Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Planning 59

Planning Education Leverage Technology 59

Nerd's Eye View

MARCH 11, 2025

Lorie is the wealth manager of Fearless Financial Advisors, a dba of hybrid advisory firm Fidelis Wealth Advisors based in Castle Rock, Colorado, where Lorie personally oversees $30 million in assets under management for 88 client households.

Leverage 52

Leverage Leadership Planning 52

Future CFO

SEPTEMBER 5, 2024

Conversely, according to Young, organisations that embrace the essence of ESG early on have a higher chance of turning these risks into opportunities: via upfront business planning, creating an early competitive advantage and establishing a 'sustainability equity' with their key stakeholders.

Leverage 98

Leverage Profit and Loss Compliance Finance 98

Nerd's Eye View

FEBRUARY 4, 2025

What's unique about Cristina, though, is how her firm supports clients in the so-called "sandwich generation" by both creating a financial plan for the clients' personal financial needs and goals, and by addressing (often with a separately paid add-on financial planning engagement) the financial issues facing their aging (and frequently less financially (..)

Leverage 91

Leverage Planning Securities Numbers 91

Bramasol

NOVEMBER 11, 2024

Data-Driven Decision Making: The integration of advanced analytics and machine learning capabilities in cloud ERPs enables organizations to leverage their data more effectively, leading to better decision-making processes. Remote Access and Collaboration: The rise of remote work has highlighted the importance of having accessible systems.

SAP 93

SAP Compliance Leverage Invoicing 93

Navigator SAP

APRIL 12, 2024

Central to this revolution are connected devices and the wide availability of cloud-based enterprise resource planning solutions (ERP) that help businesses overcome ERP adoption challenges that limited digitization and the use of full-featured ERP technology previously.

Manufacturing 249

Manufacturing Leverage Technology Planning 249

Navigator SAP

NOVEMBER 10, 2023

By leveraging an enterprise resource planning solution (ERP), however, cell and gene therapy companies can greatly simplify the process. For life sciences businesses focused on cell or gene therapy, these clinical trials are business-defining. They also can be complex to manage properly.

Leverage 245

Leverage Planning Marketing 245

Global Finance

DECEMBER 26, 2024

The deal also aligns with Nippon Lifes mid-term business plan, which emphasizes global expansion and aims to double group core operating profit by 2035. The proposed acquisition underpins Nippon Lifes long-term strategy, and serves as a blueprint for leveraging international acquisitions to drive growth.

Leverage 111

Leverage Finance Investments Marketing 111

Nerd's Eye View

SEPTEMBER 26, 2023

What's unique about Bridget, though, is how, as a solo advisor, she found herself overwhelmed with the pressures of having to manage different aspects of her business while also providing great service to her clients as she quickly grew to $77M of AUM in 7 years, and has decided to not to "scale" her firm by hiring more advisors but instead leverage (..)

Leverage 98

Leverage Planning Compliance Investments 98

Nerd's Eye View

NOVEMBER 16, 2023

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it actually means to scale an advisory business, why doing so necessarily requires more staff support, and how scaling a firm is different than merely finding ways to best leverage a firm owner's time.

Leverage 98

Leverage Communication Numbers Investments 98

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Leverage 98

Leverage Education Planning Communication 98

Fpanda Club

JANUARY 23, 2025

Detailed workforce planning and head count analysis Hiring, onboarding, and managing personnel are typically the responsibility of human resources departments, rather than FP&A. Moreover, FP&As scenario planning capabilities can enable organizations to evaluate best- and worst-case outcomes before committing to a transaction.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Nerd's Eye View

FEBRUARY 25, 2025

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

Planning 59

Planning Leadership Leverage Sales 59

Future CFO

FEBRUARY 14, 2025

Addressing such gaps is crucial for the organisation, including the Finance function, as it can impact cost planning and decision-making processes. The ability to integrate AI into financial planning also means we are seeing improved efficiency, allowing Finance teams to focus on strategic initiatives rather than administrative tasks."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

CFO News Room

JANUARY 3, 2023

Welcome back to the 314th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Sue Chesney.

Planning 130

Planning Education Leverage 130

Future CFO

DECEMBER 22, 2024

When planning your implementation, think beyond compliance. Leverage Cloud-Based Solutions : Cloud platforms offer flexibility, scalability, and security, making integration smoother. Fraud Reduction Standardized formats and real-time verification by tax authorities significantly reduce fraudulent or fake invoices.

