Clearpoint Agency

As we approach the season of giving, our client, Curebound reflects on its incredible impact in the fight against cancer: 💰 $43 million invested in innovative research 🔬 142 research grants funded 🏥 35 new or expanded clinical trials underway 💡 $126 million in follow-on funding supporting 48 collaborative grants Curebound is accelerating the pace of cancer research by funding bold, early-stage studies that can potentially change cancer patients' lives. Learn more about the San Diego based philanthropic organization, Curebound: https://lnkd.in/gzynxWhD #Curebound #EndCancer #SanDiego

🎉 Our client, Oxford Bank (OTC: OXBC), is celebrating 140 years of serving Southeast Michigan by giving back to the community! In 2024, they proudly donated $150,000 and 750 volunteer hours to local nonprofits, schools, and charities across the state. Their team supported organizations helping tackle critical issues like homelessness and financial literacy. As the oldest commercial bank in Oakland County, Michigan, they are committed to “Delivering Value for Life,” not just through banking services, but through meaningful community impact. Learn more about Oxford Bank’s commitment to being a cornerstone of their community: https://lnkd.in/g9D_-ccQ #OxfordBank #CommunityBanking #CommunityImpact

This Authority Magazine interview with Sasha Kottmeier, Executive Director and Senior Vice President at UBS, provides a great perspective on how his extensive athletic background has shaped his career in financial services and leadership. Kottmeier emphasizes how sports, particularly team dynamics and resilience, have influenced his leadership style. Key takeaways from his interview include: 1. Teamwork: Whether in soccer or financial management, understanding your role and collaborating with others is key to success. Kottmeier stresses how sports have taught him the value of working together towards a common goal, much like achieving financial success through collaboration. 2. Resilience: Kottmeier’s experience in various extreme sports, from marathons to trail running, has cultivated a mindset of overcoming adversity. He highlights how resilience in sports is directly applicable to his work, teaching him to stay focused and find solutions, even when things don't go according to plan. 3. Discipline and Self-Reliance: Kottmeier credits his athletic pursuits for instilling discipline and the ability to work independently. This ability to stay disciplined in training carries over into his professional life, where he applies the same level of commitment and perseverance. 4. Creativity in Problem-Solving: Just as he learned to think on his feet during athletic challenges, Kottmeier values creativity in addressing challenges at work. Being able to adapt and explore new solutions is vital in both sports and leadership roles. 5. Empathy and Relationship Building: Through his sports career and diverse experiences, Kottmeier learned the importance of building genuine relationships. He demonstrates how understanding and supporting others, whether in sports or finance, fosters long-lasting connections and trust. Overall, Kottmeier’s story shows how lessons learned from athletics can be applied effectively in leadership and career development, underscoring the importance of perseverance, teamwork, and adaptability in both fields. Read the full article: https://lnkd.in/gJ5t_QWZ #UBS #Leadership #WealthManagement

In the recent Corp! Magazine article by David Lamb, Chairman, President, and CEO of Oxford Bank, reminds us why supporting local businesses and community banks is more important than ever. By banking locally, businesses can access personalized services, faster decisions, and a bank that truly understands their needs. Community banks also play a significant role in local economic growth and job creation. Learn why banking locally makes sense for your business and community in this insightful article below. #SupportLocal #Banking #SmallBusiness #OxfordBank

🚀 PR: The Secret to Brand Success! 🚀 Did you know that PR plays a pivotal role in shaping your brand's reputation and visibility? 🌟 Clearpoint Agency breaks down 4 key reasons why PR is crucial for your brand’s growth and long-term success. Whether you're a startup or an established business, understanding the power of public relations can make all the difference. 🔑 Learn how PR can: 1. Build trust with your audience 2. Improve brand recognition 3. Strengthen relationships with the media 4. Keep your brand ahead of the competition Check out the full article to discover how PR can help elevate your brand! 🌟 👉 https://lnkd.in/g2QYWpQU #PR #BrandSuccess #PublicRelations #BrandBuilding

🍂 Happy Thanksgiving from Clearpoint Agency! 🍂 This time of year, we reflect on all that we are grateful for. Our clients and colleagues make our journey worthwhile, and we are truly thankful for your support. May your Thanksgiving be filled with love, laughter, and delicious food! Enjoy this special day with your loved ones.

The Federal Reserve's recent interest rate cuts could provide opportunities for investors. Check out UBS Financial Advisor, Cameron Price’s, recent citybiz article on why now is a good time to review your fixed-income portfolio, consolidate debt, and explore refinancing options. Article: https://lnkd.in/eGwhd77U #UBS #FinancialPlanning #FinanicalServices #SanDiego

🚴♀️ Curebound Launches the Curebound Cancer Challenge! 🚴♂️ Our client, Curebound, announced the Curebound Cancer Challenge, an elevated fundraising experience aimed at accelerating cancer research and funding a $100 million goal through innovative collaborations. Kicking off with an incredible $1.1 million philanthropic gift, this new challenge builds on the success of the Padres Pedal the Cause and promises to make an even bigger impact in the fight against cancer. Learn more about Curebound Cancer Challenge via citybiz: https://lnkd.in/g2K9wbXC #CureboundCancerChallenge #Curebound #CancerResearch #CureboundChallenge

Congratulations to Chris Marsh, Managing Director of UBS for being named as one of the "500 Most Influential People in San Diego" by the San Diego Business Journal! Recognized for his leadership and impact, Chris continues to shape the wealth management industry in the region. Check out the SD500 list at: https://lnkd.in/g9sVxBiH #SD500 #UBS #FinancialPlanning #FinanicalServices #SanDiego #SDBJ

#ICYMI - Check out Experienced Voices podcast with Kasey Edwards, CEO and Co-Founder of Helpr. Helpr is a global tech company transforming corporate caregiving benefits, now supporting Fortune 500 companies across 45 countries. Kasey shares the journey behind Helpr’s growth, how they leveraged digital technology to scale their services, and the bold decisions that have redefined caregiving as a key workplace benefit. Tune in for Kasey’s insights on scaling a tech-driven solution, building a global business, and why caregiving has become a vital part of today’s corporate culture.