.9 In 2024, NBD ranked eighth in the Middle East and Africa for debt capital markets and fifth for IPOs, according to Dealogic.
Yet the officer cut him off, bluntly telling him to figure out the (numbers) first, then we can talk strategy. Ishaq admits the numbers he had inherited were somewhat messy. He believes finance leaders create the most impact when they go beyond reporting numbers to envision whats possibleand then rally others around that vision.
It’s not just about numbers on a spreadsheet; it’s about making those numbers work in the real world, driving business growth, and making a measurable impact. For instance, if your goal is to increase revenue, identify specific, attainable targets like expanding into a new market segment or increasing customer retention by 10%.
Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.
It provides a centralized repository where asset details such as make, model, serial number, location, and ownership can be stored and accessed. There are affordable alternatives with a proven ROI for TEM in the market. The post Leveraging ServiceNow ITSM for Telecom Expense Management (TEM) appeared first on E78 Partners.
Which suggests that while advisors might be hesitant to publish their fees on their website before being able to meet face-to-face with prospects, doing so (and linking the fees to the value proposition they offer their ideal clients) could help certain consumers overcome their reluctance and start the process to becoming clients! Read More.
Jessica Low In 2003, we continued our transformation leveraging advanced and predictive analytics, and business towards process excellence and efficiency, Low said, sharing their journey towards a holistic transformation focused on technology, people, process, and organisational change. It's quite a challenge, though.
Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.
A new study from the Chinese University of Hong Kong (CUHK) Business School found that the smart contract audit market is thriving, with new technical audit firms leading this. The research provides valuable insights into the factors driving the growth of this market and the role of audits in mitigating risks for investors.
Below are the key takeaways from this insightful discussion: The Foundation of a Strategic Vision Roger shared that a successful strategic vision starts with identifying the “magic numbers” for a business. At CFO Centre, we talk about “magic numbers.” Then we ask, how do we get there?
A large number of professionals are leaving their current roles for work life balance and increased compensation despite tenure and growth potential in their current roles. This is contributing to one of the most competitive finance and accounting talent markets in over a decade.
At the same time, the study found that potential breakaway brokers view the operational and compliance requirements of transitioning to and doing business as an RIA as a major concern, which could lead some of them to either leverage the growing number of service providers available to RIAs, or perhaps join an existing corporate RIA platform to take (..)
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