One challenge Chickenshed Theatre faced was how to develop a more robust and informed individual giving programme. When developing their strategic plan for their programme, they did not have the data to support their arguments. Our wealth intelligence provided the analysis and data insights needed to support their strategy's narrative. Chickenshed Theatre was able to segment their data into meaningful profiles and execute on a development plan that truly engages, cultivates and maximises the support of their audience.
Youth Theatre Arts Scotland: our AmbITion case studyJamesCoutts
The Youth Theatre Arts Scotland aimed to develop a new digital strategy and website to better serve their membership and become a leading online resource for professionals working with youth theatre. They conducted user research, developed requirements with a consultant, selected a developer and launched a new mobile-friendly website with directories, events, news and other improved features. While the project scope expanded, they prioritized based on budget and gained valuable insights into managing such projects.
HR Value Partners is an executive search firm that offers a project-based search process for professional and executive roles. They meet with clients to understand requirements and create a scoping document. Candidates are identified through advertising, networking, and online profiles. Candidates are screened and top resumes are shared with clients. If interviews are requested, HR Value Partners schedules them and provides additional assessments. The client selects a final candidate and HR Value Partners can help with an offer letter. Personality and emotional intelligence assessments like MBTI and EQ-i 2.0 may also be used in the process.
This document provides information about business support services available in Tayside, Scotland from Business Gateway Tayside. They offer fully funded access to services like business planning, financial advice, HR support, and digital training to help startups and growing businesses. Their workshops and masterclasses cover topics from basic business planning to marketing strategy. They also organize networking events for clients to connect with the business community. The testimonial highlights how their support helped a local restauranteur expand his business and create new jobs.
Thinking about making a change in your real estate career. See what Realty Executives has to offer and set up a discovery day with our Regional Developer. Realy Executives is truly---where the experts are!
This document discusses a global partner network that provides business solutions for development, including business spaces like atriums and reception areas. It also discusses optimizing processes for improvement by identifying opportunities, building partnerships through support, formulating propositions, and developing and consolidating business.
Finetooth Consulting is a financial advisory firm formed in 2006 that provides transition services, practice management solutions, research and analytics, and succession planning to help financial advisors improve their businesses. They have transitioned over $63 million for clients and gained most new clients through referrals from satisfied past clients. Their team of experienced managing directors offers capabilities like helping advisors transition to new broker-dealers, improving practice management, providing industry research and analysis, and assisting with succession planning.
X-Ciel Consulting Private Limited is a boutique firm that provides 360 degree enterprise solutions and services to new, distressed, and financially sound organizations. They help clients understand market requirements and improve business performance. X-Ciel involves clients in projects, communicating interpretations and receiving feedback. Services include new business consulting, research, corporate identity solutions, web development, HR outsourcing, and more. X-Ciel also manages corporate events like product launches, conferences, award ceremonies, parties, exhibitions, and weddings. Their team has expertise in various professional areas to support clients' business objectives.
One challenge Chickenshed Theatre faced was how to develop a more robust and informed individual giving programme. When developing their strategic plan for their programme, they did not have the data to support their arguments. Our wealth intelligence provided the analysis and data insights needed to support their strategy's narrative. Chickenshed Theatre was able to segment their data into meaningful profiles and execute on a development plan that truly engages, cultivates and maximises the support of their audience.
Youth Theatre Arts Scotland: our AmbITion case studyJamesCoutts
The Youth Theatre Arts Scotland aimed to develop a new digital strategy and website to better serve their membership and become a leading online resource for professionals working with youth theatre. They conducted user research, developed requirements with a consultant, selected a developer and launched a new mobile-friendly website with directories, events, news and other improved features. While the project scope expanded, they prioritized based on budget and gained valuable insights into managing such projects.
HR Value Partners is an executive search firm that offers a project-based search process for professional and executive roles. They meet with clients to understand requirements and create a scoping document. Candidates are identified through advertising, networking, and online profiles. Candidates are screened and top resumes are shared with clients. If interviews are requested, HR Value Partners schedules them and provides additional assessments. The client selects a final candidate and HR Value Partners can help with an offer letter. Personality and emotional intelligence assessments like MBTI and EQ-i 2.0 may also be used in the process.
This document provides information about business support services available in Tayside, Scotland from Business Gateway Tayside. They offer fully funded access to services like business planning, financial advice, HR support, and digital training to help startups and growing businesses. Their workshops and masterclasses cover topics from basic business planning to marketing strategy. They also organize networking events for clients to connect with the business community. The testimonial highlights how their support helped a local restauranteur expand his business and create new jobs.
Thinking about making a change in your real estate career. See what Realty Executives has to offer and set up a discovery day with our Regional Developer. Realy Executives is truly---where the experts are!
This document discusses a global partner network that provides business solutions for development, including business spaces like atriums and reception areas. It also discusses optimizing processes for improvement by identifying opportunities, building partnerships through support, formulating propositions, and developing and consolidating business.
