Business client – Membership Client Pro http://www.membershipclientpro.com/ Sat, 10 Sep 2022 14:25:33 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.membershipclientpro.com/wp-content/uploads/2021/10/membership.png Business client – Membership Client Pro http://www.membershipclientpro.com/ 32 32 Vaibhav Gupta of Desicrypto catches the fraudulent activities of Harshit Aggarwal and Varsha Gupta under the company. https://www.membershipclientpro.com/vaibhav-gupta-of-desicrypto-catches-the-fraudulent-activities-of-harshit-aggarwal-and-varsha-gupta-under-the-company/ Sat, 10 Sep 2022 12:49:04 +0000 https://www.membershipclientpro.com/vaibhav-gupta-of-desicrypto-catches-the-fraudulent-activities-of-harshit-aggarwal-and-varsha-gupta-under-the-company/ The young founder of DesiCrypto, which became India’s first guerrilla marketing agency for cryptocurrency, warned people against the fraudulent activities of these two. Among the tons of talented beings that the world notices with every passing day in their professional and personal lives, there are a few who spare no effort and in every way […]]]>

The young founder of DesiCrypto, which became India’s first guerrilla marketing agency for cryptocurrency, warned people against the fraudulent activities of these two.

Among the tons of talented beings that the world notices with every passing day in their professional and personal lives, there are a few who spare no effort and in every way possible go beyond the limits to become their best. versions. This is how businesses, companies, platforms, brands, etc. are built on the vision and insight of real professionals and entrepreneurs. Vaibhav Gupta is one of them as the founder of DesiCrypto, which is known as India’s first guerrilla marketing agency for cryptocurrency. However, this time it made more headlines, as it called out two individuals in particular who attempted to hinder DesiCrypto’s prestige and presence through their fraudulent activities.

“Beware of any fraudulent activity carried out by Harshit Aggarwal and Varsha Gupta on behalf of DesiCrypto,” says Vaibhav Gupta. He further adds that Varsha Gupta (https://twitter.com/yesitsme_varsha?t=GF0A7rQwP1ez07VG3iNmEA ) was the marketing manager of DesiCrypto from April 2021 to December 2021 and Harshit Aggarwal (https://twitter.com/harshitcreator?t=NnBfW82geY-rVSqpdQ3GXQ ) was also employed by DesiCrypto as a marketing manager for around the same time. However, it was later noticed how Varsha, who was given the responsibility of dividing the task between the team, gave confidential information about the company, and she was also added to the client groups, qu she misused and disclosed to Harshit who was planning to launch similar services. They went ahead silently launching similar services by leaking their database and proposal, even copying it verbatim.

Now the DesiCrypto team has learned how they silently poached their customers and also used the DesiCrypto brand name for their own benefits while extracting money from innocent customers. This all happened in silence and was recently spotted by Vaibhav Gupta, founder of DesiCrypto.

Vaibhav Gupta is shocked beyond words and also heartbroken as he was the one who brought these people into the industry, trusted them and gave them work. The DesiCrypto team will soon be taking legal action against the duo.

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Why bankers and CEOs are spending millions on luxury superyacht cruises https://www.membershipclientpro.com/why-bankers-and-ceos-are-spending-millions-on-luxury-superyacht-cruises/ Fri, 09 Sep 2022 04:37:41 +0000 https://www.membershipclientpro.com/why-bankers-and-ceos-are-spending-millions-on-luxury-superyacht-cruises/ Stacy Fischer-Rosenthal and her team of 30 have had a summer tasked with booking private yachts for bankers, business leaders and other high-flyers now freed from the shackles of Covid-19 and ready to pay millions in dollars for week-long luxury cruises. Superyacht bookings through Fischer Travel Enterprises, of which Ms Fischer-Rosenthal is president, are up […]]]>

Stacy Fischer-Rosenthal and her team of 30 have had a summer tasked with booking private yachts for bankers, business leaders and other high-flyers now freed from the shackles of Covid-19 and ready to pay millions in dollars for week-long luxury cruises.

Superyacht bookings through Fischer Travel Enterprises, of which Ms Fischer-Rosenthal is president, are up 20% this year from already high levels in 2021, a trend also seen by other companies chartering luxury vessels that can be accompanied. of all the Michelin frills. -from starred cuisine to cinemas and submarines.

“Yacht charters are very popular because our clients want the privacy, security and flexibility it gives them,” Ms. Fischer-Rosenthal said.

His company charges $150,000 just to join its members-only service, through which superyachts can be chartered anywhere in the world. “They want to have a luxurious experience.”

Americans are a growing clientele, helping fill the gaps left by wealthy Russians who aren’t traveling as much due to restrictions since the invasion of Ukraine.

And it’s not just the likes of Elon Musk or Beyonce and Jay-Z who rent out these glitzy floating palaces.

Ms Fischer-Rosenthal said an American couple enjoyed their cruise to Greece and Turkey so much in July that they booked another in Italy soon after and invited friends over.

Fraser Yachts, which sells and manages superyachts as well as charters, booked nearly 500 private trips in the first half of 2022, according to director of marketing and business development Mark Duncan. Bookings are up 32% from a year ago, and again most of the growth is being driven by Americans, many of whom are renting for the first time, said Monaco-based Mr Duncan.

