Susan Danzig, San Francisco Bay Area Business Management Consultant, is pleased to announce Business Coaching Services for Financial Advisors and Financial Planners. The coaching programs are designed to help financial services professionals grow their business with specialization. For any financial advisor or planner, it is important to understand who an ideal client is and how…
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Digitization has a fundamental impact on every business, and it is estimated to be strongest on financial planning and analysis (FP&A). Most business units still look at FP&A professionals to lay out the company’s goals and map out a company’s financial future. According to IBM, more than 50 percent of finance professionals use traditional Microsoft…
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