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Demystifying Due Diligence: An Insider’s Guide to this Important Process

Diamond Consultants

Strategic due diligence. And in the case of due diligence, 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 due diligence. Going to the doctor.

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Meet the firm that is finally bringing financial planning to small accounts!

Sara Grillo

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 due diligence 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?

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How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)

Indigo Marketing Agency

Each member of my team did their own due diligence 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.

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Advisor Group’s Shannon Larson on Scaling Shared Service and Alternative Investments

Steve Sanduski

That’s what Shannon and her 30-person team are tasked with managing, from due diligence 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.

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An introduction to bond ratings

Quiet Growth

It’s always essential to conduct thorough due diligence. 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.

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SuperAngel.Fund x Q3 2023 Recap ?

SuperAngel.Fund

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.

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Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence

Diamond Consultants

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 due diligence. Given that today’s OSJs often compete against RIA firms, it’s a way to make their offering more compelling to prospective advisors.