Nerd's Eye View

NOVEMBER 17, 2022

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. business goals! And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place.

Strategic Planning 181

Strategic Planning Planning Financial Advisor Communication 181

Steve Sanduski

AUGUST 22, 2023

Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Some of these firms are growing organically, many more are only growing at the rate of market returns.

Strategic Planning 52

Strategic Planning Valuation Investment Advisor Communication 52

SEI

SEPTEMBER 6, 2022

From a lack of organizational infrastructure visibility to system and tool integration to communication, the pandemic caused many organizations to implement more hurried builds, which has created challenges for cybersecurity teams. A well-executed plan for when a cyberattack occurs can significantly impact financials and reputation. .

Budgeting 52

Budgeting Financial Services Healthcare Nonprofit 52