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...
- Apr 26, 2019
- 4 min
Introducing the WIMS Consulting Project Management Service Line
The WIMS Consulting project management service line was born out of our own need to allocate the time and resources to make sure and...
- Feb 1, 2018
- 3 min
Entrepreneurs! Are You Aware of the Latest Offerings from Zoho CRM?
Forget what you think you know about CRM programs. It’s time for you to rethink the entire idea that you’ve been holding onto for years...
- Nov 2, 2017
- 3 min
CRM Revisited (Again): It Should be Your #1 2018 Priority
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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