Lido Advisors, LLC’s Post

Financial Advisors, are you familiar with Derrick Kinney? If not, you're missing out! He's not just a CEO and Best-Selling Author; he's been featured on top-tier networks like CNBC, FOX News, and CNN, as well as renowned publications such as the Wall Street Journal. On May 23rd at 12:00 CST, Derrick Kinney joins Eric J Negron on the D.A.M. Stage to share his secrets to success, including: 🌟 Building a magnetic brand that attracts ideal clients 🌟 Cultivating a loyal client base for consistent growth 🌟 Crafting a fulfilling career rooted in genuine connections Learn how Derrick skyrocketed his revenue, breaking through the $1M mark or scaling from $2M to $3M, and became the go-to advisor for acquisitions, all while attracting affluent clientele. Spots are limited! Don't miss out on this exclusive event. Join us on May 23rd at 12:00 CST with host Eric J. Negron, CEPA® ♟️ Negron and Derrick Kinney in "Attract Dream Clients & Explode Your Sales: Discover the 'Generosity Purpose'." Stop the cycle of inconsistency. Start attracting dream clients and watch your sales soar! Register now: https://lnkd.in/esyRnRnU #DAMLiveStream #DAM #GrowYourBusiness #livestream #financialadvisor #financialadvisors #rias #financialplanners #FAN #generositypurpose #growth #purpose #marketing #morenewclients #SmallbusinessGrowth

If you are interested in Levels of Service and measuring performance, please join Robert Blakemore and myself on 31 July for this free webinar hosted by ProjectMax Ltd and Asset Dynamics

Investor Relations (IR) is taking center stage. A recent survey shows 77% of industry players see increased strategic significance and responsibilities for IR, but fewer feel it gets the recognition it deserves. Check out Zeta’s SVP of Investor Relations, Scott Schmitz, featured in IR Magazine for insights on navigating these challenges. #InvestorRelations #MarketTrends

If anyone attending would like to discuss FundCount and how our platform can help support your Family Office operations, DM me and we’ll meet up!

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness

It's been a few weeks since our Tech team had the opportunity to attend the 36th Annual Roth Conference in Dana Point, CA and they're still buzzing with excitement. From attending fireside chats with industry professionals to hosting a happy hour event and watching Marshmello and Nate Smith give incredible performances, this year's ROTH was one for the ages. In looking back at some of the insights learned from this year's conference, our team was able to share with us some nuggets of wisdom that have been proven valuable to currently publicly traded companies and those looking to IPO in the near future: 🎯 Act like a public company before you are a public company. Set yourself up for success and execute on key regulatory needs and reporting beforehand. 🏗️ Relationship building is key when raising capital. Find ways to connect in person and establish a group of trusted advisors. ⛓️ Supply chain efficiency is paramount to staying competitive. You need to own this information. 📈 Data is key. Let it guide you to making well-informed business decisions across all industries. Until next time, Roth! Thank you once again for including us in this exclusive, dynamic event. #RothConference #SEC #InvestmentBanking #PublicReadiness