Other Resources
This page provides a list of additional resources you might find helpful (updated on an ongoing basis)
This webpage may contain affiliate links, which means if you make a purchase using one of the links below, I may receive a small commission. The good news is it costs you the exact same if you were to Google it, but helps me grow my business and continue sharing these valuable resources, a win-win!
Finance Resources ⤵️
Wall Street Prep
Financial Modeling Courses
If you can't find a course you need on this website then check out Wall Street Prep. They're one of the best in the business and have an amazing library of self-study financial modeling courses. They taught me in 2009, I know the Founder, and can vouch for them personally.
Office Hours
Career Coaching
It was nearly impossible for me to find help when I interviewed for Private Equity. Office Hours is a 1:1 coaching marketplace that helps people break into investment banking, private equity, venture capital, hedge funds, and other high finance careers. You automatically get 15% off when you use my link!
Genius Sheets
Data Automation
Stop copy/pasting CSVs like an amateur and integrate QuickBooks data directly into your financial model. In addition you can generate reports, financial models, and instant analysis from Text Prompts powered by AI.
FP&A Bootcamp
by Christian Wattig
If you're not a "self-study person" then this could be perfect for you: a two-week, LIVE workshop via Zoom. Christian has taught FP&A to Procter & Gamble, Unilever, and Squarespace. He created this course for finance professionals and accountants who want to develop their FP&A skills in a live, community-like environment. The best part? You can use my coupon for $50 off! Just enter "ChrisR50" at checkout.
FP&A Today
Podcast by Paul Barnhurst
FP&A Today is the podcast for Financial Planning and Analysis. The weekly show dives into the challenges and opportunities within the world of FP&A, interviewing FP&A leaders, CFOs and other finance pros in order to give you the freshest insights and takeaways. I know Paul personally and he does an awesome job -- this is a great listen.
Strategic Resources ⤵️
Thinkific
Course Creation
Ever thought about building your own course but don't know where to start? I found Thinkific several years ago and it's been a game changer for my business -- you can easily create, upload, and market your courses all in one place. It's a huge part of my business and it's helped me generate over 6 figures in passive income, I can't recommend it enough.
Convertkit
Email Marketing
Simply put Convertkit is my favorite platform for email marketing. I used to use MailChimp and converted everything over in 2022 and never looked back. One of my favorite benefits is you can use their physical address as the location in your emails, so you never have to worry about setting up a digital PO Box or accidentally putting your home address out there.
Motion
AI Scheduling
I have finally found productivity software that makes my life better instead of worse. Motion uses AI to automatically manage my schedule for me. I just enter a task and corresponding priority, and Motion inserts into my calendar around all my existing meetings. If I miss something, it automatically re-schedules it. I refer to it everyday and just knock stuff out in the order it specifies. Saves me from all the stress of multiple to-do lists and notifications, etc. Definitely check this one out.
TextBlaze
Text Automation
Your clipboard on steroids. TextBlaze saves me so much time with things I type over and over again (think email templates, email addresses, follow-ups, etc.). I just use a forward slash ( / ) followed by a shortcut key and everything auto-populates. This only scratches the surface, there are forms, IF/Thens, and other dynamic content you can build to save a ton of time. /check = check it out today!
