Cheetah News
Stay up-to-date on taxes at the Hunt
Even our lawmaker’s most noble efforts can create confusion and unintended consequences. Nowhere is this dynamic more evident than in tax law, and that’s why you need a trusted guide to interpret the landscape for you. That guide is Tim Varner.
Learn to use data to identify talent, build better teams, at the Hunt
McHale is one of the presenters at the Hunt, Cheetah’s annual client conference, Nov. 14-17 in Greenville, South Carolina. He will deliver an Executive Track breakout session titled “80% of a Company’s Challenges are People Related: Culture Index Helps Clarify and Solve People Challenges.”
‘The status quo will not make you successful’
Increasingly, your clients are more likely to be younger, female, and tech savvy. That means the way you engage with them has to change, according to Mike Tropeano, Vice President—Wealth, Bank/Trust and Retirement Consulting, for Broadridge.
When automation is your recreation — an interview with Chris Robinson
Professional Services Manager Chris Robinson is obsessed with efficiency and processes. Away from work, he is a gamer, with a preference for factory simulations that require critical thinking, systems-building, and crafting automations. So, even in his leisure time he’s honing his business and technical skills.
Get emotional if you want to grow your business
“There’s research that shows that when you have emotionally connected clients, they pay more, they don’t balk at costs, they refer people to you, and they do the things that you want them to do.”
Grow your trust business with financial planning
Most wealthy people have multiple financial advisors. When a trust officer proves that he or she is also a skilled planner, they can strengthen client relationships and consolidate more assets into their business, Dixon said.
Get the scoop on lawsuits, artificial intelligence at the Hunt
Becky Kelly and Roger Pond, both of the Fiduciary Education Center, will present together twice at the Hunt, Cheetah’s national client conference, Nov. 14-17, in Greenville, S.C. In their general session presentation, they will cover hot topics in the trust business, including lawsuits where trust departments have been sued.
Be inspired—one step at a time—at the Hunt
At the Hunt, Marine veteran Josh Bleill will emphasize how strong core values plus a supportive community plus the right technology can fuel positive change. After all, that’s the equation that helped him rebuild his life and become an inspiration for thousands of others to find the courage to shift toward a brighter future.
Accutech Systems Corp. again among fastest growing private companies
Accutech Systems Corp. is growing faster than 99.93 percent of privately owned companies in the United States, according to a recent announcement from Inc. magazine.