The Barton Partnership’s Post

🎙️ On the Growth Leaders of Wealth Management podcast with Ficomm Partners & Megan (Meg) Carpenter, I shared how Advisors Excel helps financial advisors scale their marketing efforts. From branding to digital strategy, we have an entire team dedicated to helping advisors grow their firms. Check out this clip to hear how we’re building something that attracts the right people and fuels their success! 👇

Did you catch our co-founder Jenn ten Seldam on the ‘Growth Unlocked’ podcast? Jenn ten Seldam recently joined Kieran Krohn on his Growth Unlocked Podcast for an insightful interview discussing trends shaping the future of marketing, her personal and professional values and the importance of personal rituals and thinking practices (FYI- Jenn suggests swimming!) One key takeaway was Jenn’s response to a particularly frustrating (and common) problem that many marketers face within the workplace- which is the value of their work being scrutinised- everyone's a marketer! “So much of it is about connecting what we do day-to-day to what the rest of the business is trying to achieve and being able to connect the dots between the two things. I think it’s a bit of an ironic curse with marketers that we’re very good at thinking about how we communicate to customers and we have really strong strategic tool sets that we use to really identify the audience we’re speaking to and think about how we get the message that we want to get across, across- and we don’t apply that internally… so a lot of what we do is actually really highlighting that to the people that we coach.” Have a listen and let us know what you think below.

#bainandcompany reports positive results for #privateequity companies that invest in better #investorrelations. Companies that "invest in the IR function and spend time to modernize their team" are "outpacing peers by two to three times in #assets under management," says Greg Callahan, a member of Bain's Customer Strategy and marketing Practice. Listen to the podcast here. #mediarelations #investorrelations #newscoverage https://lnkd.in/dMJ74id2

Will there be a shift in office investors? ICYMI: My podcast on a boat with PwC’s Gareth Lewis Gareth and I explore trigger points the importance of feeling uncomfortable in #CRE. We discuss emerging trends, including: 1) the shift to a dispersed workforce 2) the concept of real estate ecosystems 3) acquiring new skill sets 4) the need to think long-term when it comes to creating value Be sure to tap in here: https://lnkd.in/eZXxyyP6

Corporate culture can be a competitive advantage for a business and help drive sustainable investment returns. On this podcast, Amanda Raad and Nitish Upadhyaya from Ropes & Gray’s Insights Lab, and Richard Bistrong of Front-Line Anti-Bribery LLC, explore this premise with Stephanie Niven, a portfolio manager at Ninety One. Stephanie shares insights about the importance of #DEI in the investment space, the evolution of #ESG expectations, and the framework used by Ninety One to assess (not measure!) and influence corporate culture. #sustainableinvesting #assetmanagement #corporateculture https://lnkd.in/eRAMuB9s

Check out this episode of the #MillenniumLive podcast featuring BlueConic CEO Cory Munchbach! Cory discusses how CDPs tackle pressing business challenges and how BlueConic empowers organizations to not only gain a competitive edge but also maximize marketing ROI and navigate an ever-evolving digital landscape.

Focusing on reliability means tackling the toughest challenges head-on. At SmartProperty, one of our key strategies is smoothing out cash flow spikes in reserve studies. By optimizing the Capital Plan, we’ve helped clients save thousands—like the $70,000 we helped keep in our client’s pockets by off-setting reserve contribution increases that would have translated into higher HOA fees.  Keep in mind, we did this while still maintaining healthy reserve funding levels.  Want to know the leadership mindset behind this? Watch a clip from one of my podcast appearances to find out.

Public Equity Adjacent To Private Equity: Podcast Summary Due Diligence in public markets has developed tremendously. However, the most accurate insights into the industry and the business's core performance are obtained on the private side. To capitalize on this, Rob Small and Anil Seetharam founded the Stockbridge team at Berkshire Partners, where public equity meets private equity. In this podcast, they discussed: 1) The Collaboration Model 2) Investment Criteria 3) Portfolio Management 4) Mistakes and Lessons Learned A post with my takeaways —>

Are you caught up on our latest episode? You can find it on any podcast platform (Spotify, Apple, etc.) or just click the link in the comments! 📌 Episode 66 Highlights: Private Equity Spotlight: Reinventing Operational Excellence with Cory Eaves ⚡ From Operational Expert to Private Equity Innovator: Cory discusses his contributions to operational excellence within PE firms, highlighting his tenure at General Atlantic and his recent move to BayPine. ⚡ Baypine's Unique #Investment Philosophy: Cory outlines Baypine's strategy of applying #technology to non-technology businesses. ⚡ Embracing Data and #AI for Future Success: Cory emphasizes the need for private equity firms to integrate technologies into their investment strategies for sustained growth. ⚡ Advice to Younger Self: Cory reflects on his career journey and shares personal advice he would give to his younger self.