Will we see you there later this week? We're so excited to join all the ALM/ThinkAdvisor Luminaries Awards nominees in Las Vegas on Wednesday! It's such an honor to be recognized among all the visionary firms and individuals who are redefining excellence in the financial services industry. We'll see you in Vegas! https://zurl.co/OAFq2
Ashton Thomas Private Wealth’s Post
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When you achieve Elite status, you'll receive enhanced service and consultative support to help you scale your business faster. Find out why Ascensus Elite Advisors love the program—and how you'll benefit from reaching the pinnacle of success. https://lnkd.in/gmsfArAu #AscensusGetThere
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Professor | Author of Both/And Thinking | Leadership Strategist | Champion for Bold, Impactful Leadership | Director, Women’s Leadership Initiative at University of Delaware
Im about to hit the stage at The Financial Brand Forum in Vegas. Come join us for ForumU with keynotes from Scott Galloway and myself on the mainstage. If you are here at the conference, I'll plan to be at today's final networking event at 5:30 (PT). Please do come and say hi. #BothAndThinking in #FinanceandBanking, #FinancialBrandForum2024
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⚒ In the third episode of Nauta's Due Diligence Webinar Series (in collaboration with Metrix Partners), I had a great time speaking to Jordi Pedrol and Oscar Macia about how to go #backtobusiness after the fundraising pain is finally over (at least temporarily). 📺 Read and watch it here https://lnkd.in/dCHbtnpT 🤓 Hopefully, you found this webinar series interesting. If you have any comments, feel free to write them below. And if you enjoyed it, I'd love to meet you! #knowyourmetrics #MetricsUnplugged #innovationbringsprogress
"Set ambitious milestones that you can increase your valuation at the next round. At least double." Not long ago, we partnered with Metrix Partners on a Due Diligence Webinar Series that continues to be relevant today. In Chapter 3 (link in the comments), we discuss: 👉 Building an endurance business requires cash efficiency. Cash is always king. 👉 People management is the most challenging part of scaling a start-up. 👉 Before scaling, you need to know what works and what doesn’t. Get your unit economics to work before deciding to scale something. 👉 Key valuation drivers are ARR Growth, Net Retention Revenue, and Sales Efficiency (e.g. CAC Payback). Thanks to team, and more importantly, our speakers Jordi Pedrol and Borja Breña Lajas.
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Join Margaret Reeves, Adam, Bronwyn, and Justin to discuss 'Making a Great First Impression: IWLEX and Shard Financial Media Talk Event Registration Trends' and gain insights into how registration sets the tone for your event. Learn practical tips and insights to make registration the foundation of your event’s success. #eventprofs #RefTech #Panel #ETLLondon24 #eventprofs #eventregistration Event Tech Live Excel London
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We’re thrilled to announce that Cloven will be attending the 22nd Annual IAFP Symposium – 2024 starting on September 25th! If you're attending, be sure to say hello to our co-founder Massimo at our booth, and join our Breakout Session “Mastering the Force of Change: Align Your Practice with the Evolving Financial Consumer” on Friday, September 27th at 2:30 PM. We’re looking forward to connecting with industry professionals and sharing insights on how Cloven can support financial advisors like you! #ClovenCRM #FinancialAdvisor #ClientProfiles #InvestmentStrategy #FinancialAdvisorCRM
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Excited to announce I've been selected as a faculty member again for The MarketCounsel Summit! This gathering of industry leaders and premiere independent wealth advisors, brought together by Brian Hamburger and MarketCounsel Consulting , always provides electric discussions and debates -- on and off the stage. Will you be there in December? Be sure to attend my panel -- "Inorganic Growth: M&A is to a Strategy Like Hope is to a Plan". #MSUM24
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Partner | Chair AI Practice | IP & Technology Lawyer | HealthCare IT | Software & Cybersecurity | FinTech
Thanks to our outstanding panelists Orson Lucas, Erin Illman, and Scott Mickle for sharing the stage to discuss the future of AI, Banking & Finanical Services. #artificialintelligence #banking #financeinnovation
Partner and Co-Chair of Cyber/Privacy @ Bradley Arant Boult Cummings LLP | Board Certified Specialist in Privacy and Information Security Law
Bradley's Financial Services Summit never fails to impress! I want to express my gratitude to our clients, friends, and colleagues for making this event a success. A special shout-out to our exceptional event planners for putting together an unforgettable experience. I also want to give a big thanks to Scott Mickle CIPP US/E and Orson Lucas for joining me and A.J. Bahou for an engaging discussion on Artificial Intelligence at our opening session. It was a lively conversation that left us all with a lot to think about. Looking forward to attending next year's summit!
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How can you increase your assets nearly 200% in just 90 days? Register today to attend Coach Sarano Kelley’s webinar on Wednesday, June 19, where he’ll share how advisors in a study increased their assets 197% using The Kelley Group system. Hear from some of these advisors how TKG’s process has impacted their lives, both personally and professionally. Isn’t it time you created the life you’ve always wanted, the one you’ve dreamed about? We’re confident you have the ability to do just that… and we want to take the journey with you. To register for the webinar, follow this link: https://lnkd.in/gRh9i2Yx #businessgrowth #wealthmanagement #webinar #roleaudit #financialadvisors #advisorypractice
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Vice President, Head of Investor Relations at Arhaus (NASDAQ: ARHS) | Advisory Board Member | Ex Hyatt (NYSE: H), Time Warner (NYSE: TWX), Time Warner Cable (NYSE: TWC)
A great day diving into the depths of IR and the challenges faced by IROs! So many topics discussed and key takeaways that make me excited for the future of IR! Thanks for having me Q4 and Darrell Heaps! #inahyattworld
We want to extend a big thank you to all our Q4 Client Advisory Board Members. One of Q4's core values speaks to our obsession with our customers. Our CAB helps us elevate and fine-tune our strategy, deepen our understanding of IR needs, and align our products and services with our customers' needs. Recently, we held discussions on leveraging AI in IR and shared best practices on using Q4 to manage everything from earnings events and websites to telling investor stories, all aimed at driving higher market valuation. With the partnership and collaboration of the Q4 Advisory Board, we are charting a bold new path for Investor Relations! 🚀 Meet the Q4 CAB: ✨ Tara Louise Atwood of Hyatt Corporation ✨ Stefanie N. of Roblox ✨ Felix Veksler, MBA of Monro, Inc. ✨ Timothy Casey of Stride, Inc. ✨ Heather Kos, CPA, IRC of Builders FirstSource ✨ Steve Anderson of ASTEC ✨ Kimberly Esterkin of ASGN Incorporated ✨ Isabelle Adjahi of Lion Electric ✨ Belinda Overdeput of PROS ✨ Ash Aulds of Murphy USA ✨ Heather H. of Rockwell Medical, Inc. ✨ Chris de Bruyn of CPKC ✨ Andrew Posen of WOW! Internet, Cable & Phone ✨ Hunter Blankenbaker of Barnes & Noble Education, Inc. ✨ Gabriele Cattoni of Warner Bros. Discovery #AIforIR #InvestorRelations #Q4ClientAdvisoryBoard #Q4CAB
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I find interesting the high number of founders that still have not received that memo.
Forget the valuation pitch—if you lead with numbers and market share dreams, you’re already out. I want to know what problem you’re solving and how you’re going to pull it off. Show us the vision, prove you can execute, and save the $5 billion market claim for last. #Pitching101 #FocusOnTheIdea