Among the megayachts that the company charters are wheelsa 75-meter ship with a gym and a nightclub.

The number of Americans with a net worth between $1 million and $5 million rose 8% in 2021 to more than 12 million households, while those with a net worth of $25 million or more soared by 18%, according to research firm Spectrem Group.

“Our clients are high net worth individuals, managing banks and hedge funds,” Ms. Fischer-Rosenthal said. “They have made a lot of money in recent years. Now they want to travel again and they want the best.

Customers are also getting younger, now reaching their 50s on average rather than the 60-65 age bracket over the past two decades, Mr Duncan said.

About 35% of Fraser’s customers this year are new to yachting, up from up to 15% previously, he said. Cruises involving several generations of the same family are also more popular.

“During the pandemic, people couldn’t be with their families,” Mr Duncan said. “Yachts can be big enough for everyone to be together. Unlike a house, you are not stuck in one place. And you can monitor the environment and test everyone for Covid if that’s your concern.

The trend of families and friends traveling together is driving demand for larger superyachts. Monaco-based Camper & Nicholsons International is seeing the highest demand in the 50m to 60m range, said Jacqui Lockhart, Europe’s head of charter management.

“They often know exactly what they want – a large yacht under three years old,” said Ms Lockhart, whose overall company bookings have increased 30% this year.

“They know what style of yacht they want, from which shipbuilder even.”

One of the most expensive superyachts in the world, available for charter through Camper & Nicholsons, is the 126 Meter Octopuswhich counts among its features two helipads, an elevator and a basketball court.

Previously owned by the late Microsoft co-founder Paul Allen, Octopus costs from $2.2 million per week to rent. Up to 42 crew members are on board to accommodate a maximum of 12 guests. It is booked for three weeks in Antarctica this winter and Camper & Nicholsons said it is already fielding requests for month-long trips next summer to the Mediterranean.

There are around 3,100 private yachts available for charter globally, according to Mr Duncan, but the number of superyachts has plummeted as sanctions against Russia have taken some of them off the market.

One of them, the 72 meters Axiom, was owned by Russian billionaire Dmitry Pumpyansky and had been rented out for about $632,000 a week at the height of summer. It was seized at the start of the war in Ukraine and offered for sale at public auction in August.

There is also more review of private rentals.

“Clients ask questions about yachts and ownership,” said Alexandru Zamfirescu, an independent yacht broker based in Monaco. “They want to avoid any trouble.”

Still, business is good and brokers are focused on getting customers on boats, advising them to book within days of getting a quote. There is generally no negotiation with the owners on the prices.

Updated: September 09, 2022, 04:30

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Everything you need to know about Trump’s push for a ‘special teacher’ https://www.membershipclientpro.com/everything-you-need-to-know-about-trumps-push-for-a-special-teacher/ Mon, 05 Sep 2022 21:32:41 +0000 https://www.membershipclientpro.com/everything-you-need-to-know-about-trumps-push-for-a-special-teacher/ Comment this story Comment A Florida federal judge has ruled in favor of former President Donald Trump’s request for a special master to review documents seized from his Mar-a-Lago home as part of an investigation into his handling of records sensitive governments. At issue is whether he can prevent prosecutors from using documents he says […]]]>

Comment

A Florida federal judge has ruled in favor of former President Donald Trump’s request for a special master to review documents seized from his Mar-a-Lago home as part of an investigation into his handling of records sensitive governments. At issue is whether he can prevent prosecutors from using documents he says should be protected by some form of legal privilege. The Department of Justice had opposed the request. U.S. District Judge Aileen Cannon, appointed to the bench by Trump, also temporarily barred the government from using the treasury to expand its criminal investigation into the former president during the review.

1. What is a special master?

Federal judges have wide discretion to appoint outside experts, known as special masters, to help them handle certain parts of a case. Special masters are sometimes retired judges with direct experience supervising litigation, but they don’t have to be. Reviewing documents to see if there is evidence that a party is not legally entitled to have is a role that special masters can play, but judges call on them to perform a variety of services: they have advised judges on new areas of law, managed mountains of data in complex corporate litigation and oversaw the disbursement of settlement funds. The parties can propose candidates, but it is up to the judge to choose. The judges also decide who pays for the services of the special master – it can be a 50-50 split between the parties, but not always – and set deadlines for their work.

2. Why did Trump ask for one?

Trump argues that at least some of the documents seized by the FBI in the Aug. 8 search of Mar-a-Lago are privileged, meaning they are covered by legal protections that make them barred to federal prosecutors. Trump cited attorney-client privilege, which covers communications between attorneys and their clients, and solicitor-client privilege, a doctrine that seeks to protect a president’s ability to communicate freely with his close advisers. Trump referenced those two privileges in accusing federal investigators of abusing their power and seizing documents they weren’t authorized to take under the search warrant. He asked Cannon to appoint a special master to review the documents and prevent the DOJ from viewing them in the meantime.

