Ricardo Porta · From Stalled to Scaling · Growth Leader Interview: Dan Futter and Riccardo Porta
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established a monthly S&OP (sales and operation planning) cadence to align cross-functional trade-off decisions and scenario planning
“So I think it's really important for smaller companies to establish clear metric definitions, data ownership, decision rights, and an honest driver-based forecast and a cadence that is connecting strategy to resources.”
“We not only stress test to show families how their retirement plan holds up in a variety of scenarios... when people see that their plan still works when bad things happen, that's when fear starts to fade.”
“Pick a broker or EBC who also has aligned interests with you, the plan sponsor.”
“We also always build in a cadence, whether that's weekly, monthly, or quarterly, with our customers to review.”
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