This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Strategic duediligence. And in the case of duediligence, it’s a process that gets your business where you want it to be. And since tips on air travel and doctor’s visits are beyond the scope of this publication, we’ll focus on what I do know—specifically, strategic duediligence. Going to the doctor.
For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog! Please conduct your own duediligence and come to your own decision. Sara’s upshot on financial planning for small accounts Did you enjoy my blog on financial planning for small accounts?
Each member of my team did their own duediligence and gave a thumbs-up to moving forward with Indigo as well. Answer: So far, Indigo has helped us do three major things: Improve the SEO of our website and blog. Coordinate the marketing language and images across our website, blog, Google Business Profile, and social media.
That’s what Shannon and her 30-person team are tasked with managing, from duediligence on individual investment products to the tech platforms that advisors use. That’s prompting more forward-thinking advisors to offer clients and prospects things they may not be able to buy from the proverbial firm across the street.
It’s always essential to conduct thorough duediligence. For a government, this rating would consider long-term economic prospects, fiscal policy, debt levels, political stability, and other structural factors. The post An introduction to bond ratings appeared first on QuietGrowth Australia Blog.
With this, they can tap into startups and talent worldwide, thus increasing investment prospects. Blog & Other Updates Featured portfolio company, Settle, in our ‘Founder Friday’ newsletter Celebrated 3 portfolio companies listed in the Inc.
For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during duediligence. Given that today’s OSJs often compete against RIA firms, it’s a way to make their offering more compelling to prospective advisors.
This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the duediligence or differentiation debates that usually come later.
For those of you who are new to my blog/podcast, my name is Sara. It requires care, skill, prudence, and duediligence (a best interests standard of care) to be followed when selling insurance. I am a CFA® charterholder and I used to be a financial advisor. And 0:30:26.4 If that makes sense.
For those of you who are new to my blog, my name is Sara. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Is this blog able to be consumed by the public… 0:34:06.9 And so 0:33:56.9 You write about these issues.
For those of you who are new to my blog, my name is Sara. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? I want to be clear that nothing in this podcast or blog can be interpreted as an investment recommendation of any type. JR will be on the “against” team. Scott Salaske of Firstmetric.
Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any duediligence they perform. Only with some periodic duediligence can you ensure that where you choose to serve clients remains the best place.
We often facilitate name-blind calls between an advisor recruit and an advisor at the prospective firm. There is no better way to understand a prospective firms positive and negative traits than straight from the horses mouth and without preconceived notions based on brand or model.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content