Finetooth Consulting is a financial advisory firm formed in 2006 that provides transition services, practice management solutions, research and analytics, and succession planning to help financial advisors improve their businesses. They have transitioned over $63 million for clients and gained most new clients through referrals from satisfied past clients. Their team of experienced managing directors offers capabilities like helping advisors transition to new broker-dealers, improving practice management, providing industry research and analysis, and assisting with succession planning.
X-Ciel Consulting Private Limited is a boutique firm that provides 360 degree enterprise solutions and services to new, distressed, and financially sound organizations. They help clients understand market requirements and improve business performance. X-Ciel involves clients in projects, communicating interpretations and receiving feedback. Services include new business consulting, research, corporate identity solutions, web development, HR outsourcing, and more. X-Ciel also manages corporate events like product launches, conferences, award ceremonies, parties, exhibitions, and weddings. Their team has expertise in various professional areas to support clients' business objectives.
This document provides an overview of the consulting services offered by Intelligent Relations, which include investor relations, business planning, ecommerce, intellectual property, and social media consulting. The company aims to help entrepreneurial ventures grow from seed to later funding stages through dedicated investor relations agents and strategic communications. Services also involve business planning assistance such as creating business plans and financial projections, as well as ecommerce, intellectual property, and social media consulting services. The document outlines Intelligent Relations' process for working with clients which includes an initial project evaluation, proposal, and contract before beginning consulting work.
Crowdfunding has become an increasingly popular funding strategy for early stage entrepreneurs — but it’s not a guaranteed success. We’re partnering with IFundWomen, a crowdfunding platform for women-led businesses to bring you this workshop. Whether you are creating a campaign for funding or for market validation, we’ll help you create an enticing campaign that will resonate with your audience and provide your business with the capital it needs to keep growing. Our crowdfunding experts will walk you through practical ways to hone your pitch, map your network, strategically estimate your fundraising goal, market to your target audience, and design rewards that sell. We’ll also provide useful resources, playbooks, toolkits, etc that you will need to rock your crowdfunding campaign.
Global Strategic Consulting and M&A Professional with a proven track record of achieving high levels of results. I offer business strategy services, fractional CFO services, Pro Sports Team M&A, M&A, etc.
Niche Investor Relations and financial sector marketing consultancy which helps GCC based corporations communicate effectively with their stakeholders.
ARINDON services are aimed at providing clients with Investor Relations strategy and roadmap aimed at improving attractiveness and client perception to target audience.
Narula Realty assists clients through every aspect of real estate transactions in a personalized manner. They help clients design expansion strategies and create long-term, win-win relationships through transparency and innovation. Narula Realty operates in corporate leasing, retail leasing, land consultancy, and residential services.
Greenough Consulting Group (GCG) provides back-office solutions such as finance, accounting, HR, and administration services for startups, VC/PE firms, and mid-market companies. With over 20 years of experience and experts who have worked with hundreds of companies, GCG can become part of a client's team, implementing best practices to support growth from founding to IPO. GCG offers accounting, CFO, business administration, HR, and specialized VC/corporate services tailored to clients' needs.
This document provides information about an event titled "Engaging for Success" that will take place on April 22nd, 2015 from 8:15-10:15 at PwC's Edinburgh office. The event aims to discuss how building trust within teams can improve productivity and engagement. Several invited speakers, including a former Scotland rugby captain and PwC directors, will share experiences on empowering leadership, collaboration, and using data analytics to help organizations better manage their talent. Attendees will learn about building respect from different perspectives and the importance of communication and trust across divisions to drive cultural change.
Aston Carter is a global staffing firm that provides highly skilled business professionals for contract, contract-to-permanent, and permanent positions. They specialize in governance, risk, and compliance fields. Aston Carter has a global network and understands regulated industries. They deliver scalable solutions and niche talent to help clients navigate regulatory requirements. Aston Carter aims to understand each client's business and culture to source the best talent through their referral network.
Seed capital for tech startups comes from founders' personal assets and friends/family in small amounts for research, operations, and attracting venture capitalists. Venture funding is then vital to propel growth, with options like angel financing, venture capital, and crowdfunding. A strong network of contacts through clubs, events and services helps startups succeed within the ecosystem. Maintaining a staff-friendly workplace with productive employees and clear disciplinary procedures also contributes to business success.
Bladonmore is a 40-person communications agency with offices in London and Abu Dhabi. They create compelling stories to help their clients connect with customers, investors, and employees. Tracking time spent on projects accurately is important for managing Bladonmore's business and serving clients well. After evaluating several systems, Bladonmore selected Synergist to provide tools for timesheets, project tracking, estimating, opportunity tracking, reports, sales/marketing, purchase orders, and sales/supplier invoicing. This data allows for more informed decision-making and better client conversations.
Christa Bonnet is highly recommended as a supplier development expert by the Chartered Institute of Purchasing and Supply. She is currently working with them and her organization on an initiative to integrate skills development, enterprise development, and supplier development. In working with Christa, her expertise and experience in supplier development is evident in her innovative and practical approach, which is cognizant of the complex South African stakeholder landscape. Christa displays the highest levels of professionalism and integrity in all interactions. She is passionate about supplier development and motivates others through her interactions. Christa is well connected and willing to provide support and guidance where needed. The letter writer would be happy to recommend Christa Bonnet for her work.
