After yesterday's Q4 and full year report presentation, Head of Investor Relations Oscar Erixon had a short interview with our Co-founder & CEO Lars Wingefors, which brings you the 📺 Q4 report in brief.
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Onboarding sets the tone for successful relationships with your customers. We understand the existing challenges businesses are facing and have built a platform to tackle them. Grab a coffee ☕ and tune in to this interview to find out how we are transforming the customer onboarding journey at Binderr 💪
In our interview with Binderr's CEO and Founder, Jacob Appel, he shared valuable insights into the challenges inherent to onboarding legal and accounting SMB markets, which inspired them to build their end-to-end client onboarding firm. Watch it here: https://lnkd.in/d6TQG8UP
About Binderr: Interview with CEO Jacob Appel
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When it comes to securing your financial future, the choice between a fiduciary and traditional wealth management can make all the difference. A fiduciary operates under a legal and ethical obligation to put your interests above all else. Unlike traditional wealth management, which might involve conflicts of interest due to commissions, a fiduciary's commitment is clear: • To put your interests before their own in all financial matters. Impartial advice is integral to your relationship together. This means you can trust that recommendations are driven by your best interests, leading to a more transparent and secure financial journey for you and your family. In contrast, traditional wealth management may involve hidden fees, biased recommendations, and a lack of transparency in decision-making. With a fiduciary, you are more than just a client. The fiduciary's duty is to build your financial well-being, aligning their efforts with your aspirations. So, when making the pivotal choice of who to entrust with your financial matters, consider the peace of mind that comes with choosing a fiduciary—a dedicated professional or team committed to your financial prosperity, honesty, and transparency every step of the way. Is your wealth manager working for you or are you ready to consider a change? Discover a personalized approach to financial well-being by scheduling a one-on-one discovery call with our certified financial planners by clicking the link below! https://lnkd.in/eVvtaQBh
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Investor meetings offer important opportunities to clarify your company story and answer key investor questions. Get our guide to preparing for investor meetings: https://hubs.la/Q02mJbpz0
How to Prepare for Successful Investor Meetings
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Thrilled to be part of ROTH Capital Partners (ROTH MKM) Conference in California diving into the dynamic world of capital markets and IPOs. Let's connect if you're keen on exploring strategies, trends, and insights in this ever-evolving landscape. Looking forward to insightful conversations! #CapitalMarkets #IPOs #ConferenceNetworking #california
Managing Director Private Equity at CFGI, a portfolio company of The Carlyle Group & CVC Capital Partners
Meet me and my colleagues Enea Tarenzi, Brian Powell, and Leonardo Anselmi at the ROTH Capital Partners (ROTH MKM) conference at The Ritz-Carlton Hotel Company, L.L.C. Laguna Niguel in Dana Point, California from March 17 to 19. Connect with us via LinkedIn and send a private message if you like to schedule a meeting. We look forward to meeting with you! #cfgi #cfgiismna #cfgisiscapitalmarkets #cfgiisipo #cfgiistechnicalaccounting The largest global independent accounting advisory firm backed by The Carlyle Group and CVC Capital Partners.
ROTH CONFERENCE 2024 Teaser
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Founder of Opalesque, since 2003 a leading publisher on alternative investments / family offices. Senior Advisor to Castle Hall, a leading specialist in operational due diligence servicing $10 trillion in assets.
Think you can’t get conned? Think again, and learn from Maria Konnikova and Markus Schwingshackl how to spot the con before they spot you. This article was the most forwarded of our new HORIZONS: Family Office & Investor Magazine (free download: https://lnkd.in/dGU_Wsv)
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Wondering what to show your investors or directors the next quarterly meeting? Watch this video 😉! Messgae me to receive proven case studies! https://lnkd.in/gV434zKH
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LIVE WEBINAR -- PE Deal Origination in 2023: Insights, Strategies, and Learnings” on Tuesday, October 31st at 11am EST (3pm BST). Join us for a panel discussion with Private Equity professionals from Palladium Equity, Alantra, and Vance Street Capital, hosted by our CEO, Sam Glasswell, as they reflect on the deal activity in 2023. They will explore deal flow status, prominent sectors for M&A activity, sector-specific strategies that have proven effective this year, and assess how technology, such as AI, is reshaping deal sourcing in the Private Equity landscape. Read more about our speakers and register here: https://lnkd.in/etEjTfZd #privateequity #experts #dealflow #PE #canopy - Arbolus
🎤 Curious about the buzz around our upcoming panel discussion? One PE associate shared their excitement and what drove them to register for our upcoming webinar, "PE Deal Origination in 2023: Insights, Strategies, and Learnings," on October 31st at 11 am EST (3 pm GMT). ➡ Read more about our speakers and register here: https://lnkd.in/eTsMsRMa
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Our CEO Rashay moderated an insightful panel on managing plan fees at P&I Conferences Defined Contribution West in San Diego. The discussion with industry experts Marco Merz, CFA, Diane Chui Justen, and Angelica Harborth shed light on crucial aspects of retirement plan management. For those interested, the first takeaway was that since 2012, total fees for US DC plans, inclusive of both investments and administration, have decreased by approximately 40%. Read all the key takeaways here: https://lnkd.in/ekXcRFMu #PensionPlanManagement #IndustryInsights #DefinedContribution
Looking forward to moderating this afternoon's panel on managing plan fees with Marco Merz, CFA, Diane Chui Justen, and Angelica Harborth at P&I's DC West Conference.
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Have a listen to Tony Cheevers, Mark Riggs, and Ken Jacobs discuss the finer points of client aquisition, finance communications, and more in the latest webinar from O'Dwers and Researchscape.
The Webinar You Can't Afford to Miss
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Remember, choosing a financial advisor is not just about numbers; it's about finding a trusted partner who comprehends and supports your unique financial journey. Ask yourself the following questions to help you find the right financial advisor for you! Is your current financial advisor a Fiduciary? Does your financial advisor earn revenue from the investments or products that they offer you and your family? If the answer is yes, there are many more questions that must be asked. Does your current financial advisor provide personalized attention? Advisors who truly understand your financial aspirations and offer tailored guidance to meet your individual needs will be able to truly maximize your financial potential. How big is your current advisor’s client load? Advisors with a high client load will be less able to dedicate ample time to your financial journey. Take note of the number of clients an advisor handles. Does your current advisor take a generational approach? Advisors who grasp the complexities of multigenerational financial planning can help ensure your financial strategies align with your long-term family goals. Is the advice you receive unbiased? Fiduciaries who operate without financial interests in specific products can focus their advice on your financial well-being, not product sales. Does your advisor have good listening skills? Advisors who actively listen to your concerns and engage in meaningful discussions, rather than pushing pre-packaged solutions, will have a better understanding of your long term financial goals. How comprehensive are your advisors’ services? Advisors offering a broad spectrum of services should be able to connect you with an outside professional network of experts to enhance your problem solving in life. How often can you meet with your advisor? Evaluate the frequency of interactions with your advisor. Regular meetings, aligned with your needs, are essential to maintain a robust financial plan. If the answers to these questions make you scratch your head, then you should call us to help you sort out your dilemma. https://lnkd.in/eVvtaQBh
Discovery Meeting - Andrew Randisi
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