George Dell’s Post

Head of Portfolio Implementation, Rugshana Salie, discusses the three key benefits we believe model portfolios provide advisers.     Learn more about our model portfolio capabilities at [email protected]

Master Value Add: Live Analysis of Our San Antonio Property 📅 Save the date for our August 7th webinar focused on value add strategies. ➡️ Strategic Planning: Learn how to hit your 5-year plan when taking over an asset. ➡️ Performance Insights: Analyze the projected and current performance of a 204-unit property. 🌟 Reserve your spot! https://lnkd.in/d7Qfe2M7 #ValueAdd #MassiveCapital #RealEstate #AssetManagement #InvestmentStrategies #FinancialFreedom #Webinar

https://lnkd.in/gGbPmWQ8 Win-loss analysis is a powerful tool for understanding the true reasons behind a company's successes and failures in closing deals. It's not just about dissecting past outcomes; it’s about building a roadmap for future success. We're hosting a virtual event in September for everyone to learn how some of the best companies use win-loss to make the best decisions possible.

Is your R&D team's brilliance hindering your ability to communicate your value to investors? Simplifying your story can be tough, but it's essential to ensure investors understand your business. Don't let your technical expertise overshadow the value you deserve by unnecessarily complicating things. #irstrategy #investorrelations #ceoinsights #cfoinsights #businessstrategy #externalmessaging

In this investor video presentation, I join Jonathan Willcocks, Global Head of Distribution and Chief Financial Officer, Piers Harrison, to provide an overview of the Group’s results for the year, in what has been a difficult period for the asset management industry. Despite a challenging backdrop, the Group remains financially robust and cash generative, with a range of products that continue to deliver strong long term performance; in this video, we discuss the opportunities for the year ahead and the Group’s long term strategy for growth.For Investment Professionals only. Capital at Risk. 

One viewer said “Q&A is as valuable as the presentation itself” and if you haven’t watched it yet that should be your sign to go! https://lnkd.in/gU9fmjvn #PaulMerriman #Soundinvesting #mutualfunds #investing #personalfinance #financialeducation #financialplanning #investments

Great article by AdvisorHub and Fidelity Investments "Busting Myths about Moving to the Independent Advisor Model" “Overall, four in five movers or more felt more confident about their future success, found greater job satisfaction, achieved significant personal growth, and fully realized their vision for their business after making the move to independence.” Despite being independent, you won’t be alone at Sowell Management. We offer advisors access to better tools and resources, the opportunity for growth, and the freedom to design your business the way you want to. Let’s connect if you’re thinking about going independent! #sowellsuccess #RIA #wealthmanagement

In addition to different pitch deck versions, there needs to be a vetting process and information-sharing control gates in place to gauge real interest and #smartmoney #investors for your company versus a time wasting exercise with no results. The EDA Funding processes built by Robert Manasier over 2 decades addresses many of the issues with #founder raises and #businessexpansion #funding. Reach out to experience the EDA FUNDING Difference. "Built on real world and actual funding experiences, not theories." NEW FUNDING OPPORTUNITIES currently being developed: 1- First Strike Incubator Commercialization Studio Expansion 2-TV Docu-Series on US Experiences 3-Residential Real Estate Fund Launch 4-High School EdTech Development & Market Expansion #investmentopportunities #fundraisingbestpractices In Focus Brands IFP Films

FYI: How to Nail Your Next Pitch: Research, Preparation, and Structuring for Success https://lnkd.in/dmvH4zQ7

Board evaluation can be a key opportunity to enhance board effectiveness and shareholder value—if it’s done right.  Read the 2023 report.