Indigo Marketing Agency

AUGUST 21, 2024

The idea is simple: provide something of value that entices your prospects to share their details, allowing you to nurture the relationship and convert them into paying clients over time. Checklists or worksheets: Maybe your prospects are drawn to practical tools that help them assess their financial situations. Webinar Alert!

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Steve Sanduski

AUGUST 14, 2024

Using geofencing, social media, AI, and other tech to reach more ideal prospects. Planning, executing, and following through on virtual and in-person prospecting events. Designing a marketing “drip” to keep prospects engaged with your firm long term. Key hires Erin made as he built up the business side of the firm.

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Indigo Marketing Agency

AUGUST 22, 2024

Host quarterly webinars where clients learn more about your firm, ask financial questions, and get real-time answers. We create a communication strategy that works for your target audience, which can include newsletters, webinars, website copywriting , blog posts, and social media updates.

Education 52

Education Leveraging Accounting Prospects 52

The Motley Fool

SEPTEMBER 22, 2023

Analysts at financial institutions are attending seminars, webinars, and everything in between to try and get a grasp on which companies are making inroads in AI versus those that might be using the new buzzword as a means to attract attention. Should you incur a loss, the silver lining is that you can use these for tax harvesting purposes.

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The Motley Fool

APRIL 29, 2024

I am Shirish Jajodia, vice president of investor relations and treasury at MicroStrategy I'll be your moderator for MicroStrategy's 2024 first quarter earnings webinar. Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. million, up 1.7%

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Leveraging Debt Assets Capital 246

The Motley Fool

AUGUST 21, 2024

Hello, everybody, and welcome to Zoom's Q2 FY '25 earnings webinar. As a reminder, today's webinar is being recorded. Hello, everyone, and welcome to Zoom's earnings video webinar for the second quarter of fiscal year 2025. Zoom assumes no obligation to update any forward-looking statements we may make on today's webinar.

Leveraging 130

Leveraging Prospects Accounting Taxes 130

The Motley Fool

NOVEMBER 1, 2023

I'll be your moderator for MicroStrategy's 2023 third-quarter earnings webinar. Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. I'd like to welcome all of you to today's earnings webinar. Hello, everyone.

Education 130

Education Assets Leveraging Debt 130

Indigo Marketing Agency

JANUARY 4, 2022

But it’s important to remember that your prospects probably don’t. While it’s important to touch on your credentials and why you’re qualified to help someone, most prospects want to understand you on a personal level. This is where prospects go to learn more about your recommendations and engage with your firm.

Prospects 59

Prospects Taxes Accounting Education 59

Indigo Marketing Agency

JULY 23, 2020

The key here is that you want to educate and provide value to your ideal prospects. It helps you establish your online presence and answer your prospects’ most pressing questions. Then, when it’s time for your ideal prospect to choose an advisor or get help with an issue they’re facing, your firm is the first that comes to mind.

Education 52

Education Prospects Taxes Portfolios 52

The Motley Fool

MAY 14, 2024

Welcome to Tencent Holdings Limited 2024 first-quarter results announcement webinar. Operator instructions] And please be advised that today's webinar is being recorded. Let me now introduce the management team on the webinar tonight. Income tax expense rose by 24% year on year to 14.1 We are now ending the webinar.

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AdvisorPR

AUGUST 10, 2020

In my previous blog , I shared ways to brainstorm and prioritize the immediate needs and concerns of your clients and prospects. Organize events – from fundraisers to featuring subject-matter experts and guest speakers—your clients and prospects are looking for opportunities to unite and connect now more than ever.

Prospects 52

Prospects Education Taxes Assets 52

The Motley Fool

MARCH 19, 2024

Welcome to Huya's fourth quarter and fiscal year 2023 earnings webinar. Please be advised that today's webinar is being recorded. As we steadily implement our strategic transformation plan, we'll remain confident in our future business prospects. I am Hanyu Liu from Huya's investor relations. Ashley, please go ahead.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Finance Financing 130

Indigo Marketing Agency

SEPTEMBER 9, 2020

But your clients and prospects couldn’t care less about these topics. CTAs are an effective way to convert prospects into clients because they create a sense of urgency. The Indigo team created a free marketing calendar for financial advisors ; feel free to use it to create consistent, high-quality content your prospects will love.

Prospects 52

Prospects Taxes Consulting Consultants 52

AdvisorPR

MAY 13, 2020

Your prospective clients have dramatically shifted their behavior in record time. You will need to communicate how you’ve adapted to meet the needs of your clients and prospects and what they can expect at every step of the process. They are following CDC guidelines and, as a result, have become more tech-savvy at skyrocketing rates.

Education 52

Education Prospects Accounting Taxes 52

Indigo Marketing Agency

JULY 1, 2020

The creation of my new webinar and my renewed focus on using life insurance for tax-efficient wealth transfer planning.”. We’ve had lots of new interested prospects so far this year. Survey responses: . Working with you guys! Getting new business!”. Getting a lead from Google.”. Seeing new clients coming in.”.

