In this episode of FinPod, we discuss how to get started with building a financial model. We address common issues beginners face – like too quickly relying on Excel – and provide tips to streamline the model-building process. Emphasizing the importance of design, we cover the tangible benefits of reverse-engineering financial modeling problems and working backwards from the outputs. Get advice on how to create efficient, effective models. Tune in to get inspired when starting a financial model.

In this episode of FinPod, we speak with Chris Ortega, the CEO of Fresh FP&A. Chris shares his journey from a marketing major in college to a seasoned finance executive, eventually founding Fresh FP&A. Chris emphasizes the evolving role of technology in finance, highlighting how tools like RPA, predictive analytics, and machine learning can enhance the efficiency value of finance teams. Listen in to gain valuable insights into CFO responsibilities and the essential skills needed to succeed in finance.

In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. We emphasize best practices for effective goal-setting and how structured financial plans can realize your clients’ objectives. Tune in to gain insights and a deeper understanding of how the core components of a financial plan add value for your clients.