PEI’s Post

A lot of Advisers get pretty grumpy coming up to EOFY 🥵 All of the ADMIN, the follow up, chasing clients xyz... The result of being either: 1. Under-supported 2. Having to take on too many clients One thing we pride ourselves on at Pivot, is providing a top-tier service to our clients. Making sure that our T's are crossed, our I's are dotted & we're identifying every opportunity available to our clients. To do that, our Advice team needs to be supported & have the time to focus on exactly that. What we do is: 1. Every Adviser has a dedicated pod - Associate, CSO, Paraplanner. 2. They take on a book of absolutely no more than 100 clients. 3. We leverage technology to remove tedious tasks. 🤏🏼 If you're feeling the pinch this EOFY, good news is that we're hiring for one more Senior Adviser to join our Sydney HQ at Pivot Wealth. Ben Siobhan

The single most powerful tactic for investing in real estate: Relying on your people. The people → who are all about transparent communication The people → who are always there to support & help The people → who are all about collaboration The people → who are actively listening The people → who are open to growth Core values are not just buzzwords you write on your website or brochure. It’s the foundation of who you are, what decisions you make. It’s how you act when nobody is watching. At XSITE Capital, we live & breathe by 5 principles that guide us forward as a team and help form long-term relationships with our investors: 1 - Honesty & integrity: It’s the foundation of how we work. We're committed to upholding the highest standards of honesty and integrity in all our dealings. 2 - Growth & abundance mindset: We see challenges as opportunities, hurdles as stepping stones. We're not just here to participate, we're here to help our people thrive. 3 - Tenacity: Real estate isn't for the faint-hearted, and we're ready to get our hands dirty. Our resolve is unshakable, our will unbreakable. We stay the course, steadfast in our commitment to achieving our goals. 4 - Humility: Despite our achievements, we remain grounded. We listen, we learn, we evolve. This humility keeps us connected to our roots and helps us maintain strong, authentic relationships with everyone we work with. 5 - Dare to be unique yourself: We're not afraid to break the mold. We're innovators, trendsetters, unafraid to stand out in the crowd. We constantly strive to bring fresh, innovative approaches to the table, challenging the status quo in pursuit of excellence. - - - - - These 5 core values shape every decision and action we take at XSITE Capital. They inspire us to be better for ourselves & for our people. It’s the business that is built on trust, strong passion & leaving a lasting legacy. P.S. We’re looking for one new person to join our team! Role → Investor relations specialist Click the link below in the comment section or visit my profile to learn more about the role! ✊ Apply or DM and let’s talk! P.P.S. Know somebody who might be interested? I would love to chat with them! Appreciate any support!

Capital Markets / Investor Relations in Two Minutes or Less A Chicago Handshake: From NBA Baller to Blacklisted Many analysts complain about not getting a question on an earnings call. There are a lot worse slights a Sell-Side Analyst can experience than being omitted from Q&A. My abnormal experience lies is a function of having a Sell rating on 50% of my coverage universe, particularly Cerner. My Sell ratings were not the token rating quota type. Issuing a Sell Rating seems to provide free license to abuse the analyst in question, just see Palantir CEO Alex Karp on Short Sellers and cocaine! Impediments I Experienced as a Sell-Side Analyst: 1.     Prohibited from Asking Questions on Earnings Calls 2.     Prohibited from Management Access 3.     Hostile, Threatening, Aggressive Emails from Executives 4.     Called an A** H*** by Sell-Siders that Never Met Me 5.     Sell-Siders Trashing Me to Executives in Front of My Face 6.     Omitted from Conference Calls of Covered Companies 7.     Prohibited from Attending Company Events 8.     Prohibited from Getting Non-Deal Roadshows (NDR) 9.     Told Off for My Sell Rating by Investors 10.  Told Off by a CEO During a Post Earnings Call Back 11.  Getting Sickened at an Analyst Lunch Event Despite all of these unprofessional actions, I still built a wildly successful research franchise! I got votes from Fidelity, Putnam, MFS, Morgan Stanley Investment Management, Carlson, Columbia, Franklin, and RS Investments! Crazy Actions Experienced as an Investor Relations Officer: 1.     Cussed Out for 30 Minutes by an Investor 2.     Reprimanded for Not Addressing a Sell-Side Analyst by His Correct Title 3.     Asked to Provide Material Non-Public Information – I Did Not Comply! 4.     Threatened Because an Analyst Did Not Get Investment Banking Business 5.     Short Attacked by a Sell-Side Analyst 6.     Bullied by Sell-Side Analysts for Not Calling Them First 7.     Having an Analyst Proactively Try to Create Situations to Ruin My Career. 8.     Told My Passion for Investor Relations Shows People Up Despite all of these actions, I have built a reputation of disarming some of the most difficult personalities! I continue to pay for my Sell on Cerner, several years after leaving the sell-side, I got emails from Cerner: 1.     Threatening My Unemployment 2.     Admitting to Ruining My Sell-Side Career Putting a Sell rating on Cerner, cost me my career, my marriage, and my family, and probably explains why the only job opportunity I have today is Cashier at Chick-Fil-A. A Sell Rating + Wrong Company = Career Suicide for a Sell Side Analyst! Wishing you an epic Friday! If you are looking to hire a best-of-the-best Investor Relations Officer please contact me! #investorrelations #capitalmarkets #corporatefinance #finance #earnings #earningscalls #CEO #CFO #steverubis #reficioir #mrinvestorrelations #equityresearch

