Indigo Marketing Agency

AUGUST 13, 2024

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. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions 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. 00:04:02 That’s what value add software was originally.

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. He had decided to license his name and just take fees and you know, that’s a much better business model. He was taking fees for licensing his name.

Engineering 259

Engineering Banking Numbers Management 259