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Stephen Lamoreaux的更多文章
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Using BIG DATA to Find Better Equity Investment Opportunities2019年3月27日
Using BIG DATA to Find Better Equity Investment Opportunities
We are working with a fintech firm that developed 3 portfolios constructed from their proprietary platform which…
1
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Simplify & Enhance Your Compliance Oversight - Now2018年6月12日
Simplify & Enhance Your Compliance Oversight - Now
We are early investors in a software company whose easy-to-use product saves you time, effort and master’s your…
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Sub-advisor: Defensive Strategy for Accredited Investor Portfolios2018年4月25日
Sub-advisor: Defensive Strategy for Accredited Investor Portfolios
We are working closely with a firm that has developed a very successful "defensive strategy" for your accredited…
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New SaaS Will Enhance Your Compliance Oversight2018年4月25日
New SaaS Will Enhance Your Compliance Oversight
This secure, cloud-based, low-cost portal allows a CCO to supervise advisors more effectively. You can use it right out…
1
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Add Insurance to Your Advisory Practice2017年10月6日
Add Insurance to Your Advisory Practice
We are working with a consultant who will help you build an ethical insurance practice that either eliminates or…
2
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Add Legal Estate Planning to Your Advisory Services2017年10月6日
Add Legal Estate Planning to Your Advisory Services
We are working with a firm that has developed a low-cost, interactive, automated, legal-logic, estate planning tool for…
1
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Cyber/Data Security to Enhance Your Services2017年8月9日
Cyber/Data Security to Enhance Your Services
We are working closely with a company who provides cyber-security compliance consistent with the current and upcoming…
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Automated Compliance Solution for RIAs2017年7月14日
Automated Compliance Solution for RIAs
We are working closely with a fintech company providing a proprietary compliance technology SaaS combining back-office…
4
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Automated Compliance Solution for RIAs2017年7月13日
Automated Compliance Solution for RIAs
We are working closely with a fintech company providing a proprietary compliance technology SaaS combining back-office…
1
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A new platform to grow your practice2017年7月1日
A new platform to grow your practice
We are working with a low-cost, highly efficient platform for advisors. This platform offers: Advisor tools to help…
社区洞察
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Social MarketingHow do you use social media to maintain relationships with your supporters?
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Social Media MarketingHow can social media be used to build a network of potential investors?
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Social MediaHow can you use social media to build a strong relationship with a sponsor?
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Strategic CommunicationsHow can you use publicity to raise awareness for your new product or service?
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Social MediaYour company is under attack on social media. How do you combat false information spread by a competitor?
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Social Media CommunicationsHow do you negotiate and manage expectations and agreements with your social media partners?
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Business NetworkingWhat are the best practices for incorporating social media in a strategic partnership agreement?
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Social MediaHere's how you can transform a social media failure into a chance for growth and learning.
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Social MediaHow can you create a social media policy that adapts to change?
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Social MediaHow can you create a social media policy that encourages positive interactions?
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