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Shamrock invests in higher education marketing and enrollment services firm Carnegie

PE Hub

Carnegie was founded over 30 years ago by Joe Moore as a magazine for prospective college students to find their best fit schools, before merging with Dartlet in 2018. The post Shamrock invests in higher education marketing and enrollment services firm Carnegie appeared first on PE Hub.

Education 153
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4 Common 529 Plan Myths You Need to Know

The Motley Fool

Paying for college can be a daunting prospect, given the cost of tuition today. So you may be motivated to save for college as best as you can while your children are young, and you may decide to use a 529 plan to fund their education. But there's a lot of misinformation about 529 plans out there.

Education 246
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Prospect Partners Hits Fund V Hard Cap

Private Equity Professional

Prospect Partners has held an oversubscribed, hard cap and final close of Prospect Partners Fund V LP with $225 million of capital. The management team of Warren Roofing joined with Prospect Partners on the formation of Extera Building Solutions. Prospect Partners engaged Monument Group as the placement agent for Fund V.

Prospects 100
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5 criteria for successful prospecting strategies

Million Dollar Round Table (MDRT)

To do this, they need to keep their prospecting pipeline filled. It can be confusing, however, to know what to look for in a successful prospecting strategy. The ideal prospecting strategy is one that you can dial up the results when necessary by increasing the effort you put into it. Would that motivate the client?

Prospects 104
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Public speaking venues you may not have thought of for public speaking and prospecting

Million Dollar Round Table (MDRT)

By Bryce Sanders It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain a client or two plus several prospects. Topic You need something timely to speak about that might be educational.

Prospects 105
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3 Accounts You Should Set Up For Your Kids at Birth

The Motley Fool

This account can help you save for your child's future education expenses, including tuition, room and board, and even books and supplies, at any accredited college, university, or vocational school. Plus, withdrawals used for qualified education expenses are not taxed.

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10 Growth Marketing Strategies for Financial Planners in 2025

Indigo Marketing Agency

Then they strategically attract, capture leads, educate, and convert prospects into clients with AUM. These financial advisors are being found by local and targeted prospects from SEO efforts made sometimes weeks, months, and even years ago. What makes a financial advisor website effective in 2025?