Stanton House is a new recruitment consultancy focused on strong values and world-class human interaction rather than virtual experiences. They aim to transform recruitment by working with the right people who are straightforward, honest, and transparent, and by giving employees time and freedom to deliver value for clients and candidates. Stanton House trains its growing team to become experts in their fields within finance, change management, and consulting in order to develop a reputation as a force for positive change.
Nova Synergy Consulting is a boutique business consulting firm founded by Patrick Zhao located in Vancouver, BC, Canada. They provide tailored services to SMEs and start-ups across a wide range of industries, focusing on strategy, business planning, marketing, and transaction support. Their approach is data-driven, involves senior management, applies creativity within feasibility constraints, and aligns client and consultant interests. Services include business consulting, training, investment banking, presentation/negotiation assistance, and temporary executive support.
This document provides information about Hub Real Estate, a leading real estate brokerage company in Egypt. It discusses Hub's story of being founded in 2016 to provide more professional and ethical client treatment. The document outlines Hub's core values of integrity, superiority, ownership, professionalism and commitment. It also describes Hub's team as primarily having engineering, business or economic backgrounds. Hub's vision is stated as being the most successful real estate firm in the Middle East through creative and people-oriented work. The document lists Hub's services and successful partners.
My Charity Survey (MCS) is a lead generation agency that has supported major charities since 2008 by conducting surveys to gauge people's charitable interests in Australia, New Zealand, and the UK. MCS directors have over a decade of experience in nonprofit fundraising. MCS focuses on outbound marketing programs rather than online methods to produce high-quality leads. They have extensive knowledge of different fundraising campaigns and have overseen campaigns for well-known charities. MCS has been generating opt-in leads through surveys since 2008 which have provided consistent results for charity partners.
Aeternum Events provides comprehensive event planning and design services to help companies create impactful experiences that promote employee and client engagement. Their use of technology allows clients a seamless experience when signing documents, paying vendors, and viewing event details. Aeternum Events' national network of vendors enables them to find the best values and create unique, cutting-edge events that integrate the client's brand and culture. Their goal is to help clients save money and time while increasing engagement.
Paul is a trusted catalyst and lateral thinker, gifted in assessing business situations, instilling confidence and providing practical action-oriented support and guidance that guarantees growth.
Venture-Care is the most reliable one-stop online solution company for all your business needs. We generate ideas, spark actions and quantify time-bound results by providing tailored, practical and affordable solutions for the growth of your company. If your dream is to start as a small enterprise and reach the zenith, then we can help in each and every step to reach the goal and chart a growth path for you. We assure that Venture-Care is dedicated to turning good ideas into measurable change. Our team consists of Chartered Accountants, Business planner, Technocrats, Strategist, Senior Bankers, Company Secretaries, Tax Experts and other professionals to help and guide you to flourish your business aspirations.
Plan Ahead Events is one of the largest event management companies in the world, with offices across North America and expanding into other regions. They provide full event planning services from concept to completion for corporate meetings, special events, trade shows, and other business functions. Studies have shown that event marketing provides the highest return on investment of any marketing platform, as it allows for in-person engagement with audiences. Plan Ahead Events works to maximize client returns through personalized service and revenue generation strategies while controlling costs.
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
Wilcocks & Wilcocks provides wealth management services for entrepreneurs through their CLEARER program. The 7-step program includes clear thinking discovery, lifestyle financial planning, evidence based investing, allowance and tax planning, risk management, estate planning, and review. The goal is to help clients plan better, invest better, and live better by gaining clarity on their goals and situation, creating a financial plan, implementing optimized investments, managing risks, and ensuring assets pass smoothly to beneficiaries.
When companies have their own offshore banks, they will be in a better position to attract funds from foreigners. They can get help from U.S. Bancorp & Capital Trust for establishing an offshore bank for them.
The document summarizes the teams that support the financial advisor's business, including their broker/dealer, First Allied Securities, and custodian, Pershing LLC. It explains that First Allied provides execution services, regulatory oversight, and resources to help serve clients. Pershing acts as custodian, safeguarding client assets. While these firms play important roles, the advisor's most important relationship is with clients, and the firms are selected based on prioritizing client needs and interests.
This document provides an overview of the consulting services offered by Intelligent Relations, which include investor relations, business planning, ecommerce, intellectual property, and social media consulting. The company aims to help entrepreneurial ventures grow from seed to later funding stages through dedicated investor relations agents and strategic communications. Services also involve business planning assistance such as creating business plans and financial projections, as well as ecommerce, intellectual property, and social media consulting services. The document outlines Intelligent Relations' process for working with clients which includes an initial project evaluation, proposal, and contract before beginning consulting work.
