?? Dialpad has been named as one of the leading figures in The Herd, D.A. Davidson Equity Capital Markets' list of the top 100 private software companies. We're grateful for this acknowledgement that motivates us to innovate further. Check the full report here: https://lnkd.in/nfz5p #TheHerd2024 #strengthofadvice
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What does your #SpotifyWrapped look like? For the Love of Money, Trintech can help you during Closing Time where we're Taking Care of Business and Living by Numbers to keep you from feeling Under Pressure. Book a demo today! https://ow.ly/7xcL50Qetiq
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?? Certified EOS Implementer | ?? Helping Personal Injury Law Firms & Law Firms With a Vision & a Purpose Run Seamlessly | ?? Let's Break Your Growth Ceiling! ?? Make More Money While Making a Difference!
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ?? https://lnkd.in/gZZhnVJi #WeRunOnEOS
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Trusted Advisor & Accountability Partner to 100+ CEOs | Certified EOS Implementer? & Business Coach | Keynote Speaker & Workshop Facilitator
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ?? https://lnkd.in/gnpGwHJ4 #WeRunOnEOS
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I help develop and empower leadership teams to get stronger alignment and accountability!
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ?? https://lnkd.in/gebpuV2r #WeRunOnEOS
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Helping 250 Values-Driven Entrepreneurs & their teams earn $50M in profit by 31 December 2031??Certified EOS Implementer??Founder
Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ?? https://lnkd.in/gW2YuZ2C #WeRunOnEOS
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Next week, Megan Piper and Rip Tilden will be joining us and other companies #RunningOnEOS to host a Q&A on how EOS works in finance and wealth management. If you're in the finance or wealth management industry, this is your chance to see how EOS might work for you. EOS has helped these business leaders navigate regulatory hurdles and build client trust, and they want to share their wisdom with you. Register here ?? https://lnkd.in/eCsAEzEH #WeRunOnEOS
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Can smaller desks survive against industry giants? ?? Dino Dedic, COO of Marvelsoft highlights the challenge posed by global broker consolidation in the latest edition of The Financial Technologist. He urges smaller desks to stay competitive through tech-driven cost management, innovation, strategic partnerships, and leveraging tools like open APIs and Algo Management Systems for efficient execution. Download your free copy of The Financial Technologist to read the full article (Pages 34-35)?? https://lnkd.in/eCR4sYeY #TheFinancialTechnologist #MostInfluential2024 #FinTechMagazine
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It should be a cracker of a session! Please register with the link below ??
?? On Wednesday 10th July, Octopus Money will be hosting their event "Adviser Innovation in the Age of Consumer Duty", live on LinkedIn. ?? Join Simon Rogerson, Keith Richards, Ruth Handcock and David Ferguson on the live panel as they debate the reality of consumer duty and discuss topics such as: ?? Delivering outstanding client service ?? Building a culture of innovation ?? Finding win-win opportunities to boost client satisfaction and reduce costs Check out a sneak-peek on one of the topics they'll be exploring, and see what Simon believes is the fundamental thing to building a great business... ?? You can register for the live panel?here: https://lnkd.in/e_cPuY6C
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Private Offerings can be like a labyrinth. The complicated maze of lengthy agreements, complex regulations, boxes of paperwork and endless back-and-forth, has been a struggle for both issuers raising capital and investors’ participation. Our solution? A software platform designed to make the capital raise process easier for everyone involved, breaking down barriers and simplifying both the participation process for investors as well as the tasks involved in managing an offering. EquiDeFi? breaks down the walls of the Private Offering labyrinth - giving issuers and investors a clear path toward their goals. Learn More:?https://lnkd.in/ecYaqrzi Schedule a Demo:?https://equidefi.com/demo/
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?? What are the 4 sources of ???????????? ????????????????? The team at Carta hosted a recent event to talk about this important topic. Check the document for full insights (Thanks Peter Walker!) ?????????????? ???? ????????????????: ?? Advisors: Compensation in shares for their guidance. ?? Early Employees: Stock options granted as part of compensation. ?? Co-Founders: Initial split and subsequent dilution. ?? Fundraising: Issuing new shares to investors. ???????? ????????????????????: ?? 78% of 3-founder teams split equity unequally. ?? 87% of 4-founder teams split equity unequally. ?? Median equity split in 2-founder teams is 55% to 45%. Stay informed and manage your equity smartly! ???