3. How is this generally handled?

In investigations involving potentially privileged material, the DOJ may employ a separate group of FBI agents and prosecutors to collect and review evidence to identify and separate any potentially privileged material; the government said it had already done so for the Mar-a-Lago search. Relying on such a “filtering” or “contaminating” team prevents lead investigators from being exposed to information they are not authorized to see, which could disqualify them or jeopardize a future prosecution.

4. How do some cases end up with special masters?

Defendants who do not want the government to review the privilege can ask a judge to summon a special master. It happened during the criminal investigation of former Trump attorney Michael Cohen. The judge in that case explained that he had ‘faith’ that prosecutors’ integrity was ‘beyond reproach’, but that bringing in a special handler would help with the ‘perception of fairness’ given the unique circumstances at stake. Citing the Cohen case, New York prosecutors asked a judge to appoint a special counsel after seizing documents from two other Trump lawyers, Rudy Giuliani and Victoria Toensing. Trump highlighted these cases in his pitch for a special master in the records case.

5. Was Trump’s request unusual?

A request for a special master is not unusual, but a few things set Trump’s situation apart. Very few criminal investigations potentially involve executive privilege, so bringing in a special master to look into this matter would be a rarity. There’s also the timing: Cohen went to court to try to prevent the government from looking at his documents almost immediately after the search. The DOJ went to court days after Giuliani’s and Toensing’s searches, and government attorneys made it clear they had not begun to review the seized documents. Legal experts have also questioned why Trump did not file his special lead request with the federal magistrate judge who signed the warrant and was already presiding over a case related to the release of the warrant documents; filing a new case meant Trump landed before a different judge, randomly assigned to the Florida bench. The DOJ was against using a special master, but argued that if the judge went that route, it would have to be someone with a top-secret security clearance, another unusual item.

6. What did the government say?

The Justice Department argued during the hearing that Trump was not entitled to a special principal review, and that allowing one now would be unprecedented because the documents seized do not belong to him. If the judge grants his request, they say appointing a special master is “unnecessary” given the processes already in place to look for privilege issues and would hamper a parallel intelligence review. They also clarified that Trump is too late to at least block the screening team from viewing the documents. In an Aug. 29 filing, DOJ officials wrote that the task force had identified a “limited set” of seized documents that “potentially” include information covered by solicitor-client privilege, and were working out what to do with it. . The filing did not mention executive privilege, but did indicate that there were other eyes on the documents – that the DOJ and the Office of the Director of National Intelligence (ODNI) were reviewing the classification status of the documents and that , separately, ODNI was analyzing the potential risks to national security if classified material found at Mar-a-Lago were released.

7. What did the judge say?

Cannon ruled special master can review documents seized for both attorney-client privilege and executive privilege, saying Supreme Court has not resolved whether a former president can assert executive privilege against the administration of the incumbent president. Cannon also questioned the Justice Department’s assertion that Trump has no ownership interest in presidential records seized from his residence because they belong to the government — not him. “This position calls for an ultimate judgment on the merits of these documents and their designations,” Cannon said, adding that the government had already admitted the search resulted in the seizure of more than 500 pages of documents potentially covered by an attorney. . client privilege. The judge said in her Sept. 5 decision that the government could continue to access the documents — many of which bear the nation’s highest classification marks — for the limited purposes of conducting a national security review already underway.

8. How might this affect the investigation?

Cannon’s suggestion that the Supreme Court may have to decide the issue indicates the possibility of a significant delay in the case. It could prove a major setback for the Justice Department, which argued in court that the investigation was urgent and urgent. Cannon in the ruling said the exact details of the review process will be decided after both parties submit proposals. She asked the Justice Department and Trump’s lawyers to submit candidates for a special master’s degree by September 9. A special master advises a judge, but does not make the final decision. They typically submit a report to the judge with recommendations — in a case like Trump’s, setting out what they think should happen to the disputed documents — and the parties might then have a chance to weigh in before the judge decides. pronounce.

More stories like this are available at bloomberg.com

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Comviva targets 10% of 5G business globally in the next 5 years https://www.membershipclientpro.com/comviva-targets-10-of-5g-business-globally-in-the-next-5-years/ Sun, 04 Sep 2022 12:57:00 +0000 https://www.membershipclientpro.com/comviva-targets-10-of-5g-business-globally-in-the-next-5-years/ Comviva, a subsidiary of Tech Mahindra and a global mobility solutions provider, is targeting a 10% share of the $2 billion global 5G-enabled addressable business application market over the next five years. While the market across all segments is $20 billion, the company will start with three verticals: banking and financial services, manufacturing and […]]]>

Comviva, a subsidiary of Tech Mahindra and a global mobility solutions provider, is targeting a 10% share of the $2 billion global 5G-enabled addressable business application market over the next five years.

While the market across all segments is $20 billion, the company will start with three verticals: banking and financial services, manufacturing and healthcare.

Elaborating on the 5G plan, Manoranjan Mohapatra, CEO of Comviva, said: “It is a competitive market with global and local players. The market is vast and did not exist before because these services were not possible on 4G. They require high speeds, huge amounts of bandwidth, low latency, and edge travel (5G allows for more enterprise-like processing, which improves quality). Moreover, the margins are good because investment is not like that in telecoms.

