Q4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!
There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more...
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- Sep 15, 2020
- 5 min
5 Ways Family Offices Can Optimize for the Present & Future
Over the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have...
- Sep 4, 2020
- 3 min
Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies
My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for...
- Aug 13, 2020
- 5 min
Private Investment Funds in 2021: Focus on Optimizing & Streamlining Existing Portfolio Company
The whirlwind of 2020 rattled businesses across the country, and it was no different for the private investment/fund industries. Even...
- May 21, 2020
- 3 min
WIMS Consulting for Funds & Investors: Private Equity, Family Office, Venture Capital & Th
Your Fund and its Portfolio Companies’ Future Partner for Marketing, Sales, Finance, Operations, Investor Relations, Development, & More....
- Feb 11, 2020
- 2 min
The WIMS Guide Video Ep.11 – Cali Trip & More
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...
- Jan 15, 2020
- 2 min
The WIMS Guide Video Ep.10 Restarting the Streak
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...
- Jan 13, 2020
- 2 min
The WIMS Guide Video Ep. 9 – Miami Monday
It’s Miami Monday!! Just arrived in the Magic City and I have an action packed week on deck. Meetings with investors, clients, prospects,...
- Jan 10, 2020
- 2 min
The WIMS Guide Video Ep. 8 – Call to Action Friday
Getting this in a little last minute today but keeping the streak alive nonetheless! Still in the mountains of Banner Elk, NC and...
- Jan 9, 2020
- 2 min
The WIMS Guide Ep. 7 – CRM: Gone Mobile
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...
- Jan 8, 2020
- 2 min
The WIMS Guide Ep. 6 – CRM: The A-Team
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...
- Jan 7, 2020
- 2 min
The WIMS Guide Ep. 5 (CRM ABC’s) – For Entrepreneurs and Professionals Focused on the Journey
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...
- Jan 6, 2020
- 2 min
The WIMS Guide Ep. 4 (Intro to CRM) – For Entrepreneurs and Professionals Focused on the Journ
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...
- Jan 3, 2020
- 2 min
The WIMS Guide Ep. 3 – For Entrepreneurs and Professionals Focused on the Journey
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...
- Jan 2, 2020
- 2 min
The WIMS Guide Ep. 2 – For Entrepreneurs and Professionals Focused on the Journey
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...
- Jan 1, 2020
- 2 min
The WIMS Guide Video Edition Ep. 1
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...
- Nov 12, 2019
- 3 min
Your Annual CRM Call to Action for 2020
I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way...
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