Crowdfunding has become an increasingly popular funding strategy for early stage entrepreneurs — but it’s not a guaranteed success. We’re partnering with IFundWomen, a crowdfunding platform for women-led businesses to bring you this workshop. Whether you are creating a campaign for funding or for market validation, we’ll help you create an enticing campaign that will resonate with your audience and provide your business with the capital it needs to keep growing. Our crowdfunding experts will walk you through practical ways to hone your pitch, map your network, strategically estimate your fundraising goal, market to your target audience, and design rewards that sell. We’ll also provide useful resources, playbooks, toolkits, etc that you will need to rock your crowdfunding campaign.
Global Strategic Consulting and M&A Professional with a proven track record of achieving high levels of results. I offer business strategy services, fractional CFO services, Pro Sports Team M&A, M&A, etc.
Niche Investor Relations and financial sector marketing consultancy which helps GCC based corporations communicate effectively with their stakeholders.
ARINDON services are aimed at providing clients with Investor Relations strategy and roadmap aimed at improving attractiveness and client perception to target audience.
Narula Realty assists clients through every aspect of real estate transactions in a personalized manner. They help clients design expansion strategies and create long-term, win-win relationships through transparency and innovation. Narula Realty operates in corporate leasing, retail leasing, land consultancy, and residential services.
Greenough Consulting Group (GCG) provides back-office solutions such as finance, accounting, HR, and administration services for startups, VC/PE firms, and mid-market companies. With over 20 years of experience and experts who have worked with hundreds of companies, GCG can become part of a client's team, implementing best practices to support growth from founding to IPO. GCG offers accounting, CFO, business administration, HR, and specialized VC/corporate services tailored to clients' needs.
This document provides information about an event titled "Engaging for Success" that will take place on April 22nd, 2015 from 8:15-10:15 at PwC's Edinburgh office. The event aims to discuss how building trust within teams can improve productivity and engagement. Several invited speakers, including a former Scotland rugby captain and PwC directors, will share experiences on empowering leadership, collaboration, and using data analytics to help organizations better manage their talent. Attendees will learn about building respect from different perspectives and the importance of communication and trust across divisions to drive cultural change.
Aston Carter is a global staffing firm that provides highly skilled business professionals for contract, contract-to-permanent, and permanent positions. They specialize in governance, risk, and compliance fields. Aston Carter has a global network and understands regulated industries. They deliver scalable solutions and niche talent to help clients navigate regulatory requirements. Aston Carter aims to understand each client's business and culture to source the best talent through their referral network.
Seed capital for tech startups comes from founders' personal assets and friends/family in small amounts for research, operations, and attracting venture capitalists. Venture funding is then vital to propel growth, with options like angel financing, venture capital, and crowdfunding. A strong network of contacts through clubs, events and services helps startups succeed within the ecosystem. Maintaining a staff-friendly workplace with productive employees and clear disciplinary procedures also contributes to business success.
Bladonmore is a 40-person communications agency with offices in London and Abu Dhabi. They create compelling stories to help their clients connect with customers, investors, and employees. Tracking time spent on projects accurately is important for managing Bladonmore's business and serving clients well. After evaluating several systems, Bladonmore selected Synergist to provide tools for timesheets, project tracking, estimating, opportunity tracking, reports, sales/marketing, purchase orders, and sales/supplier invoicing. This data allows for more informed decision-making and better client conversations.
Christa Bonnet is highly recommended as a supplier development expert by the Chartered Institute of Purchasing and Supply. She is currently working with them and her organization on an initiative to integrate skills development, enterprise development, and supplier development. In working with Christa, her expertise and experience in supplier development is evident in her innovative and practical approach, which is cognizant of the complex South African stakeholder landscape. Christa displays the highest levels of professionalism and integrity in all interactions. She is passionate about supplier development and motivates others through her interactions. Christa is well connected and willing to provide support and guidance where needed. The letter writer would be happy to recommend Christa Bonnet for her work.
Stanton House is a new recruitment consultancy focused on strong values and world-class human interaction rather than virtual experiences. They aim to transform recruitment by working with the right people who are straightforward, honest, and transparent, and by giving employees time and freedom to deliver value for clients and candidates. Stanton House trains its growing team to become experts in their fields within finance, change management, and consulting in order to develop a reputation as a force for positive change.
Nova Synergy Consulting is a boutique business consulting firm founded by Patrick Zhao located in Vancouver, BC, Canada. They provide tailored services to SMEs and start-ups across a wide range of industries, focusing on strategy, business planning, marketing, and transaction support. Their approach is data-driven, involves senior management, applies creativity within feasibility constraints, and aligns client and consultant interests. Services include business consulting, training, investment banking, presentation/negotiation assistance, and temporary executive support.
This document provides information about Hub Real Estate, a leading real estate brokerage company in Egypt. It discusses Hub's story of being founded in 2016 to provide more professional and ethical client treatment. The document outlines Hub's core values of integrity, superiority, ownership, professionalism and commitment. It also describes Hub's team as primarily having engineering, business or economic backgrounds. Hub's vision is stated as being the most successful real estate firm in the Middle East through creative and people-oriented work. The document lists Hub's services and successful partners.