Mohapatra said earlier that the company provides enterprise solutions for telecom operators. From now on, it will offer applications and solutions directly to companies and they will be hosted on the public cloud.

However, it will partner with telecom operators to access enterprise customers and their network in a revenue-sharing model.

Telecom operators cannot provide such solutions. For example, a bank may have customers with mobile connections from four carriers.

Comviva aggregates customers on behalf of the corporate client and shares revenue with it.

“It’s a win-win for both. Telcos themselves are planning to increase their enterprise revenue from 6-7% to 40-50% of the total in three to four years with 5G-enabled solutions,” Mohapatra added.

The solutions that companies can offer to customers are varied. For example, a burger company can reach its customers by offering the menu through augmented or virtual reality.

Banks could provide analytics services to their customers or could ask Comviva to offer the digital KYC option to their customers.

Comviva and Tech Mahindra have been major proponents of building indigenous technology for 5G networks, a goal the government has also pushed, particularly in the case of the 4G rollout for BSNL.

Mohapatra said, “We are at a stage where all are auxiliary unit building components. Someone builds a chip, someone a radio transmitter and someone MIMO (multiple-input and multiple-output). But to put a piece together end-to-end, the ability from a scale point of view that we don’t have. We don’t have big R&D houses capable of doing that.

But Mohapatra said that in two to five years there will be companies capable of building complete end-to-end 5G systems in the country.

There are many building subsystems by integrating certain components, he said.

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Who is Evan Corcoran, Trump’s newest attorney? https://www.membershipclientpro.com/who-is-evan-corcoran-trumps-newest-attorney/ Fri, 02 Sep 2022 21:45:30 +0000 https://www.membershipclientpro.com/who-is-evan-corcoran-trumps-newest-attorney/ Evan Corcoran is one of Donald Trump’s latest legal hires. The Baltimore attorney previously represented Steve Bannon and the Jan. 6 defendants. Corcoran has since become embroiled in Trump’s most recent drama: the Mar-a-Lago raid. Loading Something is loading. Mr. Evan Corcoran, a once little-known and low-key defense attorney, has in recent months become a […]]]>
  • Evan Corcoran is one of Donald Trump’s latest legal hires.
  • The Baltimore attorney previously represented Steve Bannon and the Jan. 6 defendants.
  • Corcoran has since become embroiled in Trump’s most recent drama: the Mar-a-Lago raid.

Mr. Evan Corcoran, a once little-known and low-key defense attorney, has in recent months become a key figure in the ongoing saga of the Mar-a-Lago raid as one of Donald Trump’s latest legal hires. .

Corcoran joined the embattled former president’s legal team in April — Trump offered Corcoran the job without ever meeting him, according to the Washington Post — and quickly entrenched himself in his client’s myriad legal troubles. .

But Corcoran himself became headline news following the August 8 FBI raid on Trump’s residence in South Florida, in which agents seized 11 sets of classified documents, some marked top secret, in the residence and the private club of the former president.

A former federal prosecutor turned white-collar criminal defense attorney, Corcoran is a partner at the Baltimore law firm Silverman, Thompson, Slutkin & White. According to its webpage on the site, Corcoran represented an insurance company in a $4 billion insurance coverage case stemming from the World Trade Center collapse and defended corporate officials in investigations into Justice Department cartels.

The attorney apparently made a name for himself in complex commercial litigation and government actions before being caught up in Trumpworld’s legal setbacks.

Previous MAGA customers

Corcoran joined Trump’s legal team with prior experience portraying explosive characters.

Most notably, Corcoran represented former Trump administration chief strategist Steve Bannon in his contempt of Congress case. Earlier this summer, a jury in Washington, DC found Bannon guilty of the charges against him, despite Corcoran’s appeal that the case was unfairly fueled by politics.

Corcoran found himself defending Bannon after nearly taking on a high profile role in the same US attorney’s office that would later sue the War Room host.

In early 2020, Corcoran was on track to become the second official in the federal attorney’s office under Tim Shea, a senior Trump-era Justice Department official whom then-Attorney General William Barr appointed. acting US attorney in Washington. Shea arrived as an outsider and turned to Corcoran, a friend from law school who had served as a federal prosecutor in the office in the 1990s, for the role of first assistant U.S. attorney, according to people familiar with the law. ‘offer.

But, within months, Shea was forced out of the role of U.S. attorney amid outcry over Justice Department leadership interventions in the lawsuits against Roger Stone and the former national security adviser of Trump, Michael Flynn, ultimately ruining Corcoran’s potential return to office.

Beyond his experience with Bannon, Corcoran has also waded into the world of the Capitol riot, representing the longtime Capitol police officer who was charged with obstructing the DOJ investigation into the siege. , as well as defending a Pennsylvania man who pleaded guilty last year to participating in the riot.

A fateful conference call

Now Corcoran finds himself defending perhaps the most notorious legal client the country has seen in recent history.

A person familiar with Corcoran’s interaction with Trump told the Post last month that the former president offered the job to his new attorney without ever meeting him after being introduced via conference call by another Trump adviser.

