WIMS Consulting has a collaboration to assist startups and well-established businesses with launching their equity crowdfunding campaigns. We partner with The Arora Project and Striders Group (the team that brings you DiscoverCLT and more, further details about each below) to deliver this unique offering.  Not only will we help with the financial compliance component, but with the marketing, CRM, and PR as well to super charge your campaign’s effectiveness. While we will assi

The WIMS Guide Video Edition is Back! I’m in Cali for the next two weeks. We came out here to close out my wife’s maternity leave with a little business and a little pleasure spending time with family and friends. Today’s video I mainly focus on where I’m at her in Cali with a call to action for any potential meetups, introductions, connections, etc. I’ll be in Southern California until Sunday, February 23rd so please feel free to reach out! The other topic is the Charlotte e

Whelp I broke the streak! After literally 14 hours straight with a client firm there was a moment when I got back to the apartment around 10pm where I could’ve made the right decision and be Superman…but didn’t. Ugh! Nothing like that bitter taste of blowing it to motivate you get back on track. Often it can derail someone and they spiral but I’m just going to shrug it off and get back at it. Especially considering that overall, yesterday was overwhelmingly positive and a maj

It’s Miami Monday!! Just arrived in the Magic City and I have an action packed week on deck. Meetings with investors, clients, prospects, referral sources, friends, etc. Planning to hit a few networking events as well with the Greater Miami Chamber of Commerce and Miami Finance Forum among others as well. Not too mention have to keep up this routine and the gym streak. It’s going to be absolute chaos in the best way. Industries I’m working with and targeting: Legal, Commercia

Getting this in a little last minute today but keeping the streak alive nonetheless! Still in the mountains of Banner Elk, NC and wrapping up Day 14 of the fitness streak (only 90 more to go yet to meet my goal). Again taking a bit of a detour with something that I make more of a thing going forward: Call to Action Friday. Wanted to shout out that I’ll be back down in Miami all next week. The schedule is already packed with client meetings, prospect meetings, networking event

Today we’ve gone mobile, shooting from the mountains of Banner Elk, NC! It’s appropriate for today’s theme (we’re still drilling deeper into CRMs) about the mobile side of CRM. Ideally, whatever platform you decide (or chose) will have a great mobile application as well. It can truly make a major difference with not only efficiency, but also with maximizing the program’s value. My go-to’s have great mobile apps of course (Zoho, Salesforce.com, HubSpot) but plenty of others do

If you’re following along (if not that’s ok too) today we’re talking about what you do as the next step in launching or redeploying your CRM. You’re going to focus solely on the A players for now. The main thing that is going to create momentum and keep you using the system is achieving ROI as quickly as possible. That’s the main benefit you want out of this and thus its the primary goal. The quickest way to get there is prioritizing the A players first, aka your best clients

Wow! You’d be surprised how fast you can get a solid streak going. Seems like just yesterday I started on this (ok so it wasn’t THAT long ago but still) and already we’re on the 5th video. I also completed day 11 of my fitness streak today too. There’s definitely something to be said for just starting where you are, and taking massive action. Before you know it you’ll have some serious momentum to continue building off of. Today we talk about the CRM ABC’s. This is the next s

Today we’re going to cover a brief intro to CRM (Customer Relationship Management) for those who don’t know what it is, and for those that do, I just go into some quick initial steps to consider taking if you’ve been apprehensive thus far. I know it can be tedious to set up and maintain but the ROI is incredible if deployed correctly. It’s really mind blowing to me how much resistance there still is out there. Frankly, it’s like turning down a superpower. If you want a little

It’s Friday! Already got day 7 of my gym streak knocked out, got it in early today as opposed to the 10pm sessions I’ve been pulling off lately. Today’s client work was mostly related to government/military contracting as well as the legal industry. Fascinating stuff. I try to bunch project work together by themes/industries as much as I can in order to maintain a consistent and appropriate mindset. It doesn’t always work out that way, but when it does I find it helps create

First of all, thank you for the feedback from Day 1, it means a lot and I appreciate it! There were a lot of you savages still grinding long into the night of January 1st checking LinkedIn/YouTube and I love to see it. Secondly, my wife has agreed to give me that media training refresher after all. So, when that happens, I’ll record it for you all as she’s a legit pro – and talk about META AF content am I right?! For today’s message I went in a bit of a different direction as

Happy New Year and welcome to the new decade! After about 50 takes I figured what the heck, let’s just launch this thing. It’s raw and vulnerable, warts and all. Clearly I need a media training refresher from my wife who is a former TV reporter. But that’s ok, the polish will come later with practice and reps. Without further ado, coming to you from the WIMS, Inc. War Room it’s The WIMS Guide video edition! I’ve procrastinated for years now on doing video content as surprisin