The Motley Fool

JULY 28, 2024

By giving away the software code for free, developers have a chance to potentially improve the product quicker than a "closed" software system where only a company's employees have access to alter the code. Outside developers can then make changes to the software, which allows them to improve functionality, fix bugs, or improve security.

Consulting 246

Consulting Consultants Returns Investors 246

The Motley Fool

APRIL 8, 2024

Reports emerged recently that Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , the parent company of Google, has consulted investment bankers and was weighing a bid to acquire HubSpot (NYSE: HUBS) , a pioneer in inbound marketing and a rising star in the field of customer relationship management (CRM).

Bidding 237

Bidding Consulting Consultants Shareholders 237

This is going to be BIG.

JUNE 17, 2024

The decision to fund a company is a combination of a lot of human factors—an assessment of one group of humans by another group of humans, fraught with apples-to-oranges comparisons. Yet, everyone’s got an opinion about how a company measures up, especially the founder. ( If you want mine, I’m doing a little consulting now. )

Startups 165

Startups Consulting Consultants Stakes 165

The Motley Fool

SEPTEMBER 10, 2023

The article quoted CMSPI, a consulting firm that works for merchants, which said the changes could result in an additional $502 million annually in merchant fees. The company disputed the claims in the report and said it has no plans to raise its interchange rates or network fees in the U.S. billion and $23.6 businesses.

Investors 189

Investors Banks Consulting Consultants 189

The Motley Fool

JULY 24, 2024

New technologies tend to follow the Gartner Hype Cycle Consultancy Gartner developed the Hype Cycle to educate clients about a common pattern arising from technological innovations. Some investors are also concerned about market concentration, but the discrepancy persists among the megacap companies.

Stock Market 189

Stock Market Stock Market Education Consulting 189

The Motley Fool

JULY 10, 2024

You aren't just in charge of responding to that email; you're responsible for building the future of your company. For example, if you own a home repair company with a partner, you may want the liability protection of an LLC, while a solo graphic designer might choose a sole proprietorship. How much will you invest in marketing?

Legal 130

Legal Liabilities Consulting Consultants 130

This is going to be BIG.

DECEMBER 5, 2011

One of the inspirations behind the company I started in the career development space was a conversation I had with a Fordham student. Just start looking for blog posts on "10 SEO tips for startups" or "How to write a marketing survey". Welcome to being a paid consultant for something you didn't even know how to do a year ago.

Startups 134

Startups Venture Capital Best Practices Consulting 134

This is going to be BIG.

MAY 23, 2011

there are designers, retail stores, ecommerce companies, fashion media, PR, investors and analysts, manufacturers, etc. 3) Try and identify at least 3-5 companies in each of those buckets in a place where you want to live. 4) Go to Indeed.com and search for the jobs at those companies that require less than 3 years experience.

Startups 136

Startups Consulting Consultants Accounting 136

Indigo Marketing Agency

DECEMBER 19, 2022

He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. . Grace Gong is the founder and host of Smart Venture Podcast where she interviews top tech companies’ founders, C-level/VP-level leaders, and investors about career development.

Education 116

Education Consulting Consultants Financial Services 116

The Motley Fool

SEPTEMBER 11, 2024

I even won the Grand Prize in a contest on Elance/Upwork where I wrote a blog article about why I loved freelancing -- I got paid $10,000 for that single blog post. Beware of HR policies about moonlighting I did not violate any company policies with my freelance side hustle. (I I was triumphant! Nothing could stop me!

Banks 130

Banks Consulting Consultants Accounting 130

This is going to be BIG.

AUGUST 20, 2012

Find people who seem to know what they're doing--whose companies have acheived success. The answer to how you in particular should spend your time is twofold: Consult with your investors, advisors, and peers and where they thing you need to focus your energy--and get on the same page about the balance between near term and long term goals.

Best Practices 160

Best Practices Startups Consulting Consultants 160

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. Stock options are a common form of compensation for employees, particularly in startup companies. In addition to federal taxes, stock options may also be subject to state and local taxes.

Consulting 105

Consulting Consultants Taxes Startups 105

The Motley Fool

NOVEMBER 26, 2023

Let's talk about AI -- not the sci-fi kind, but the real-deal artificial intelligence that's powering some of the most exciting companies in the stock market today. From self-driving cars to smarter streaming, let's uncover how these companies are using AI to not just keep up but stand out in the competitive business world.

Buyout 178

Buyout Banks Consulting Consultants 178

This is going to be BIG.

MAY 5, 2011

The most successful companies have strong boards and so as a good housekeeping practice, why not start acting like a great company as early as possible. VC Blogger Fanboy This geek reads all the blogs religiously and is a lean startup ninja.

Due Diligence 111

Due Diligence Startups Consulting Consultants 111

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Consulting 98

Consulting Consultants Legal Taxes 98

Sara Grillo

APRIL 19, 2024

” I’m going to answer that question in this blog about financial advisors stealing money and how to protect yourself. But here are some resources you may want to grab before you read the blog. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. It is called advice-only planning.

Due Diligence 97

Due Diligence Legal Accounting Education 97

The Motley Fool

MARCH 31, 2024

Altman's company kicked off the artificial intelligence (AI) boom with the launch of ChatGPT in November 2022, and since then it's remained at the cutting edge of generative artificial intelligence. The social media company revealed Altman to be a major investor in its initial pubic offering ( IPO ) paperwork. Altman knows Reddit well.