Corcoran has since found himself embroiled in Trump’s most recent legal drama and could theoretically be involved in the mess, as he and another Trump attorney, Christina Bobb, both contacted the DOJ during the months of effort. government officials to retrieve boxes of classifieds. documents from Trump’s resort.

Corcoran did not respond to Insider’s request for comment.

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IDEAL AGENT® HIRES FORMER COO OF KELLER OFFER TO LEAD CASH OFFERING PLATFORM, IDEAL OFFER https://www.membershipclientpro.com/ideal-agent-hires-former-coo-of-keller-offer-to-lead-cash-offering-platform-ideal-offer/ Thu, 01 Sep 2022 13:35:00 +0000 https://www.membershipclientpro.com/ideal-agent-hires-former-coo-of-keller-offer-to-lead-cash-offering-platform-ideal-offer/ Gayln Ziegler joins as company experiences rapid growth in iBuyer market TAMPA, Florida., September 1, 2022 /PRNewswire/ — IDEAL AGENT®, the Premier Full-Service Real Estate Technology Company, is Hiring Gayln Ziegler as SVP of Offers to lead its cash offers platform, IDEAL OFFER™. IDEAL AGENT® recently launched its Cash Offer & Leaseback programs for home […]]]>

Gayln Ziegler joins as company experiences rapid growth in iBuyer market

TAMPA, Florida., September 1, 2022 /PRNewswire/ — IDEAL AGENT®, the Premier Full-Service Real Estate Technology Company, is Hiring Gayln Ziegler as SVP of Offers to lead its cash offers platform, IDEAL OFFER™. IDEAL AGENT® recently launched its Cash Offer & Leaseback programs for home sellers and is seeing a rapid increase in demand. The program allows clients to forgo registration, viewings and open houses, offering multiple cash offers through its network of investors, ensuring the best price for home sellers. IDEAL AGENT® offers the most options when selling, allowing the client to close at their convenience or after finding their new home with its multiple leaseback options.

Gayln brings over 20 years of real estate experience, including owning and managing a sole proprietorship, regional launch of Opendoor, and most recently COO of Keller Offers, a division of Keller Williams that offers cash, concierge, leaseback, and other offerings. Gayln will lead the growth of the Cash Offer program through the development of a proprietary technology platform, the expansion of institutional buyer partners and marketing support for network agents ensuring customers the best price and door-to-door selling experience first class.

“We are delighted to have Gayln join our management team. Gayln brings a wealth of experience and knowledge in the iBuyer industry to IDEAL AGENT. In an uncertain market with ever-increasing days on the market, cash offers are increasingly demanded by door-to-door sellers looking to ease the stress of selling with convenience,” said Steve JohnsonFounder and CEO of IDEAL AGENT®.

IDEAL AGENT®, recently recognized as the fastest growing real estate company by Inc5000 and Tampa Bay Business Journal, makes the home buying and selling process easy and profitable by providing a seamless online experience that connects customers with the best agents, from the best brokers, with variable commissions as low as 2%. IDEAL AGENT® streamlines the real estate transaction by connecting all services including title, mortgage, insurance, warranty, moving, and home services, giving clients a seamless experience and getting them 5-star results , ranking #1 in real estate on Trust Pilot .

For more information visit idealagent.com

About IDEAL AGENT®

TampaIDEAL AGENT®, established in 2016, is the nation’s fastest growing full-service real estate services company. Recognized as a leader in modernizing real estate transactions, IDEAL AGENT® makes the home buying and selling process easy and profitable by providing a seamless online experience, ranking number one in real estate on Trustpilot. IDEAL AGENT®’s free service matches clients with the top 1% of local and national agents from top brokerages including Keller Williams, RE/MAX, Sotheby’s, Berkshire Hathaway, and more with varying commissions as low as 2%. IDEAL AGENT® streamlines the real estate transaction by connecting all services including title, mortgage, insurance, warranty, moving and home services set up, giving clients a seamless experience by getting them 5 star results. IDEAL AGENT® has won multiple accolades for real estate excellence, sustained revenue growth and is recognized as the fastest growing real estate company by Inc5000 and Tampa Bay Business Journal, “The Next 1000” by Forbes, 21 Startups to Watch, USF Fast 56 and Tampa Bay Times Best Places to Work.

CONTACT
[email protected]
800.941.8857

SOURCE Ideal Agent

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8 Ways Advisors Can Improve Their Business Operations and Stay Customer-Centric | Financial advisors https://www.membershipclientpro.com/8-ways-advisors-can-improve-their-business-operations-and-stay-customer-centric-financial-advisors/ Mon, 29 Aug 2022 20:58:00 +0000 https://www.membershipclientpro.com/8-ways-advisors-can-improve-their-business-operations-and-stay-customer-centric-financial-advisors/ When it comes to the term “advisory business operations”, there are probably a thousand ideas that cross the minds of financial advisors. Does this include front office and customer contact activities? Does it cover back office, trading and portfolio management tasks? What about the finance or human resources functions in your office? In short, consulting […]]]>

When it comes to the term “advisory business operations”, there are probably a thousand ideas that cross the minds of financial advisors. Does this include front office and customer contact activities? Does it cover back office, trading and portfolio management tasks? What about the finance or human resources functions in your office?