My Charity Survey (MCS) is a lead generation agency that has supported major charities since 2008 by conducting surveys to gauge people's charitable interests in Australia, New Zealand, and the UK. MCS directors have over a decade of experience in nonprofit fundraising. MCS focuses on outbound marketing programs rather than online methods to produce high-quality leads. They have extensive knowledge of different fundraising campaigns and have overseen campaigns for well-known charities. MCS has been generating opt-in leads through surveys since 2008 which have provided consistent results for charity partners.
Aeternum Events provides comprehensive event planning and design services to help companies create impactful experiences that promote employee and client engagement. Their use of technology allows clients a seamless experience when signing documents, paying vendors, and viewing event details. Aeternum Events' national network of vendors enables them to find the best values and create unique, cutting-edge events that integrate the client's brand and culture. Their goal is to help clients save money and time while increasing engagement.
Paul is a trusted catalyst and lateral thinker, gifted in assessing business situations, instilling confidence and providing practical action-oriented support and guidance that guarantees growth.
Venture-Care is the most reliable one-stop online solution company for all your business needs. We generate ideas, spark actions and quantify time-bound results by providing tailored, practical and affordable solutions for the growth of your company. If your dream is to start as a small enterprise and reach the zenith, then we can help in each and every step to reach the goal and chart a growth path for you. We assure that Venture-Care is dedicated to turning good ideas into measurable change. Our team consists of Chartered Accountants, Business planner, Technocrats, Strategist, Senior Bankers, Company Secretaries, Tax Experts and other professionals to help and guide you to flourish your business aspirations.
Plan Ahead Events is one of the largest event management companies in the world, with offices across North America and expanding into other regions. They provide full event planning services from concept to completion for corporate meetings, special events, trade shows, and other business functions. Studies have shown that event marketing provides the highest return on investment of any marketing platform, as it allows for in-person engagement with audiences. Plan Ahead Events works to maximize client returns through personalized service and revenue generation strategies while controlling costs.
Wealth Management For Entrepreneurs (Client Journey)Robert Wilcocks
Wilcocks & Wilcocks provides wealth management services for entrepreneurs through their CLEARER program. The 7-step program includes clear thinking discovery, lifestyle financial planning, evidence based investing, allowance and tax planning, risk management, estate planning, and review. The goal is to help clients plan better, invest better, and live better by gaining clarity on their goals and situation, creating a financial plan, implementing optimized investments, managing risks, and ensuring assets pass smoothly to beneficiaries.
When companies have their own offshore banks, they will be in a better position to attract funds from foreigners. They can get help from U.S. Bancorp & Capital Trust for establishing an offshore bank for them.
The document summarizes the teams that support the financial advisor's business, including their broker/dealer, First Allied Securities, and custodian, Pershing LLC. It explains that First Allied provides execution services, regulatory oversight, and resources to help serve clients. Pershing acts as custodian, safeguarding client assets. While these firms play important roles, the advisor's most important relationship is with clients, and the firms are selected based on prioritizing client needs and interests.
InvestEdge earned the DALBAR Seal of Excellence for Communications in Investment Reporting. This prestigious award recognizes firms that provide investment reports of exceptional quality and clarity. Following an evaluation of its investment report content and design, InvestEdge received an "Excellent" designation, which is the highest recognition from DALBAR. InvestEdge reports support clients' needs to examine portfolios from different perspectives and help financial advisors provide high-quality client communications, increasing assets under management. InvestEdge is used by 70 investment firms managing over $663 billion in total assets.
The document discusses the services provided by Parker Randall, a firm of chartered certified accountants. They aim to build long-term professional relationships with clients to fully understand their needs and provide solutions. Their services include business services, tax planning, financial reporting, specialist services such as corporate finance and outsourcing, and international services through their global network of accounting firms. Their goal is to exceed client expectations through high quality work and a commitment to client satisfaction.
Securities America has developed a unique approach to manage your investment and insurance accounts by integrating all your accounts and operation them in a single window.
iBank is a financial network for small businesses that provides members with benefits like access to lenders, insurance agents, consultants and an online vault for storing business documents. It connects over 530,000 small business members with financial resources and professionals nationwide. The document describes iBank's executive membership benefits which include in-house business services, an online professional network directory, credit reporting and more. Management is led by CEO Thomas Markel Jr. and other experienced professionals.
The document outlines the planning process and flowchart used by Forest Hills Financial Group. The process includes steps to discuss protection needs, analyze investment and cash flow strategies, implement recommendations, and conduct annual reviews. Forest Hills Financial Group has been helping clients build and protect their assets for over 60 years through comprehensive financial planning.
The document provides guidance for appraisers on conducting purchase price allocations for financial reporting and tax purposes. It discusses valuation techniques for allocating purchase prices to tangible and intangible assets acquired in a business combination, in accordance with generally accepted accounting principles. The presenters are two experienced real estate appraisers who provide valuation services for corporate mergers and acquisitions. They outline accepted practices for valuing different asset classes and complying with relevant accounting standards.