Invoicing 98

Invoicing CFO Compliance Auditing 98

The Finance Weekly

JULY 14, 2024

Are you planning for a Saturday night? How about, planning to buy a house in the next five years? That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

CFO News Room

DECEMBER 1, 2022

As financial planning has evolved over the years, better tools have become available to help advisors maximize their impact with more clients by increasing their efficiency. robo-advisors) might someday replace human advisors, there are still many elements of financial planning that benefit from engagement with a human advisor.

Technology 130

Technology Planning Investments Leverage 130

CFO Plans

OCTOBER 29, 2024

Strategic Budget Planning as a Success Blueprint The journey to financial stability begins with strategic budget planning. Negotiating favorable payment terms and leveraging early payment discounts are strategies that optimize cash reserves.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Future CFO

DECEMBER 29, 2024

She points out that finance is no longer just about metrics and measurements but about leveraging technology to gain insights that support strategic initiatives. This includes scenario planning, advanced forecasting, and data visualisation techniques that help stakeholders understand complex financial data, she adds.

Finance 98

Finance Compliance Data Analysis Leadership 98

CFO Plans

NOVEMBER 4, 2024

In today’s dynamic financial landscape, Discover Strategic Financial Planning Solutions that are more than a necessity; they’re the backbone of sustainable business growth. By understanding the return on investment, companies can ensure that their financial planning aligns with their growth objectives.

CFO 52

CFO Cost Management Leverage Planning 52

Nerd's Eye View

JANUARY 23, 2025

Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. In fact, AI currently seems most likely to develop into a tool that advisors can use in many parts of practice.

Communication 97

Communication Leverage Marketing Planning 97

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market.

Banking 105

Banking Finance Leverage Technology 105

Nerd's Eye View

JANUARY 30, 2024

return in new onboarded client revenue for every $1 spent in marketing.

Leverage 98

Leverage Compliance Investments Marketing 98

Navigator SAP

MARCH 11, 2022

Enterprise resource planning (ERP) solutions have been around for decades, so you likely have a sense of what they can do. Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? Why change what isn’t broken?

Communication 246

Communication Leverage Forecasting Manufacturing 246

CFO Thought Leader

DECEMBER 1, 2024

In this episode of Planning Aces , Jack Sweeney and Brett Knowles share insights from CFOs Sandra Wallach (Amprius Technologies), David Morris (Guardian Pharmacy Services), and David Eckstein (Vanta). David Morris (Guardian Pharmacy Services): Shares Guardian’s journey to IPO, emphasizing data infrastructure and rigorous planning.

Technology 52

Technology CFO Leverage Finance 52

Nerd's Eye View

SEPTEMBER 20, 2023

30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. Read More.

Planning 98

Planning Technology Investments Leverage 98

Nerd's Eye View

MARCH 17, 2025

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. At the same time, AI Meeting Notes tools themselves continue to evolve rapidly.

Leverage 59

Leverage Technology Planning Compliance 59

CFO Plans

DECEMBER 2, 2024

Leverage Financial Insights in Hospitality In the hospitality industry, leveraging financial insights is essential to remain competitive. These professionals offer strategic advice on financial planning, risk management, and business expansion.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

Global Finance

NOVEMBER 1, 2024

The brand is part of its Green Financial Plan, which aligns with China’s national strategy of achieving “carbon peak and carbon neutrality.” By leveraging its entire operation, BOC has positioned itself as a global leader in green finance. Bank of China (BOC) continues to play a pivotal role in green finance.

Finance 98

Finance Banking Risk Management Construction 98

Nerd's Eye View

DECEMBER 5, 2023

So, whether you're interested in learning about how to build associate advisor compensation plans and career tracks, how to leverage a multi-faceted marketing approach to generate client leads, or what it looks like to roll up into a larger RIA, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Jeff Brown.

Planning 98

Planning Leverage Budgeting Marketing 98

Nerd's Eye View

APRIL 15, 2025

million U.S. dollars in revenue, and how Cameron's willingness to just meet and get to know other advisors, businesses, and content creators, without having a specific goal in mind, has led to multiple serendipitous business opportunities throughout his career.

Planning 52

Planning Leadership Investments Leverage 52

Navigator SAP

JULY 15, 2022

Enterprise resource planning (ERP) solutions are crucial for enabling the digital backbone of modern business. Most ERP systems offer affordable prices and subscription plans that suit the size of any company—even small and midsize organizations whose budget constraints makes an upfront investment in high-cost software impossible.

Budgeting 228

Budgeting Leadership Communication Leverage 228