In short, consulting business operations include all the steps taken to keep your business running and generating revenue. A consulting firm’s business operations can cover the manpower, equipment, and business infrastructure necessary for leaders and teams to carry out the day-to-day tasks of the business.

Improving your business operations and staying customer-centric can help you solidify your place in the market. New financial advisory firms are popping up every day in an already crowded market. The importance of effective business operations can help you maximize efficiency, streamline communications, and serve customers well. Without effective operations, inefficient workflows and poor communication will become part of your business practices, which is correlated with higher occurrences of business failure. Your customers and teams won’t sing your praises either! Now that you know what operations are all about, here are eight easy ways to improve the way you run your business:

  • Organize your day.
  • Review your business plan.
  • Clearly define the goals and objectives of the business.
  • Contact existing customers.
  • Reevaluate your pricing/service model.
  • List the areas you want to improve.
  • Improve your marketing efforts.
  • Measure performance.

Organize your day

It’s a big. Financial advisors have competing priorities every day. Working with customers and providing services tends to take priority over working on your business. Take the time to keep an eye on what you are doing day in and day out. Organize blocks of work time so you can do strategic work. Capture urgent, high-priority items in the morning — checking emails, transactions, or money-moving requests — with lower-priority items like networking, marketing, and office administration later. Prepare a list of recurring tasks and projects that require your attention; Define aims; and above all, honor your calendar blocks!

Review your business plan

You’ve probably spent a lot of time on this document, so don’t file it away, never to see it again. Your business plan is a living representation of your business goals, why they are attainable, and the strategies best suited to achieve them. Checking in to see how you’re doing is a great strategic move. Take a look at your SWOT analysis, or your strengths, weaknesses, opportunities, and threats, and revise it as market conditions change to keep you on track. This document can help you plan and prepare for your company’s next move.

Clearly define business goals and objectives

Business goals, when realistically set, will help you measure your success, align your expectations, and chart a course for growth. Defining your direction of what you are aiming for will help improve your consulting firm’s operations. For example, without a clear growth strategy, your business development and/or marketing can be a lot of work for little reward. Throwing spaghetti at the wall hoping something sticks can create more of a mess than a marketing masterpiece.

Reach existing customers

Your existing customers are a wealth of ideas and new business opportunities. Engage them throughout the year through social media, newsletters, and customer events — in-person or virtual — to help you stay ahead. Build your marketing system as an extension of your service operations. Determine which aspects you can automate to personalize and accelerate proactive engagement with your customers. By considering their needs, you can quickly elevate your brand and service model that speaks “high touch, high value.”

Reassess your pricing/service model

Many consulting firms fall under similar pricing models: assets under management, hourly, fee-for-service, subscription, or hybrid. Think about how your services can be improved to meet the needs of your ideal customers. For example, if you plan to serve millennial business owners who may not have amassed significant assets, a monthly subscription model may be a direction to consider. Analyze your service and pricing based on your company’s financial goals, but also based on the customers you intend to serve. Know that people want the best, so structure your service model to meet the need, deliver value at every point, and charge appropriately for the value you provide.

List the areas you want to improve

No company has it all. Most companies are in a constant state of improvement, some more than others. As you evaluate your operations, list the areas you want to improve and the benefits you will get. Reach out to your team and hold brainstorming sessions to find solutions to issues that are compromising your work. Minor issues or areas that aren’t as streamlined can cause more trouble than you think. As a business owner, you need to be aware of weak points in your operations that can affect your bottom line. For example, if your customer onboarding workflows are less than stellar, commit to making changes using the transformation you will achieve as motivation. Workflows that detail how you deliver services will eliminate on-the-spot judgments, avoid bottlenecking customer actions, and reduce errors. Isn’t that something to get excited about?

Improve your marketing efforts

Staying a priority for your ideal customers takes both patience and intention. At its core, marketing is all about building your brand, entering the market, and creating demand for your services. Many business owners can improve their marketing efforts in inexpensive ways, including creating high-quality content on a niche-specific blog, hosting financial webinars, and updating their website that caters to their ideal customer.

Measure performance

Using customer surveys and reviews, financial statements, or employee feedback ratings, measuring performance using key performance indicators, or KPIs, is an important step in learning how you can improve your operations. commercial. Financial statements can clarify where you are overspending. Reviews and customer surveys can highlight the needs of your customers and the frustrations of your employees.

Every day presents a new opportunity to do things differently and move your business forward. It can be difficult to know where to start. Many successful business owners take the time to reflect and monitor what is happening in their business. Elevating your operations is not a one-time event. You need to put plans in place to close the gaps with a firm plan of action. This way you can work towards the business success you seek and it will help you work towards a stronger future for your business. Your goal here is to make your operations streamlined, efficient, and customer-centric, enabling you to achieve your financial goals. It is at this crossroads that you can discover a win-win.

