Wed.Feb 23, 2022

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The new B2B growth equation

Mckinsey and Company

Customers want an always-on, personalized, omnichannel experience. The world’s best sellers are giving it to them.

B2B 142
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Helping Advisors Thrive At Work, At Home, and In Their Community

Truelytics

Modern Financial Advisor Podcast ·. Episode 76 - Helping Advisors Thrive At Work, At Home, and In Their Community. This is a very special episode of The Modern Financial Advisor Podcast. First, I finally got to meet Kyle Simpson , Head of Field Strategy at FS Investments in person. As you'll hear, we've known each other for years but have only ever talked via Zoom.

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Leadership lessons from the world’s best CEOs

Mckinsey and Company

The authors of the new book CEO Excellence, who interviewed dozens of the top-performing chief executives, share their most memorable encounters and stories.

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Financial Services Industry Report

Benchmark Report

Financial Planning & Advisory Sector. In 2022, the market size of the financial planning & advisory industry is $59.2 billion. It is expected to increase 4% this year. Between 2017 and 2022, the market has grown 4.5% per year on average. The size of the market has increased faster in the U.S. than the overall economy. Industry profit declined in 2020 due to declining assets under management and lower return on assets but increased in 2021 as the economy began to recover.

Equity 52
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How to Leverage Intent Data for Better Outcomes

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

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Forward Thinking on pandemic paradoxes, labor market myths, and ‘cowboy capitalism’ with David Autor

Mckinsey and Company

A leading US economist talks about what has changed in the pandemic, the rise of China, the globalization of trade, and spreading automation.

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What is a Success Fee in a Business Sale?

Midstreet Blog

Inherently, you can probably already guess what a success fee is by the name. However, you may have a few questions about it, with the primary one being “How is a success fee calculated?”.

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More Trending

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NAV as secondaries alternative; Coming finance tech boom

Private Funds CFO

Proskauer beefs up reg practice in New York; family offices exploring NAV loans as secondaries alternative; CFOs focusing on tech as investors demand more transparency.

Finance 52
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Maxine Waters Wants Appraisers Investigated

Appraisers Blog

On February 22, 2022, Maxine Waters sent a letter to HUD Secretary Marcia Fudge, TAF, ASC and AI regarding ongoing appraisal bias and discrimination. She is calling on the federal regulators and AI to investigate appraisers’ misconduct and potential illegal discrimination. She will also be introducing legislation to address ongoing discrimination. Maxine Waters’ letter “highlights longstanding racial inequities plaguing America’s home valuation system”.

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CFOs focusing on tech as investors demand more transparency

Private Funds CFO

Intertrust study also shows greater demand for managers to monitor and report on the ESG performance of their portfolio.