Pragmatic financial strategies, inc. about usJason Culp
Pragmatic Financial Strategies, Inc. is a full service financial planning and tax preparation firm located in Atlanta, Georgia that offers a wide range of services including insurance and risk management, investment counseling, estate planning, asset accumulation, retirement planning, and tax planning and forecasting to help clients reach their financial goals through a pragmatic approach. The firm is managed by professionals with strong ties to Atlanta and certifications in financial planning, tax preparation, and counseling.
The document introduces Osborne Clarke & Progressive Intelligence as trusted advisory partners that provide services such as training, trusted advice, dispute mediation, and thought leadership to clients. They aim to add demonstrable value to transactions and help troubled programs. The services are refined over years of collaborative work across clients. They work with clients in different engagement models and sectors, with the goal of adding business value and benefits.
Mackie Research Capital Corporation is one of Canada's largest independent full-service investment firms that has been in business since 1921. It is privately owned by over 350 employees. As a fully integrated national investment dealer, it offers wealth management and capital markets services to private clients, institutions, and growth companies. It prides itself on independence, innovation, and integrity in providing unique products and exceptional personalized service.
This document contains several articles summarizing developments in the accounting industry. It discusses how some mid-sized CPA firms are expanding into financial planning services to boost growth. It also describes how there is intense competition for talent among accounting firms in New York, with firms hiring lateral partners from other firms. Finally, it profiles several large and mid-sized CPA firms in the New York area, highlighting the services they provide and their approaches to growth.
The document describes The Stirling Consulting Group, a consulting firm based in Fair Oaks, California that provides sales, marketing, public relations, and relationship management services for high-net-worth financial professionals. It outlines the company's services, team of consultants with extensive experience, and current campaigns being implemented for clients.
The document summarizes career opportunities as a financial strategist with Guardian and The Producers Group. It outlines that financial strategists provide personalized strategies to clients to help with their financial security. It highlights benefits like training, career growth, wealth accumulation, and outstanding benefits. Financial strategists can "do good, do well, and do it your way" by prioritizing clients' needs over sales quotas and having an entrepreneurial and lucrative career supported by Guardian. It promotes The Living Balance Sheet tool for organizing clients' finances and developing long-term strategies for protection, assets, liabilities, and cash flow.
SCI Group is a financial services company founded in 2002 in Botswana that provides services like financial planning, investment advising, trusts and estate planning. It has over 20 employees with various qualifications and licenses who assist clients using a six step financial planning process. The company aims to be the trusted financial advisors of choice in Botswana and provides services to help clients grow and protect their wealth, invest for retirement, children's education and more. SCI Group's independent advisors develop customized financial plans and portfolios to help clients achieve their goals.
Jaguar Capital an Advisory Practise for Growth Companies in Governance, Financial Management and Strategy. The Jaguar Capital advantage is that our
management team looks for opportunities
where we can add value based on our prior
experiences.
R.N Marwah & Co LLP is an accounting firm established in 1946 in New Delhi, India that has expanded internationally. It provides audit, taxation, corporate advisory, and outsourcing services. The firm has alliances with Geneva Group International, a global alliance of professional services firms, and other associates that allow it to serve clients globally. R.N Marwah & Co LLP's vision is to be one of the top 10 financial and technical advisors of the century through constant innovation and knowledge creation.
Capita offers the benefit of enormous experience in
supporting organisations to deliver better financial
services. From translation services to customer management, find out how our knowledge and expertise can help your business succeed.
The document provides an overview of opportunities for becoming an Allstate Exclusive Agent. It discusses the benefits of working with Allstate such as brand recognition, education programs, and support. It outlines requirements to become an agent including licenses and capital. The document also discusses options for starting a new agency or purchasing an existing one. It covers considerations for evaluating and running an agency business such as location, staffing, marketing, and finances. Finally, it provides details on Allstate's branding, education support, commissions structure, and financial products opportunities.
Similar to WealthEngine's 1st Global Case Study (20)
Five Tips for Getting More from Your Existing DonorsWealthEngine
The document provides five tips for nonprofit organizations to get more donations from existing donors: 1) Understand current donors by filling information gaps in donor databases, 2) Analyze donors' giving history, 3) Ask for the right donation amount based on donor data, 4) Refresh messaging to donors, and 5) Use a personal touch in communications. It emphasizes the importance of having complete and accurate donor information to effectively implement these tips.
Buccellati partnered with WealthEngine to successfully pinpoint their ideal customers in their expansion markets by understanding their ideal customer. Review this case study to see how how predictive analytics can lead to in-depth customer insights...and help drive ROI on marketing strategies.
The document analyzes data on affluent individuals in the United States. It defines three levels of affluence based on investable assets and explores their demographics, finances, interests, lifestyles, and philanthropic habits. The affluent segment, with $1-5M in assets, is the largest group and primarily consists of married baby boomers over 50 years old. They have high levels of education and live in areas like San Francisco. Their finances include median assets of $1.5M and many own small businesses. They enjoy travel, cooking and donate on average $4,662 annually to charity.