The Jason Mitchell Group is hiring real estate talent! A lot of real estate companies look to hire just anyone but here at JMG, we have the opportunity for you to learn more, make more, and create multiple streams of income too. We are hiring across the nation so learn more here: https:// joinjmg.com/?ref=wadeblair47839 This is not just another recruiting call like you always get each week. Be open to chat with a Division President in your state today! If you're in California, give me a call and let's share some different options we have with splits, teams, warm leads, etc... After a loyal 10+ years with Keller Williams I made the switch and it's benefitting myself and my team already and we just recently joined about 2 months ago. Do you have a fixed mindset? Then you probably won't inquire. If you have a growth mindset and understand the principles of the book Who Moved My Cheese, you'll get it and you'll at least explore JMG. The real estate market is shifting and if you are NOT with the right company future pacing their growth, you're at risk. Contact me today for all California opportunities, or just contact me to inquire, or use the link above to connect you in the state you reside in. Let's Grow!

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I can confidently help clients protect their income, knowing New York Life has weathered good times and bad since 1845. I’m helping my Managing Partner grow our team and impact by mentoring every financial professional hired. #hiring #hiringnow #openings

Hey go-getters! 🚀 Are you hitting a wall trying to find those gold-mine deals? 🏠💎 Let's chat about flipping the script. We've got the lowdown on scoring big in real estate and skyrocketing your sales. 🌟 Remember, a savvy VA can be your secret weapon! 🤫 DM 'va' to get the inside scoop on hiring a game-changing assistant. Your empire won't build itself, but we're here to lend a hand! #RealEstateGrowth #EntrepreneurTips #BusinessScaling 📈

Attention IR connections! Need your help! Please keep reading. 😉 As TD Newland starts to focus more on Private Equity IR searches, we have started to see similar qualities shine through for the most qualified candidates. Below is a very short list of some of the top ones we have seen: -Strong Communication Skills: PE investor relation professionals should be able to convey complex financial information clearly and concisely to both investors and internal teams. Listening is equally as important, a quality IR professional will hear their LPs and will use that information to make the necessary adjustments to further strengthen the relationship. -Relationship Building: PE IR professionals should possess strong interpersonal skills and the ability to foster trust and rapport with investors to build and keep relationships strong. Emotional intelligence plays a major role here. The IR professional needs to weigh both the subjective and objective factors. Team Player: PE Investor relations professionals often times need to work closely with other departments such as finance, legal, and marketing to ensure total cohesion. To achieve maximum collaboration, versatility is key here, overlapping skillsets often go a long way. I know we have missed a bunch, if you are still reading, we would love to her any advice or opinions in the comments! 🙌 #privateequity #investorrelations #middlemarket #lowermiddlemarket #investing #hiring

There are many situations in a real estate agent’s career where one might get overwhelmed. Technology is constantly changing, the new generations have completely different needs and the market is a highly dynamic medium. 🏚️ So we believe in supporting one another, that is why we want to create a network of members, a team, and see each other grow. 🎢 Join the network: https://lnkd.in/dANNqHG #VirtualRealEstateBroker #VirtualRealEstateBrokerage #eRealtyAdvisors #eRealtyAdvisorsNewYork

Leaving your real estate success to fate? We think not! 🚀✨ Start earning 100% commission with us and take the reins of your career. Why settle for less when you can have it all? 😉💰 🔗joinrogaction.com #listingagents #realestateteam #realestateagent #usajobs #nowrecruiting #teamplayers #professionals #career #careerdevelopment #companyculture #professionals #employmentopportunity #recruitingnow