Gabrielle DiMora’s Post

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here --> https://bit.ly/4cJza81

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here --> https://bit.ly/3xF4plT

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here--> https://bit.ly/3W3hWNy

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here

“Unlock the Power of Expert Insights with BoardSWAP” In today's fast-paced business environment, surrounding your company with outside perspectives from seasoned experts is crucial. Key business decisions can either make or break your success, especially during these unpredictable times. Consider the flexibility of a BoardSWAP Advisory Board, where you can "swap out" advisors as your priorities change. Why Choose BoardSWAP? - Expert Guidance: Access advisors who have successfully solved problems like yours. - Flexibility: Easily adjust your advisory team to match your evolving business needs. - Cost-Effective: Avoid the high costs of consultants and executive hires. - Complimentary Concierge Service: Our Advisor Concierge Service helps you find the right experts for your specific challenges. Key Benefits of a Formalized Advisory Board* - Structure and Discipline: Ensure effective governance and strategic planning. - Clarity of Scope: Define clear roles and responsibilities. - Independence: Receive unbiased, objective advice. -Fit-for-Purpose Advisors: Select advisors with the specific skills and experience you need. -ROI Measurement: Regularly assess the impact and value of your Advisory Board. Don't let a limited budget hold you back. With BoardSWAP, you have the flexibility and resources to navigate any business challenge. Reach out today to learn how our services can drive your company forward or visit us in Booth #700 at ChannelCon, July 30 - Aug1st in Atlanta! https://lnkd.in/ejXr2X8U * Advisory Board Centre #AdvisoryBoardsAsAService #FormalizedAdvisoryBoards #AdvisorConciergeService #CertifiedChairs

We are thrilled to be the latest REGIS-TR partner added to their network. Read the full article here and reach out to us today for all your regulatory reporting needs - https://lnkd.in/e2tsvux7 #regulatoryreporting #partnership

It's a wrap at PEI's Operating Partners Forum Europe in London. It was fantastic to reconnect with old friends and meet new faces in the European private equity ecosystem. I gained valuable insights into the latest trends in value creation and participated in engaging debates. I also had the privilege of speaking on two panels. In my first panel, "Pulling SaaS Commercial Levers to Scale Up Post a Period of Depressed Growth," with Michael Belkin and Tom van Dael, we explored the future of SaaS pricing models for AI-powered solutions. My second panel, "Navigating the Commercial Private Equity Value Creation Journey: Strategies for Success," hosted by OC&C Strategy Consultants Tom Gladstone with Philip Carrivick and Lewis Bantin, focused on growth strategies, stakeholders' early alignment, and the crucial role of operating partners. One highlight was the session "From Boom to Bust: Transforming Your Business and Creating Value Across Functions While Being Cash Restrained" with Nick Eichorn, Paul-Louis Andres, Leo Scanavino, Peter Roos, and Jamal Ismayilov. Key takeaway: when the tide goes down, you see who’s naked, and tough times require bold risks. I enjoyed conversations with Christian Trümpler, Dr. Marc P. Bielitza, Brendan Tobin, Jennifer Fountain, Louis Saund, Ralph Friedwagner, Clive De Silva, Lise Ferrier, Streisan Bevan, Jan-Paul Boos, Mark D. Spiteri, Claudio Crivelli, Anastasya Molodykh, Greg Harwood, and Catherine Brien. Thanks to the teams from Zuora (John Phillips), OC&C Strategy Consultants (Tom Gladstone), and PEI (Tim Sanders, Lawrence Dvorchik, Charles Gould, Marc Mele, Caitriona O'Connor and Kitty Watson). And thanks to Avalon Lee-Bacon Dawn Capital. #privateequity, #operatingpartner, #valuecreation, #pei, #PEIOperatingPartnersForum #knowledgesharing, #Gotomarket #CRO #SalesTransformation #dawncapital #SaaS #GrowthStrategies

𝐁𝐞𝐜𝐨𝐦𝐞 𝐚 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐠𝐧𝐞𝐭—𝐀𝐭𝐭𝐫𝐚𝐜𝐭 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 ✓ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✓ Learn the key to understanding what's essential to high-net-worth clients and their families. ✓ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. https://lnkd.in/ebiVWdMR

Missed our recent webinar? No problem! The full recording is now available for you to watch at your convenience. Access it here: https://lnkd.in/dhJQTU2W Discover how top firms are navigating common challenges in partner reward rounds and learn actionable strategies to enhance your approach. Don’t miss out on these valuable insights! #WebinarRecording #ProfessionalGrowth #PartnerRewards

The InvestmentNews #RIAActivate conference kicking off in NYC with Joe Duran discussing how to take your practice to the next level. Discussing why $1-10B #RIAs are struggling with organic growth, Duran cited an enterprise assessment performed by his company Rise Growth Partners: 1. G2 advisors feel like it's dirty to take on sales. They weren't raised to take on both leading the firm and overseeing the sales component. 2. Firms aren't tracking the inflow of new clients and closing rates.