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Judge is likely to grant Trump a special master request for the Mar-a-Lago documents https://www.membershipclientpro.com/judge-is-likely-to-grant-trump-a-special-master-request-for-the-mar-a-lago-documents/ Sun, 28 Aug 2022 03:56:23 +0000 https://www.membershipclientpro.com/judge-is-likely-to-grant-trump-a-special-master-request-for-the-mar-a-lago-documents/ Trump filed a lawsuit asking a court-appointed stranger to review the Mar-a-Lago documents. A judge signaled on Saturday that she was inclined to grant the request. The lawsuit also accused the Justice Department of treating Trump unfairly. Loading Something is loading. A judge indicated on Saturday that she would likely accept former President Donald Trump’s […]]]>
  • Trump filed a lawsuit asking a court-appointed stranger to review the Mar-a-Lago documents.
  • A judge signaled on Saturday that she was inclined to grant the request.
  • The lawsuit also accused the Justice Department of treating Trump unfairly.

A judge indicated on Saturday that she would likely accept former President Donald Trump’s request to have a court-appointed stranger review documents seized by the Justice Department at Mar-a-Lago in Beginning of the month.

In a brief order, U.S. District Court Judge Aileen Cannon wrote of her “preliminary intent to appoint a special master in this case,” adding that it should not be construed as her final decision.

Cannon, who was appointed by Trump, ordered the Justice Department to provide a “more detailed” list of items recovered from Trump’s Florida residence during the search and information on the status of current examinations of the materials. , including the “filter review” team that filters out documents protected by solicitor-client privilege.

Cannon also asked Trump’s team to respond to the Justice Department’s new detailed list of seized documents and for both sides to explain their expectations for a special master’s role in the case. She has scheduled a hearing for Thursday.

Trump filed a lawsuit on Monday asking the court to block the Justice Department’s review of the documents and appoint a special master to “protect the integrity of privileged documents” or screen documents protected by executive privilege.

The lawsuit also accused the Justice Department of treating him unfairly, charges the judge did not address in her order on Saturday.

During a search in Mar-a-Lago on August 8, the FBI seized boxes of equipment, some highly classified, according to court records. The Department of Justice is investigating potential violations of laws relating to the handling of government records.

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Link Group acquires HS Pensions https://www.membershipclientpro.com/link-group-acquires-hs-pensions/ Fri, 26 Aug 2022 08:40:32 +0000 https://www.membershipclientpro.com/link-group-acquires-hs-pensions/ Link Group has agreed to acquire HS Pensions for an undisclosed amount, with the transaction expected to close in the second half of 2022. The acquisition aims to support Link Group’s efforts to simplify and improve member experience and engagement by providing cutting-edge technology to customers. HS Pensions will integrate with Link Group’s UK Retirement […]]]>

Link Group has agreed to acquire HS Pensions for an undisclosed amount, with the transaction expected to close in the second half of 2022.

The acquisition aims to support Link Group’s efforts to simplify and improve member experience and engagement by providing cutting-edge technology to customers.

HS Pensions will integrate with Link Group’s UK Retirement & Superannuation Solutions business, providing out-of-the-box capabilities for the division in basic pensions administration and a platform for business engagement technology.

Together the companies will employ around 200 people and serve around 1.5 million members with assets under management totaling over £4 billion, with HS Pensions currently administering the pensions of around 370,000 members.

Commenting on the acquisition, Link Group Retirement & Superannuation Solutions Managing Director Dee McGrath said: “Our commitment to the UK pensions industry is underpinned by our investment in building our capabilities, technology and of our platform to serve customers and bringing our global experience of a proven and successful Australian business to the UK.

“This transaction accelerates that vision and will see two high-quality businesses integrated to simplify and enhance the member experience in the UK, with significant growth potential.”

Adding to this, HS Pensions CEO Steve Goddard said: “We are delighted to have reached this agreement, which reflects very positively on the quality of the business of HS Pensions and our team.

“We believe this is very good news for our customers and associates, as it will facilitate the continued growth of the business while providing Link Group with the opportunity to accelerate its UK growth plans and deliver on its ambition to modernize the member experience and the wider pension industry.”

Managing Director of Link Group Retirement & Superannuation Solutions UK, Richard Wilson, also highlighted the acquisition as “a very exciting opportunity” for Link Group, HS Pensions, and its collective teams and clients.

“Together with HS Pensions, we will provide clients with a best-in-class DC and DB proposition through our deep capabilities and excellent team, enhanced infrastructure and diverse customer base,” he continued.

“Our joint capability will also enable us to support future developments in collective defined contribution schemes, in what will be a period of transformation for the UK pensions industry.”

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How to Talk to Your Clients About the IRS https://www.membershipclientpro.com/how-to-talk-to-your-clients-about-the-irs/ Wed, 24 Aug 2022 17:19:47 +0000 https://www.membershipclientpro.com/how-to-talk-to-your-clients-about-the-irs/ By Ernie Villany, CPA. There are times when our consulting services are important. It’s one of them. As you may have noticed recently, the IRS has been a frequent topic in the 24-hour news cycle. The problems and challenges faced by the government tax assessment and collection agency have been well documented and quite noticeable […]]]>

By Ernie Villany, CPA.