Investing 130

Investing Consulting Consultants Stakes 130

The Motley Fool

SEPTEMBER 25, 2023

HubSpot 's (NYSE: HUBS) shares have soared 75% this year as the company impressed investors with its robust growth in a tough macro environment. Most of its tools are designed for lower-cost "inbound" marketing campaigns -- such as social media campaigns, viral videos, blogs, and emails -- that drive consumers to seek out brands on their own.

Consulting 130

Consulting Consultants Accounting Investors 130

The Motley Fool

APRIL 6, 2024

The composition of your portfolio and the performance it generates in different market landscapes is more dependent on your risk preferences, investing goals, and the types of companies you generally gravitate toward. The company has been busy incorporating artificial intelligence (AI) mechanisms into its array of services.

Professional Services 130

Professional Services Investing Consulting Consultants 130

Mr. Money Mustache

SEPTEMBER 7, 2022

One sunny afternoon in December 2020, I got an email from the co-owner of a filmmaking company with this title: Feature Documentary – personal finance. Thanks so much, I’m honored, but no thanks, and good luck and maybe I could help out by email just as a casual consultant if you need any ideas.”. The Origin. Well, that failed.

Consulting 100

Consulting Consultants Finance Financing 100

Sara Grillo

MAY 31, 2024

Can you please read this blog so I can teach you about the other things you should be doing? Here are some blogs that can help you be the Beyonce of financial advisor internet marketing, lol: Google tips for financial advisors Financial advisor Google website tips Sample advisor website template Yeah?

Consulting 59

Consulting Consultants Legal Companies 59

Indigo Marketing Agency

DECEMBER 18, 2019

Why Do Financial Advisors Benefit From Working With Marketing Companies? Which Is The Best Marketing Company For You? But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? One-on-One Consulting for Financial Advisors.

Companies 52

Companies Education Consulting Consultants 52

The Big Picture

AUGUST 21, 2024

At The Money: At the Money: Learning Lifecycles of Companies. August 21, 2024) The Magnificent Seven, the Nifty Fifty, FAANG: Each of these were popular groups of companies investors erroneously believed they could “Set & Forget,” put them away forever, and you’re set for life. They’re the normal fate of all companies.

Companies 64

Companies Startups Venture Capital Consulting 64

Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. And now let’s get onto the blog! Financial planning for smaller accounts: is it really possible? Repeatable?

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Can I get a whoo hoo on that?

Consulting 59

Consulting Consultants Due Diligence Education 59

Sara Grillo

JULY 22, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. 1 Non-pyramid based company structure The teams page says it all.

Consulting 59

Consulting Consultants Companies Investing 59

Sara Grillo

DECEMBER 13, 2024

Weeks Associates, LLC, carol@nkwadvisory.com Nectarine Pape Financial Plan for It Financial Scaled Finance Rauschenberger Financial Advisors Ryerson Financial The Wealthy Parent Tucker Wealth Advisory Wealthwyzr Disclosures Please understand that this is not an endorsement of any particular company.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Sara Grillo

OCTOBER 25, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Sara’s Upshot Thanks for reading my blog about crisis marketing for financial advisors. If you get the go ahead, address the situation using this crisis marketing script for financial advisors.

Consulting 52

Consulting Consultants Companies 52

Indigo Marketing Agency

SEPTEMBER 16, 2024

Planning ahead gives you the time to create a strategy that actually works , whether it’s video content, thoughtful blogs, or building an online presence that reflects who you really are. Your clients want to hear from you—not just read a blog or look at a brochure.

Consulting 52

Consulting Consultants Prospects Education 52

Sara Grillo

MAY 31, 2024

This blog discusses what the basic components may be. These blogs may help: Financial advisor marketing plan How to find wealthy clients Financial advisor marketing blogs Yeah? Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.

Consulting 52

Consulting Consultants Assets Accounting 52

Sara Grillo

MAY 24, 2024

-Sara G More blogs I wrote for you about elevator pitches: 9 pitch examples More pitch examples One sentence elevator pitch Did you sign up for my daily newsletter ? Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.

High Net Worth Individuals 52

High Net Worth Individuals Consulting Consultants Prospects 52

Sara Grillo

MAY 31, 2024

” Put buttons on the top of your home page , and at the top and bottom of every blog, where people can input their email to sign up Include a visual snapshot of a highly compelling passage in a past newsletter and make sure it’s a wow, wow, super wow. BOOM – there you go, today’s marketing tip for ya!

Consulting 52

Consulting Consultants Companies 52

Sara Grillo

MAY 24, 2024

So January’s blog would be entered on the marketing calendar as: “When should I expect my tax documents from my brokerage?” Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc.

Consulting 52

Consulting Consultants Taxes Companies 52

Sara Grillo

OCTOBER 7, 2024

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Sara’s upshot Thanks for reading my blog about how one RIA converted to flat fee from AUM.

Consulting 59

Consulting Consultants Assets Investing 59

Sara Grillo

JUNE 17, 2024

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Insurance companies make Bernie Madoff look like a petty thief. Don’t fall for it!

Legal 59

Legal Education Consulting Consultants 59

SEI

SEPTEMBER 6, 2022

Independent trust companies. Insurance companies. The Sphere blog. While this may have been tolerable for managing cybersecurity threats then, today’s hybrid workforce and the need to remotely and securely access critical business data changes the approach companies must take to protect their organizations. Cybersecurity.

Consulting 52

Consulting Consultants Financial Services Finance 52

Sara Grillo

MAY 24, 2024

Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. BOOM – there you go, today’s marketing tip for ya! Sara G Did you sign up for my daily newsletter ?

Consulting 52

Consulting Consultants Prospects Companies 52