Embark on a journey of financial mastery as our CFO, Brooke Lively, engages in an insightful discussion about her book, ‘From Panic to Profit,’ on the RIA Podcast with Seth Greene. This podcast, dedicated to registered investment advisory firms and their supporters, explores key challenges entrepreneurs face in understanding business finances.
The conversation extends to building an efficient owner-absent business, emphasizing cash flow forecasting, advocating for proactive hiring aligned with growth, and exploring the strategic tracking of new net engagements for capacity planning.
Key Highlights:
- Understanding the common challenge entrepreneurs face in grasping the financial aspect of their business and the vital need for guidance.
- Significance of creating a business that operates efficiently even in the owner's absence.
- Importance of forecasting cash flow for timely payments and avoiding financial surprises.
- Advocacy for a proactive hiring approach, planning for future growth rather than impulsive decisions.
- Exploration of tracking new net engagements as a metric for assessing company capacity and anticipating future hiring needs.
🤩 Join Brooke and Seth on this transformative financial journey, unlocking insights to navigate business intricacies and empower entrepreneurs for sustainable success. Listen to the episode on: iTunes, Spotify, TuneIn, iHeartRadio, and YouTube
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