Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. a British pension trustee and governance consultant; Axelia Partners, a global expansion service provider; and BNP Paribas Jersey Trust Corp., BCI’s investment follows Zedra’s acquisition of a series of financial sector service providers in 2022.

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Stakes High Net Worth Individuals Taxes Buyout 52

Axial

OCTOBER 24, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. At ABI, we start every review of a prospective sale engagement from a buyer’s perspective.

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Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. For those of you who are new to my blog, my name is Sara. Derek Robinett.

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Consulting Consultants High Net Worth Individuals Taxes 52

Sara Grillo

MAY 24, 2024

Here is how to communicate what you do, when talking to a prospect or lead. I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Thanks for reading.

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High Net Worth Individuals Consulting Consultants Prospects 52

Indigo Marketing Agency

FEBRUARY 1, 2025

Mendoza Private Wealth achieves this by tailoring pages to specific client niches, such as business owners and high-net-worth individuals. Why This Matters Niche pages not only build trust with prospects but also improve SEO by targeting specific keywords related to these audiences. Ready to Elevate Your Website?

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High Net Worth Individuals Prospects Consulting Consultants 95

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. If you need help crafting high-converting ads that expand your reach, lets talk!

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High Net Worth Individuals Best Practices Consulting Consultants 52