We’re delighted to announce our new Chief Strategy Officer and Chief Revenue Officer ⭐️ Carolyn will lead business and corporate development, including strategy, ancillary revenue, pricing and monetisation. Brian will lead all of Trustpilot’s commercial teams globally. Check out the latest news here: https://lnkd.in/eHSsRPSC.
Best of luck!
Great opening panel discussion on the state of ISV technology and partnerships.
Confused by a Merchant Statement? Allow me to provide an AI-driven analysis, instantly.
In the opening remarks at Southeast Acquirers Association one panelist encapsulated a timeless truth with simple wisdom: "Take the crawl > walk > run approach and be something to someone; you cannot be the best for everyone." This approach, akin to the natural progression of growth, reminds us that success is a journey, not a race. It begins with a crawl—those tentative first steps filled with learning and exploration. As we gain confidence and understanding, we walk, steadily building our momentum. Finally, with experience and knowledge, we run, embracing our full potential. Yet, equally important is the second part of the message: "Be something to someone." In a world where we are constantly bombarded with the pressure to excel universally, this advice is grounding. It encourages us to find our niche, to identify and serve our specific audience with dedication and excellence. We cannot be everything to everyone, but we can be invaluable to someone. This dual focus on gradual growth and targeted excellence is a powerful strategy for both personal and professional success. It allows us to build a solid foundation, learn from each step, and make meaningful connections. In this way, we can create a lasting impact and truly shine in our chosen field. Bill G. Caleb Avery Joseph Arthur
The Deal
I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi
We are thrilled to announce the appointment of William Whitt as the newest strategic advisor on our Wealth Management team. Welcome Bill Whitt! Please consult our press release here: https://bit.ly/47xlCcR
International Speaker | Author | 2024 Telstra Best of Business Awards Winner (Vic) | Top100 Women in Construction 2023 | 2024 Australian Enterprise Awards: Leading Innovator in Workforce Diversity | Positive Psychology
In the journey toward meaningful change and progress, the power of collective action cannot be underestimated. The essence of transformation lies not just in the grand gestures, but in the consistent, relentless efforts of every individual committed to making a difference. This quote, 'We will make changes as long as everyone in this room keeps pushing and keeps fighting,' serves as a powerful reminder of the responsibility we each hold and the impact we can collectively create. Change is a testament to our resilience, our capacity to challenge the status quo, and our unwavering belief in a better future. It's about pushing boundaries, challenging norms, and refusing to settle. It's a call to action for each of us to play our part, to stay engaged, and to keep fighting for what we believe in. So, let this be a rallying cry for all of us to not only envision a brighter, more inclusive future but to actively work towards it. It's in our hands to foster environments that thrive on equality, respect, and mutual empowerment. Together, let's keep pushing, keep fighting, and turn our collective vision into reality. #ChangeMakers #TogetherWeCan #Empowerment #KeepPushing #KeepFighting
An amazing presentation from Hacia Atherton, CPA, MAPP just now! #hardhatshighhopes
As we turn the page into December, that “nice or naughty list” question is something my 6 and 9 year olds will be asking frequently—my colleague #timhalverson applies that “list” into a checklist for our advisor partners. A quick 5 ideas for you before year-end. Give it a quick read.
📝 Regional Director Tim Halverson has been making a list and checking it twice. Here, he shares some strategies to help advisors get the new year off to a strong start: https://bit.ly/3N8ciEK
An M&S success story - see our thoughts below
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4wHlo I’m Hassan I have been writing a review about quotex for a several times but it is not working, one of my account was suspended and the other one the review was removed please any one can help https://www.trustpilot.com/submitted/review?correlationid=bf72aa1c-0d76-4947-8aea-8380cac1d10f