There are times when our consulting services are important. It’s one of them. As you may have noticed recently, the IRS has been a frequent topic in the 24-hour news cycle. The problems and challenges faced by the government tax assessment and collection agency have been well documented and quite noticeable in terms of customer service.

While the IRS has long been known for long wait times for incoming calls, a reduction in its already stretched resources has now led to pre-recorded messages asking callers to hang up and try again later. This is a bad problem to have when most people who seek help do so because of an urgent and immediate need to speak with an agency representative.

Several factors explain why the IRS has failed to live up to its commitment to serve the American people. As we all know, public health issues related to the pandemic have necessitated a remote working model and the decentralization of the agency has compounded their problems.

To date, they have yet to build or optimize a remote infrastructure that would fully support their employees’ ability to work from home. Not to mention that the majority of IRS IT and telecommunications systems are outdated, unable to integrate with newer, more digital platforms. This means that IRS agents themselves are having connectivity issues, with little or no help available to resolve them.

Finally, the agency’s level of staffing is woefully insufficient to meet the growing needs of its individual and institutional audiences, who continue to struggle to resolve many of the complex tax issues brought on by COVID-19. And that shortfall spilled over to another outclassed US agency – the Postal Service. Consequently, checks and correspondence are regularly delayed and incredibly late. The IRS budget has shrunk 15% over the past decade, and the agency started this year with a backlog of more than 11 million unprocessed returns.

This is the crux of the bad news facing the IRS. As accounting professionals, we have all been on the front lines of this crisis for many months now. Our clients are frustrated, irritated and worried about getting the resolutions they need to be at peace. Bad-mouthing the IRS has never gone out of fashion, and current circumstances have only directed more vitriol and invective at them.

But remember – in our role as CPAs and accounting professionals, we are the primary intermediary between the IRS and our clients. They look to us for answers, and while we may not have them all, we owe it to our profession to address the situation in an unbiased and fair manner. Most of us don’t want to be pencil pushers and fill-in-the-blank artists. We yearn for the opportunity to practice the one crucial commodity we provide – consulting services. My friends, that time has come.

As far as the IRS is concerned, help is on the way. And we must communicate these updates to our customers honestly and professionally. So, I implore you to keep up to date with the changes in the IRS and manage your clients’ expectations accordingly. Here’s how to talk to our clients about the IRS.

On the Inflation Reduction Act

On August 16, President Biden signed into law the Inflation Reduction Act. This bill represents months and months of efforts by congressional leaders to address the country’s economic problems, not the least of which is an inflation rate the likes of which we have not seen in decades. But the bill also singles out the IRS for immediate assistance — worth about $80 billion, to be used over the next 10 years.

What your customers need to know

As CPAs, we need to filter out any political bias currently circulating in the media. Appropriate funding is allocated to two general areas 1) to strengthen taxpayer services and 2) to strengthen tax code enforcement. Here’s a great breakdown of those funds, as published by the nonpartisan Congressional Research Service:

  • $45.6 billion is spent on tax enforcement, to reduce the ‘tax gap’ of average unpaid federal taxes
  • $25.3 billion goes to operations support to cover routine costs like rent, facilities and upgraded systems
  • $3.2 billion goes to taxpayer services, such as filing and account management
  • $4.8 billion is spent on modernizing enterprise systems

The budget would support the hiring of 86,852 additional full-time employees over the next decade. Not just enforcers, but all workers – even those answering beleaguered customer helplines.

The funding will not – despite current rhetoric – create an army of new tax enforcement officers. These enforcement agents also do not target individual or institutional taxpayers with taxable income of less than $400,000. It literally says that exact phrase in the bill that has now been signed into law. The new funding will also not increase the chances of being audited. This promise came directly from US Treasury Secretary Janet Yellen, who is quoted in written correspondence here:

“Specifically, I direct that any additional resources, including any new staff or auditors hired, not be used to increase the share of small businesses or households below the $400,000 threshold that are audited against the historical levels. This means that, contrary to misinformation from opponents of this legislation, small businesses or households earning $400,000 a year or less will not see their chances of being audited increase. Enforcement resources will instead focus on high-end non-compliance. “

The nonpartisan Congressional Budget Office has reviewed the legislation and estimates that this new funding allocation will increase net federal revenue by more than $124 billion. It is money owed to the government in the first place. Now they will have the means to recover it.

We owe it to our clients to provide honest and straightforward answers about current challenges and proposed solutions for the IRS. Regardless of any political affiliation, we can – and should – present only the facts to our clients. And do it the same way we treat hard numbers on their tax returns. At times like these, we should all make a conscious effort to lower the temperature of rhetoric. We are expected to be accounting and tax professionals who provide accurate advisory services. And I believe the time has come to follow up on that.

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Ernie Villany, CPA, is the Founder and President of Boulder Valley CPAs (BVCPAs), a Colorado-based consulting/CPA firm representing clients in 30 states. Ernie has over 20 years of experience in public accounting, helping small and medium-sized businesses around the world plan and manage their financial growth, while mitigating tax liabilities. He can be reached at ernie@bouldervallycpa.com.

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