by Nicholas Donato | Sep 24, 2015
You know the drill. Markets turn down, the VIX soars, the phone rings. It rings a lot. All sorts of client emotional states are in play. Watch this recorded webinar to learn how VAX, an easily deployable tool, can help you better manage the varied emotional states...
by Nicholas Donato | Apr 2, 2015
It’s a must-have for an advisory practice, but most advisors still wrestle with CRM. Instead of driving business development and improving client experience, CRM often ends up distracting advisors away from their core business of managing money. Watch this recorded...
by Nicholas Donato | Mar 23, 2015
Learn how the Navatar Fund of Funds platform provides you total control over your deal pipeline, investments, prospects and investor relations strategy in this free recording.
by Nicholas Donato | Dec 22, 2011
With a more competitive private equity environment, it’s often challenging for smaller firms to match the resources and reach of larger firms. Whether it’s getting the right deal flow, building better LP relationships or managing portfolio companies,...