WealthEngine SmartSegments for NonprofitsWealthEngine
The document provides data on potential donors and their estimated giving capacity for various nonprofit categories including animals & pets, arts & culture, education, environment, healthcare & medicine, kids & youth, politics, and religious organizations. For each category, it lists the number of individuals and households with high ($100k+), moderate ($50k-$100k), and small ($15k-$50k) estimated giving capacity. The categories cover areas like cats, dogs, art museums, zoos, primary/secondary education, the environment, healthcare/medicine, kids/youth, different political learning areas, and religious organizations.
The document summarizes components of conducting a campaign feasibility study for a healthcare organization. It discusses assessing an organization's readiness through analyzing internal infrastructure, historical fundraising data, and major donors. It also covers benchmarking an organization's performance against peer institutions. The document then discusses determining a campaign goal through identifying prospective major gift donors, assessing their capacity and likelihood of supporting a campaign, and generating a gift pyramid and overall goal.
This document discusses how analytics and data can be used to optimize major gift fundraising. It recommends using data on donor capacity and likelihood to give to identify the best major gift prospects. It also suggests defining ask amounts based on individual donor capacity rather than using a standard minimum. Analyzing past solicitation results shows the organization typically receives around 10% of donor capacity, leaving potential funds unrealized. Adjusting ask amounts upward to a standard percentage like 25% of capacity could significantly increase funds raised.
Today’s innovative prospect researchers are more focused on making business impact via informed decisions based on research, fact and business intelligence than ever before. In this session, learn about the direction in which the field of prospect research is moving, with the addition of social media and increased focus on data, analytics and ROI. This session will discuss the skills necessary for the prospect development professional, the “business intelligence agent," of tomorrow. Discussion will include how we spend our time, what is trending, and how to understand, measure and demonstrate the impact of prospect development in the context of nonprofit development. Prospect researchers are no longer the deckhands and are now steering the ship. Make sure that you are on the cutting edge of this shift.
This presentation walks you through concepts that are relevant to all professionals:
* Having Big Dreams
* Testing actions before fully committing resources and time
* Failing Fast, or quickly assessing the success of projects.
It speaks to each of the above in the context of fundraising, but can easily be thought of in terms of prospect development, nonprofit operations, or your personal career.
By incorporating these few ideas into the way you approach your work and life, you will be:
* Ready for action when opportunities arise
* More proactive and less reactive
* Making data-driven, evidence-based decisions
* Uncovering the right strategies and solutions in less time
* Achieving more
Building Strategy Using Data-Derived Insights: Major GiftsWealthEngine
This presentation is based on information in WealthEngine Institute’s workbook, Growing Individual Gifts: An Analytic Approach to Data-Driven Success. For more strategies on using data and analytics, join WealthEngine Institute (www.wealthengine.com/institute).
The Ipsos - AI - Monitor 2024 Report.pdfSocial Samosa
According to Ipsos AI Monitor's 2024 report, 65% Indians said that products and services using AI have profoundly changed their daily life in the past 3-5 years.
ViewShift: Hassle-free Dynamic Policy Enforcement for Every Data LakeWalaa Eldin Moustafa
Dynamic policy enforcement is becoming an increasingly important topic in today’s world where data privacy and compliance is a top priority for companies, individuals, and regulators alike. In these slides, we discuss how LinkedIn implements a powerful dynamic policy enforcement engine, called ViewShift, and integrates it within its data lake. We show the query engine architecture and how catalog implementations can automatically route table resolutions to compliance-enforcing SQL views. Such views have a set of very interesting properties: (1) They are auto-generated from declarative data annotations. (2) They respect user-level consent and preferences (3) They are context-aware, encoding a different set of transformations for different use cases (4) They are portable; while the SQL logic is only implemented in one SQL dialect, it is accessible in all engines.
#SQL #Views #Privacy #Compliance #DataLake
The Building Blocks of QuestDB, a Time Series Databasejavier ramirez
Talk Delivered at Valencia Codes Meetup 2024-06.
Traditionally, databases have treated timestamps just as another data type. However, when performing real-time analytics, timestamps should be first class citizens and we need rich time semantics to get the most out of our data. We also need to deal with ever growing datasets while keeping performant, which is as fun as it sounds.
It is no wonder time-series databases are now more popular than ever before. Join me in this session to learn about the internal architecture and building blocks of QuestDB, an open source time-series database designed for speed. We will also review a history of some of the changes we have gone over the past two years to deal with late and unordered data, non-blocking writes, read-replicas, or faster batch ingestion.
End-to-end pipeline agility - Berlin Buzzwords 2024Lars Albertsson
We describe how we achieve high change agility in data engineering by eliminating the fear of breaking downstream data pipelines through end-to-end pipeline testing, and by using schema metaprogramming to safely eliminate boilerplate involved in changes that affect whole pipelines.