Prospects 52

Prospects Taxes 52

The Motley Fool

FEBRUARY 26, 2024

ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: David Connell Hello, everyone, and welcome to Zoom's Q4 FY '24 earnings webinar. As a reminder, today's webinar is being recorded. Hello, everyone, and welcome to Zoom's earnings video webinar for the fourth quarter and full fiscal year 2024.

Leveraging 130

Leveraging Banks Capital Taxes 130

The Motley Fool

AUGUST 7, 2024

We've noticed that at times, this concept needed a little bit more explaining for our shareholders and prospective investors. We continue to be very excited about our prospects and the performance our team is able to deliver. Operator This concludes our question-and-answer session and today's webinar.

Bidding 130

Bidding Banks Shareholders Prospects 130

The Motley Fool

JULY 31, 2024

Our innovative offerings remain at the forefront of the market, reinforcing our competitive position and bolstering our growth prospects. During our new era of NAND webinar last month, we introduced the world's highest capacity BiCS8 two-terabyte QLC memory die specifically designed to meet growing data center and AI storage needs.

Portfolios 130

Portfolios Capital Bidding Leveraging 130

The Motley Fool

FEBRUARY 6, 2024

I will be your moderator for MicroStrategy's 2023 fourth quarter earnings webinar. Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. I'd like to welcome all of you to today's webinar. Hello, everyone. billion as of yesterday.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

AUGUST 12, 2024

Fourmile is a particularly exciting prospect. Barrick has an unmatched growth portfolio that separates us from the industry with prospects of even more to come from our ongoing exploration initiatives. And the first thing is to try and get a grip of exactly how big this prospect is. And the second question I had on tax.

Assets 130

Assets Capital Liabilities Banks 130

The Motley Fool

MAY 7, 2024

And as a reminder, today's webinar is being recorded. I will now turn the webinar over to Stacie Clements with the Blueshirt Group. Non-GAAP net income, which adjusts for stock-based compensation expense and related adjustments for income tax, was $4.8 My name is Kelsey, and I will be your Zoom operator for today.

Bidding 130

Bidding Securities and Exchange Commission (SEC) Capital Leveraging 130

The Motley Fool

NOVEMBER 29, 2023

The industry has taken notice of this expertise as evidenced by the over 1,200 people who registered for our initial AI webinar in September. Over the past few weeks, I have traveled to see customers and prospects across North America and Europe. 150 billion asset bank, making this our largest customer to date in Japan.

Banks 130

Banks Leveraging Financial Institutions Professional Services 130

The Motley Fool

NOVEMBER 12, 2024

Welcome ladies and gentlemen to AstraZeneca's nine months and Q3 results 2024 webinar for investors and analysts. We look to prospectively validate this biomarker in multiple ongoing phase 3 trials. presidential election on Astra's business in terms of higher tariffs or maybe lower corporate tax or anything else? billion U.S.

Leveraging 130

Leveraging Portfolios Capital Banks 130

The Motley Fool

JULY 28, 2023

Welcome, ladies and gentlemen, to AstraZeneca's half-year and Q2 results 2023 webinar for investors and analysts. Please also carefully review the forward-looking statements disclaimer in the slide deck that accompanies this presentation and webinar. I think your comment about retrospective versus prospective. and the U.S.

Leveraging 100

Leveraging Portfolios Assets Taxes 100

The Motley Fool

FEBRUARY 26, 2024

And as a reminder, today's webinar is being recorded. Non-GAAP net income, which adjusts for unrealized loss on equity investments, stock-based compensation expense, and related adjustments for income taxes was 32 million, or $0.57 My name is Kelsey, and I will be your Zoom operator for today. Stacie, over to you. million, or $0.16

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Returns Investors 246

SEI

SEPTEMBER 17, 2022

Webinar/webcast. When you see what we have in IMS, where you can look ahead at the pipeline, you see the total universe of available prospects, that's been a very consistent sales machine. That's always a challenge in the advisor business because of tax issues, because you're dealing with taxable investors. Webinar/webcast.

Assets 49

Assets Banks Asset Management Funds 49

The Motley Fool

FEBRUARY 6, 2024

We are addressing this by making a lot of products improvement for ease of installation, commissioning, serviceability and continue to offer in-person trainings and webinars on Solargraf software. million by withholding shares to cover withholding taxes for employee stock vesting and options in Q4. Moving to tax. cash taxpayer.

Taxes 246

Taxes Amortization Leveraging Banks 246

Sara Grillo

MAY 23, 2022

A prospect-based truly comprehensive financial planning process. I try to hold monthly webinars. Here are some of the ways I can help directly… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. He feels this is the opposite of what it should be.

Education 52

Education Consulting Consultants Assets 52

The Motley Fool

AUGUST 1, 2024

I'll be your moderator for MicroStrategy's 2024 second-quarter earnings webinar. Some of the information we provide during today's call regarding our future expectations, plans, and prospects may constitute forward-looking statements. I'd like to welcome all of you to today's webinar. Hello everyone. Thanks, Andrew.

Debt 246

Debt Leveraging Capital Shareholders 246