How to Build Strong Client Relationships as FPA Professionals

How to Build Strong Client Relationships as FPA Professionals
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Wondering how to Upscale your Customer relationships as a finance professional? In this session, We discuss the importance of CFOs stepping outside their finance mindset and learning the business from the perspective of other departments, like sales and marketing. We share practical advice on how to build better collaboration by understanding the challenges and operations of other teams, breaking down silos, and integrating into their culture.

Additionally, we will highlight the significance of building trust and competency in relationships. We explain that while finance professionals often focus on showcasing their expertise, the real key to successful collaboration lies in building trust and truly understanding the needs of your client's business.

🔍Here's What You'll Learn:
1. Innovative strategies to lead cross-functional teams.
2. The role of financial insights in supporting company-wide collaboration.
3. Practical tips for breaking down silos and building a collaborative culture.
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Resources: 👇👇
💻Learn About Finance Business Partner Program:
http://www.thefbpteam.com/
🤝 Schedule Free Consultation at: https://tiny.cc/FreshStart
📗Learn About Fresh FP&A Services https://freshfpa.com/what-we-do/
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Contact Us on LinkedIn:👇👇
💼 Follow & Connect with Chris Ortega at :   / chriseortega  
💼 Follow & Connect with Fresh FP&A at :   / freshfpa  
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📸Instagram:   / freshfpa  
✨Facebook:   / freshfpa  
💼LinkedIn:   / freshfpa  
🐦 Twitter:   / freshfpa  
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🤗 Subscribe to Our Channel 👇👇
   / @freshfpa  
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Elevate your finance swagger by heading over to Fresh FP&A (https://www.freshfpa.com) now or click on the link below to check out our Shopify store. 🔥

Shop now 👉 https://freshfpa.myshopify.com/collec...
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⌚Timestamps
00:53 What is Fresh FP&A
03:25 How to Think Like Your Client
07:14 How to Communicate with Clients
12:16 Overcoming the Typical FPA Practices
13:41 Key to Building Relationships with Clients
17:18 Importance of Asking Questions from Clients
20:51 Quantitative vs. Qualitative Service in Finance
24:30 Engage with Your Clients for Better Relations
26:40 How to Provide Value with FP&A Services
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