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Investing in founder-led businesses is comforting to me. They have the ability to see the forest through the trees and do what is necessary to evolve the business. Two great examples of this are Microsoft in the mid 90s and Facebook a decade ago. Microsoft had spent more than a decade competing and winning the desktop software market and then Netscape came along and presented an entirely new market opportunity that had both major upside and major downside for Microsoft.
I’ve been asked by portfolio companies and plenty of others about how they should be changing their strategy given the stock market pullback and what they’ve been hearing on “VC twitter”. My answer depends on whether the company would answer yes to any of the following questions: 1) Did you raise an overpriced round in the last 18 months—one you know was over the top?
Tech:NYC is launching a new initiative, Tech Year NYC , which helps young people from underrepresented backgrounds get access to careers in NYC’s fast-growing tech sector. Tech Year NYC is a rollup of several existing city programs into a single point of entry and engagement for tech companies and students. The idea is to make it easier for local tech companies to engage with this population and easier for the students to get access to these pathways to jobs.
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
I blogged about the $1k Project For Ukraine a couple of months ago. Since then over 5,000 families in Ukraine have gotten a $1k gift, no strings attached, to help them survive during this crisis. That is $5mm of direct aid to families in Ukraine. Yesterday, Stewart Butterfield, the founder of Slack, tweeted that he and Jen Rubio will be matching another $2.5mm of $1k donations over the next 48 hours, starting at mid-day yesterday. "All” means no need to tweet receipts (or even read this): we
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How to achieve work life balance for financial advisors Being a Financial Advisor has historically been a profession, at least in the early years, where one had to work way over 40 hours a week, miss special moments with their loved ones, spend nights and weekends on the road, all while not having a consistent… Read More »
What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them. Have some extra cash and want to gain a guaranteed return? I bonds are about to go from 7.2 percent to 9.6 percent. There are some stipulations, but is this a good idea to combat inflation ?
Unless you happen to be a gifted writer, there is nothing simple or painless about writing blog posts. Finding an idea, collecting your thoughts, and then communicating them in an interesting way that someone will actually read feels reminiscent of a dentist visit for many of us. Yet business blogging is an important part of marketing today. According to research the more your firm blogs, the more visitors you’ll attract to your site… and the more possibilities there are of generating lead
When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? . Maybe you wish you could…. Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite). Generate more leads (because your traffic’s gone flat and no one is finding you online).
Many retired Americans find Social Security benefits confusing, especially when trying to understand possible tax consequences. In fact, retirees could face paying taxes on up to 85% of their Social Security benefits because combined income from Social Security and other income streams can quickly push them above the thresholds for taxes to apply. Additionally, the number of beneficiaries who are required to pay Social Security income tax is rising, and it will continue to grow.
Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.
In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles Schwab, TD Ameritrade, and others – are often custodian banks and are in the business of protecting clients’ assets and facilitating the tracking of the trades and transactions the client needs to execute in their accounts.
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ. For years, many have been operating under the assumption that successors who “inherit” or “buy” a book from a retiring advisor are stuck until their succession obligation has completely forgiven.
Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong. It’s not your fault though…it’s the way our minds are wired and the content we’re constantly being fed. Regardless of your current market strategy it’s times like this that will test the most patient of long-term investors.
What is a Citation? A Citation is an online business directory where you can register your business. Although they play less of a role in Local Rankings than they did a few years ago, there are still benefits to creating citations. Local Search Rankings: The more places that your business is accurately “cited”, the easier it is for the Search Engines to find your business, and the more confidence they have in listing it on the search engine results pages.
Scott Hilleboe Managing Director shilleboe@HIGgrowth.com H.I.G. Growth Partners One Sansome Street 37th Floor San Francisco, CA 94104 P 415.439.5500 F 415.439.5525 www.HIGgrowth.com SAN FRANCISCO – May 9, 2022 – H.I.G. Growth Partners (“H.I.G.”), the dedicated growth capital investment affiliate of H.I.G. Capital, is pleased to announce that it has led a $120 million round of total financing, inclusive of debt and equity, as part of the Series E funding for Pyramid Analytics (“Pyramid”), a next-
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