Indigo Marketing Agency

AUGUST 13, 2024

Implementing automated tools for scheduling, client communications, and portfolio tracking can significantly reduce manual workload. There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning.

Financial Advisor 52

Financial Advisor Strategic Planning Media Communication 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. Initially I joined to help them manage their equity portfolio. It was the exact same trade.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. It was like 13 out of 13 in the GE portfolio. He had decided to license his name and just take fees and you know, that’s a much better business model.

Engineering 259

Engineering Banking Numbers Management 259