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 56

Planning Education Leverage Technology 56

CFO Plans

JANUARY 6, 2025

To navigate this transition smoothly, you’ll need to focus on financial planning for solopreneurs, ensuring that your business is financially poised to embrace this change. Start your financial journey with expert guidance from CFO Plans. Develop a comprehensive onboarding plan that aligns with your solopreneur growth strategies.

Planning 52

Planning Budgeting CFO Leverage 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

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 234

Manufacturing Leverage Technology Planning 234

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 90

Leverage Planning Securities Numbers 90

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 92

SAP Compliance Leverage Invoicing 92

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

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

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

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 228

Leverage Planning Marketing 228

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

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Tax Planning 96

Tax Planning Practice Management Planning Communication 96

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 52

Planning Leadership Leverage Sales 52

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

MARCH 10, 2025

With the looming threat of client payment delays, businesses must embrace comprehensive CFO Plans to safeguard their financial health and ensure operational continuity. By having a contingency plan in place, such as leveraging short-term credit facilities, they can seamlessly maintain payroll obligations.

Economics 52

Economics CFO Risk Management Leverage 52

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

JUNE 28, 2023

One of the key steps in the financial planning process is presenting the plan to the client, which has traditionally been done as part of a single 'plan presentation' meeting that takes place once the advisor has gathered and analyzed all of the client's data.

Planning 98

Planning Education Leverage Technology 98

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

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

E78 Partners

FEBRUARY 26, 2025

Yet, many PE-backed companies struggle with financial planning and analysis (FP&A), which creates barriers to achieving growth targets, cash flow clarity, and operational alignment. Executives rely on FP&A for backward-looking analysis rather than proactive scenario planning. Use operational KPIs (e.g.,

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Cash Flow Forecasting Forecasting Financial Modeling 59

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 245

Communication Leverage Forecasting Manufacturing 245

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

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 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

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

DECEMBER 24, 2024

And so, whether you’re interested in learning about how writing a book can be an effective advisor marketing strategy, the different ways to leverage a book to attract clients, or how to write a book without having to take a sabbatical, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Paul G.

Communication 98

Communication Leverage Marketing Accounting 98

CFO Plans

DECEMBER 16, 2024

This journey demands strategic foresight and a commitment to leveraging professional financial guidance to achieve long-term success. These services provide a holistic approach, encompassing everything from daily transaction management to financial planning and risk management.

Accounting 52

Accounting CFO Leadership Prioritization 52