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The 7 frameworks every productive finance leader uses
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Hi Reader, What if you could 10x your team’s productivity—without burning them (or yourself) out? I just dropped a new video walking you through 7 proven frameworks that top finance leaders are already using to:
You’ll see how to apply simple systems like:
I’ve used them with the 100s of people who worked in my teams—and they work. Best, |
Tips & Insights on Finance & AI
Join 270,000+ Professionals and receive the best insights about Finance & AI. More than 1 million people follow me on social media. Join us today and get 5 goodies from me!
Hi Reader, Getting started with AI in finance feels overwhelming.You try ChatGPT once…, and it gives you a half-useful answer… and then what? Most AI roadmaps are either way too technical—or just buzzwords with no substance. So, I built one that actually makes sense.No fluff. No PhD required. These are just real steps, from “I have no idea what I’m doing” to “I built an AI that reads invoices.” But before I present my AI roadmap to you, I want to let you know about an event coming up next...
Hi Reader, Managing cash flow used to give me headaches - constantly chasing payments, wrestling with messy forecasts, and debating tough expense cuts. But over the years, I've developed a practical system that transformed those headaches into clear, actionable steps. Today, I’m sharing my personal playbook—the CASH system. It’s simple, pragmatic, and, most importantly, it works. Before we dive into my framework, I want to inform you about a webcast you can't afford to miss. Why AI Needs...
Hey Reader, You don’t need a data scientist to start using AI in your finance workflow. Smart finance teams are already tapping into GenAI to automate tedious tasks, simplify data messes, and quickly uncover key insights. Today, I want to share 6 tactical tips you can start using right away. Imagine running cohort analyses in seconds instead of hours or surfacing critical KPIs without digging through endless dashboards. Ready to save hours each month? Let’s dive in. But before that, here's...