Medtronic’s Post

As we drift closer toward the impending end of FY24 Q2, let’s take a second to reflect and recap. Are you where you desire to be? If so what obstacles did you have to overcome to achieve such, if not what revisions could be applicable for a different result leading through Q3? Every day is a fresh slate facilitating life and oppurtunity, utilizing every aspect, consider every outcome. Recollect, revise then reapply.

Thanks to our incredible team and customers for your outstanding support. Here's to another year of success together. Happy Financial Year to all! #FinancialYear #FY2024 #fy2025 #BudgetPlanning #TaxSeason #FinancialGoals #FiscalYear #FinancialPlanning #YearEndClosing #BudgetAllocation #TaxReturns #BusinessBudget

Congrats to First Command Financial Services, Inc. on their partnership with Envestnet, Inc Military families have the same need as others to be able to view their complete financial picture in one place. This is a huge decision for First Command and will provide their advisors with access to a wide range of products and services including: 🚀 Unified Managed Account program 🔌 An integrated financial ecosystem 📈 Enhanced reporting and portfolio management capabilities 👩🏻💼 Salesforce integration 🎯 Personalization including optimized tax overlay 💰 Financial planning tools through MoneyGuide 🌎 Data aggregation through Yodlee Also a big win for Envestnet as there aren't many broker-dealers of this size ($40B+ AUM) out on the market. This must have been the client that Bill Crager was referring to on the last earnings call. #financialadvisors #wealthmanagement #portfoliomanagement #technology #advisors https://lnkd.in/dKQnNu_a

FYQ3 is just around the corner. What are your plans to secure business with the federal government before the Q4 Rush? This is the time to: 🌼 Solidify the relationships you’ve been nurturing the last two quarters. 🌼Ask how you can help with any budgets, estimates, ideas, questions as they ramp up their scopes of work. 🌼Ask if they have a need, but ‘it’s not in the budget for this year.’ Why ask? Because last minute funds pop up in August and September and if you’ve already helped them write up the list or scope, showed them your easy closing mechanisms such as contract vehicles and set aside possibilities, they’ll put that list or scope in their ‘wish list’ pile and if money comes available, with the paperwork already in-hand you might win some last minute deals. 🌼Keep in front of your key contacts Now, because after July 1, they’re going to be way too busy to talk to you in ‘first meetings.’ It’s too late for FY2024 if you’re just starting in July to reach out. 🌼April is Last Push for Needs Assessments. 🌼 Need a boost? Training? Intelligence? Focus? A Plan? Let’s talk. PM me here and I’ll give you one complimentary hour of my time.

Let's embrace the power of financial insights in our professional journey. #ThursdayThoughts #BMCSAAS

Unlock financial peace and prosperity with Dynamics 365! Take the reins of your finances and steer towards a brighter, more secure future. #StayInControl #Dynamics365 #FinancialFreedom

Today, we shared our FY24 First Half Programmatic & Fiscal outcomes, highlighting our financial & operational achievements along with exciting strategic growth opportunities and our expanding influence. We’re optimistic about the future and the #PowerofPossible. Read about our extraordinary results here: https://bit.ly/4a5nhrv

The best time to plan for end of year spending success in FY2024 was last year. The second-best time is today. Everyone can plan to participate, but you must set realistic goals. And you must plan out your activity. The reason most people fail to hit their goals is that they do far little to achieve those goals. Join me as I share: • Why you should plan for 'end of year' spending and what that means • Steps you can take if you're not able to prime contract • Steps you can and should take if you're an 8(a) small business ___________________________________ 🔥 Join 16,816 others and subscribe to our GovCon newsletter | https://lnkd.in/es6qfwgk 👀 Follow me (Neil McDonnell) on LinkedIn and hit the 🔔 on my profile to see more government contracting content like 30,851 other people do.

Use the link below to register for our first #Vidriofinancial webinar of the 2024 season. Only 5 days left to secure your spot on learning more about data management concerns that many #allocators are facing today. We hope to see you online. https://hubs.li/Q02l-y-J0 #privatemarkets #datamanagement #totalportfolioview #assetmanagers #familyoffices #endowments #alts #webinars