Mainsail

FEBRUARY 7, 2024

Our team, comprised of seasoned executives in vertical SaaS, provides holistic operational support, playbooks, and best practices that enable our Team Cos to achieve their visions. Our commitment is to empower software companies to thrive and succeed in their unique domains. Together, we aim to thrive on this journey of growth.

Investing 52

Investing Best Practices Education Prospects 52

FMG

OCTOBER 2, 2023

However, many financial advisory firms have hesitated to start utilizing video marketing – either not knowing how to start or believing that it wouldn’t be a good investment of their time since their prospects aren’t spending time on YouTube. It is important to understand how your clients and prospects are using Youtube.

Prospects 52

Prospects Education Consulting Consultants 52

Indigo Marketing Agency

JUNE 22, 2020

Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube Best Practices For Financial Advisors. When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube.

Best Practices 52

Best Practices Prospects Education Investing 52

Sara Grillo

JULY 8, 2022

Last year I also had 68 meetings with 41 prospective clients. A portion of my day is dedicated to management responsibilities, which consist of employee check-ins, troubleshooting any issues, the occasional deep research project, and facilitation a bi-weekly “FP Chat” where we discuss any timely strategies or share best practices.

Prospects 59

Prospects Consulting Consultants Best Practices 59

Indigo Marketing Agency

JUNE 23, 2023

Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. The best advice here comes from Blair Kelly at FMG: “ Simply keep a list on your computer of all the questions your clients and prospective clients ask.

Prospects 52

Prospects Best Practices Education Accounting 52

Indigo Marketing Agency

DECEMBER 17, 2024

Get started with these actionable tips and best practices. By integrating thought leadership and advisor-specific insights, your content feels authentic, creates an emotional connection, and builds trust with prospective clients by tapping into their unique needs and interests.

Leveraging 52

Leveraging Best Practices Education Prospects 52

The Motley Fool

FEBRUARY 7, 2024

While we were acknowledged across our HCM suite, the core leadership framework that we launched a year ago won gold for the best advance in online coaching tools. The framework enables customers to evaluate the efficacy of their leaders, reinforce leadership best practices, and to trigger development paths based on areas of growth identified.

Leveraging 147

Leveraging Banks Education Accounting 147

Zajac Group

FEBRUARY 7, 2023

Even if you’re familiar with the concept of a 10b5-1 plan, you may benefit from some of our best-practice insights. Implementing the plan on a portion of your shares can offer flexibility on shares not in the plan and may help to better signal your belief in the long-term prospects of your company. Avoid hedging against a plan.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Liabilities Best Practices Education 52

The Motley Fool

AUGUST 6, 2024

This includes placing and receiving Orders while also providing a space for consumers to ask questions and to educate them on our product assortment, pricing, and delivery components. As we roll out our proven best practices across other countries, we are seeing positive results. million and net change in working GAAP was $6.7

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

NOVEMBER 3, 2023

For those of you who are not familiar with our Presidents' Meeting, it is an annual event Main Street hosts for which we invite our lower middle-market portfolio company leaders to Austin for a two-day event to network and relationship-build, share best practices, learn from each other, and benefit from being part of Main Street's portfolio.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

FMG

FEBRUARY 28, 2024

The Wilde Wealth Way podcast is a great website addition and makes it easy for clients and prospects to get more insight into financial topics and Wilde Wealth Management itself. Everything from stock market performance to general financial education and tips.

Consulting 52

Consulting Consultants Education Prospects 52

Indigo Marketing Agency

AUGUST 15, 2024

Common objectives include: Increasing brand awareness Generating leads Converting prospects into clients Retaining existing clients Understanding your goals will help you prioritize spending, measure the results of your marketing efforts, and make adjustments as needed. Allocate 5-10% of your budget for these tools.

Best Practices 52

Best Practices Education Funds Leveraging 52

Indigo Marketing Agency

JULY 13, 2024

It’s also important to remember that you may receive more prospective client inquiries, but if they’re not actually converting into clients or they don’t align with the ideal clients you’re trying to attract, something is off. Posting just to post won’t increase your followers or convert prospects into clients. Want to hear more?

Collateral 52

Collateral Prospects Best Practices Education 52

The Motley Fool

AUGUST 8, 2023

We have been successful recently in driving better reimbursement in our rare disease and women's health businesses, and have used our best practices from those efforts to assist in this regard. We are committing the necessary resources and these efforts are comprehensive. So that's what we're going to be striving for. I understand.

Capital 130

Capital Debt Leveraging Companies 130

Don Connelly & Associates

SEPTEMBER 23, 2024

As you might already know, financial advisors need to be good business people to succeed, which entails having a solid business plan, creating an ideal client profile, developing project management skills, and acting and thinking like a CEO.

Best Practices 52

Best Practices Prospects Education Investing 52

The Motley Fool

MAY 20, 2024

After we helped the customer remediate and get back online, we were able to educate the customer on the benefits of platformization. We've just started going down this journey, and of course, if prospects get better, we will be happy to update our targets in the future. We'll see what happens in Q4.

Leveraging 130

Leveraging Banks Consulting Consultants 130

The Motley Fool

NOVEMBER 3, 2023

Staying with the topic of governance and consistent with corporate best practice, we've maintained a regular cadence of board refreshment. Combined with the prospect of deploying a significant amount of capital into a high-quality, long-term regulated investment, it's no surprise to me that the process has generated strong interest.

Financing 100

Financing Finance Taxes Shareholders 100

The Motley Fool

AUGUST 7, 2023

And while CMS has not given any early signs of how they plan the transition from temporary to permanent, we remain very optimistic about our prospects of landing in the highest APC. Any statements contained in this call, other than the statements of historical fact, are forward-looking statements.

Banks 214

Banks Accounting Education Prospects 214

The Motley Fool

FEBRUARY 14, 2024

And we've also progressed our mine education system, our trial mine training centers, as we call them in South Africa, to make sure that everyone that joins us goes through a proper induction and make sure that we -- they really understand and are skilled enough to do the job. And what we've done is we've got them all around the world.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Capital Prospects 130

The Motley Fool

NOVEMBER 8, 2024

Education continues to prosper well. As well as we're doing, we continue to face a well-understood macro dynamic in our education business, specifically related to limits on foreign students imposed by the Canadian government with potential future actions by the Australian government. I'll start with education, our largest vertical.

Education 130

Education Banks Capital Shareholders 130

Axial

FEBRUARY 27, 2024

Argonaut looks to partner with management teams to improve operations, implement best practices and generate shareholder value. We seek to invest in businesses with attractive growth prospects and high quality management teams. Target portfolio company has revenues of $5 to $50 million and EBITDA of at least $1 million.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

NOVEMBER 6, 2024

We feel we have a unique responsibility to leverage our resources and tools to educate and advocate for the policies that are most in line with our purpose of advancing health outcomes for all. I mean, we have specific criteria for what is an attractive new oncologist, new practice, or a new addition to the US Oncology Network.

Leveraging 130

Leveraging Taxes Capital Assets 130

FMG

JUNE 22, 2023

If you need some examples of short-form video ideas you can use as a financial advisor, here are 6 to get you started: Product/Service Teasers Influencer Advertisements Brand Challenges User-Generated Content Behind-the-Brand Videos Educational Videos 4. In fact, 3.3 It’s usually as simple as texting a single word or phrase.

Prospects 52

Prospects Best Practices Education Leveraging 52