A quick poll on agility in changing pipelines from end to end indicated a huge span in capabilities. For the question "How long time does it take for all downstream pipelines to be adapted to an upstream change," the median response was 6 months, but some respondents could do it in less than a day. When quantitative data engineering differences between the best and worst are measured, the span is often 100x-1000x, sometimes even more.
A long time ago, we suffered at Spotify from fear of changing pipelines due to not knowing what the impact might be downstream. We made plans for a technical solution to test pipelines end-to-end to mitigate that fear, but the effort failed for cultural reasons. We eventually solved this challenge, but in a different context. In this presentation we will describe how we test full pipelines effectively by manipulating workflow orchestration, which enables us to make changes in pipelines without fear of breaking downstream.
Making schema changes that affect many jobs also involves a lot of toil and boilerplate. Using schema-on-read mitigates some of it, but has drawbacks since it makes it more difficult to detect errors early. We will describe how we have rejected this tradeoff by applying schema metaprogramming, eliminating boilerplate but keeping the protection of static typing, thereby further improving agility to quickly modify data pipelines without fear.
Learn SQL from basic queries to Advance queriesmanishkhaire30
Dive into the world of data analysis with our comprehensive guide on mastering SQL! This presentation offers a practical approach to learning SQL, focusing on real-world applications and hands-on practice. Whether you're a beginner or looking to sharpen your skills, this guide provides the tools you need to extract, analyze, and interpret data effectively.
Key Highlights:
Foundations of SQL: Understand the basics of SQL, including data retrieval, filtering, and aggregation.
Advanced Queries: Learn to craft complex queries to uncover deep insights from your data.
Data Trends and Patterns: Discover how to identify and interpret trends and patterns in your datasets.
Practical Examples: Follow step-by-step examples to apply SQL techniques in real-world scenarios.
Actionable Insights: Gain the skills to derive actionable insights that drive informed decision-making.
Join us on this journey to enhance your data analysis capabilities and unlock the full potential of SQL. Perfect for data enthusiasts, analysts, and anyone eager to harness the power of data!
#DataAnalysis #SQL #LearningSQL #DataInsights #DataScience #Analytics
Global Situational Awareness of A.I. and where its headedvikram sood
You can see the future first in San Francisco.
Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters. Every six months another zero is added to the boardroom plans. Behind the scenes, there’s a fierce scramble to secure every power contract still available for the rest of the decade, every voltage transformer that can possibly be procured. American big business is gearing up to pour trillions of dollars into a long-unseen mobilization of American industrial might. By the end of the decade, American electricity production will have grown tens of percent; from the shale fields of Pennsylvania to the solar farms of Nevada, hundreds of millions of GPUs will hum.
The AGI race has begun. We are building machines that can think and reason. By 2025/26, these machines will outpace college graduates. By the end of the decade, they will be smarter than you or I; we will have superintelligence, in the true sense of the word. Along the way, national security forces not seen in half a century will be un-leashed, and before long, The Project will be on. If we’re lucky, we’ll be in an all-out race with the CCP; if we’re unlucky, an all-out war.
Everyone is now talking about AI, but few have the faintest glimmer of what is about to hit them. Nvidia analysts still think 2024 might be close to the peak. Mainstream pundits are stuck on the wilful blindness of “it’s just predicting the next word”. They see only hype and business-as-usual; at most they entertain another internet-scale technological change.
Before long, the world will wake up. But right now, there are perhaps a few hundred people, most of them in San Francisco and the AI labs, that have situational awareness. Through whatever peculiar forces of fate, I have found myself amongst them. A few years ago, these people were derided as crazy—but they trusted the trendlines, which allowed them to correctly predict the AI advances of the past few years. Whether these people are also right about the next few years remains to be seen. But these are very smart people—the smartest people I have ever met—and they are the ones building this technology. Perhaps they will be an odd footnote in history, or perhaps they will go down in history like Szilard and Oppenheimer and Teller. If they are seeing the future even close to correctly, we are in for a wild ride.
Let me tell you what we see.
06-04-2024 - NYC Tech Week - Discussion on Vector Databases, Unstructured Data and AI
Discussion on Vector Databases, Unstructured Data and AI
https://www.meetup.com/unstructured-data-meetup-new-york/
This meetup is for people working in unstructured data. Speakers will come present about related topics such as vector databases, LLMs, and managing data at scale. The intended audience of this group includes roles like machine learning engineers, data scientists, data engineers, software engineers, and PMs.This meetup was formerly Milvus Meetup, and is sponsored by Zilliz maintainers of Milvus.
1. WEALTHENGINE.COM | INFO@WEALTHENGINE.COM | 800.933.4446
CASE STUDY
PROSPECT INTELLIGENCE AND AUDIENCE DEVELOPMENT FOR FINANCIAL ADVISOR CLIENTS
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.
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1ST GLOBAL
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go beyond surface-level
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don't have to guess
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Beforepartneringwith
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1st Global is one of many financial
services providers who depend on
WealthEngine to find, engage, and
reach the world’s wealthiest customers.
Are you ready to reach yours?
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