Tag Archives: Content Marketing

WIMS Client Spotlight: EF Hutton

EF Hutton is a fast-paced high-growth global investment bank founded by experienced investment professionals that have collectively financed over $250 billion for public and private companies alike. They offer strategic advice and financing solutions to middle market and emerging growth companies across the globe. With the focus of a boutique investment bank and the support of a global syndicate network, EF Hutton is the ideal strategic partner.

The EF Hutton proprietary platform includes hundreds of brokers and over $6 billion in assets under management between the UK and the US, allowing them access to capital across two of the world’s most developed and wealthy markets. Their unique organizational structure affords them access to capital on a transcontinental scale.

Large Global Syndicate Network
Strong Institutional Fund Network
16,000 Active Clients
500 Finance Professionals
$6 Billion Assets Under Management
Proprietary Global Network With A Presence In Every Market

At EF Hutton, they conduct all aspects of their business with the utmost integrity. They are dedicated to providing objective strategic advice and financing solutions to companies across the globe.

Powerful Partnerships:

EF Hutton’s dynamic operating structure offers a unique alternative to traditional middle market investment banks. EF Hutton is a division of Kingswood USA, a subsidiary of Kingswood Group (AIM:KWG); the synergies of these divisions and direct access to KWG provides EF Hutton a unique global presence and broad platform outreach. Their differentiated equity platform allows for cross border access to global asset managers, banks, middle market credit funds, family offices, and specialty lenders. Since the founding of EF Hutton in May of 2020, they have found the Kingswood Group to be a powerful partner that shares our vision of rapid expansion.

About EF Hutton

EF Hutton (formerly Kingswood Capital Markets), division of Benchmark Investments, LLC is a global, full-service investment bank headquartered in New York, New York. EF Hutton is a division of Benchmark Investments, LLC, a subsidiary of Kingswood US, LLC, an indirect subsidiary of Kingswood Holdings Limited (AIM: KWG). The synergies and direct access to Kingswood Holdings Limited provide EF Hutton with a unique global presence and broad platform outreach to ensure success for its clients.

About Kingswood Holdings Limited

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed (AIM: KWG) international, fully integrated wealth management firm with approximately 18,000 active clients and approximately $8.7 billion of assets under advice and management. Securities are offered through Benchmark Investments, LLC, Member FINRA/SIPC.

Contact

Joseph T. Rallo, CEO

590 Madison Avenue, 39th Floor, New York, NY 10022

[email protected]

About Mike Simmons & WIMS Consulting

Mike Simmons is the CEO of WIMS Consulting, a consulting firm and full-service marketing and sales agency specializing in marketing strategy, CRM programs, digital marketing, website development, business development, and additional services operating primarily in Charlotte, Miami, Tampa, and Southern California among other cities around the country. The firm’s ventures include equity positions in the following portfolio companies as well: EolianVR, ARRE (Augmented Reality Real Estate), Sunny Money Solar, and LDR BRD.

WIMS Client Spotlight: Biotech Accelerated

At Biotech Accelerated, they strive to bring the best health technology to public and private communities all over the world. They are currently and actively delivering solutions for the COVID-19 pandemic by serving private corporations and federal, state, and local governments globally. Their signature product, an at-home COVID-19 test kit, takes much of the burden off of you.

Why test from home?

Diagnostic PCR Test with documented >99.5% Accuracy.
Purchase to have Test Kits available on hand when needed.
Avoid exposure, lines and delays.
Results available in 9-24 hours from arrival at lab.
Overnight Return Shipping Label & resealable box Included.
Free Telehealth Consultation included.
On-demand text message customer support included.
Electronic HIPAA protected result delivery included.
Results are diagnostic valid for medical procedures, travel etc.
Insurance reimbursable. We provide Itemized receipt and lab form to submit to health insurance for reimbursement.

Biotech Accelerated walks you through the whole process with simple directions and a hassle-free experience. Check out the Biotech Accelerated website to see why their test kit is the right choice for you, your family, and your business.

WIMS Client Spotlight: Stephanie Higgins Fit

Stephanie Higgins Fit provides professional, certified fitness and nutrition programs designed to help you reach and maintain your health and fitness goals. There is no one size fits all dietary approach. That’s why she is here to give you the plan that’s meant for you. She will help you set your goals up for success!

Stephanie Higgins Fit has customized plans for all women and even has specific plans designed for pregnant women ranging from the prenatal to postpartum stages. She offers Premier, Platinum, Prenatal, and Postpartum plans that are sure to get you on the right track physically and mentally. She is based out of South Carolina but has the ability to work with you virtually no matter where you are located!

Check out her website at https://www.stephaniehigginsfit.com/ to see how you can get on track to becoming your best self.

WIMS Client Spotlight: Greater Charlotte Hospitality and Tourism Alliance

The Greater Charlotte Hospitality & Tourism Alliance (HTA) has been the premier voice of our region’s hospitality & tourism industry since it was established by the leaders of the industry in 1994. Over the years, the HTA’s leadership has been vital in efforts that have made our region a premier destination.

They are proud to have been a major part of developing the Charlotte Convention Center, Spectrum Arena, the NASCAR Hall of Fame, $200 million Arts & Cultural Complex, the Carolinas Aviation Museum, the Charlotte Knights Baseball Stadium, the development of the $42M Matthews Regional Sportsplex, the renovation of Mecklenburg County’s Aquatic Center, the Carolina Panthers’ (Bank of America) stadium upgrade, the planned $35 million renovation of Memorial Stadium and many other initiatives which have made the Charlotte region a great travel, event, and convention destination.

Looking ahead, the HTA will be assisting with bringing the 2022 NFL Draft, 2023 ACC Basketball Tournament, 2024 Democratic National Convention, 2024-2030 CIAA Tournament, 2025 PGA Championship, and 2026 Super Bowl to Charlotte.

The top priorities of the HTA are to help members grow their business, encourage tourism and economic development projects, and support community and region-wide initiatives. With the goal of creating the best informational and networking events in the Charlotte area, HTA’s relationship building meetings and events have annually included:

Quarterly General Meetings
HTA’s Annual Dinner & Gala Event
HTA’s Annual Business Showcase
Annual Candidate’s Reception
Spring, Summer, and Autumn Golf Tournaments

The HTA is proud to have served a large variety of businesses in the Charlotte area for more than two decades, proud of their vast accomplishments, and honored to have the most active members as indicated by their remarkably well attended and successful events. Their members’ active involvement is a reward for the work done on their behalf and a testament to the value of an HTA membership.

If you are interested in joining a business development organization whose mission is to “help its members grow their business,” check out their newly designed website by visiting www.charlottehta.com or call the HTA office directly at (704) 331-0079.

WIMS Client Spotlight: The Agape Network

The Agape Network is a non-profit, non-denominational faith-based 501(c)(3) organization. It specializes in a comprehensive, integrated healthcare system that addresses the multifaceted health issues experienced by individuals and families today.

The Agape Network’s mission is to “Restore individuals and families to psychological, social, physical, and spiritual health.” Recognizing that every person was made by a loving Creator who intends for their life to be full and purposeful, The Agape Network offers integrated comprehensive quality care services rooted in compassion, hope and faith, with a belief that, by the grace of God, every individual can reach their full potential.

Located in Miami-Dade County, The Agape Network’s facilities include a six-acre community health center with residential inpatient and outpatient services located in Allapattah, an eight-acre campus located on Old Cutler Road, and various on-site locations across the county.

The Agape Network provides holistic, value-based quality care through a patient-centered medical home for a total wellness approach, incorporating treatment modalities that heal the body, mind, and spirit. With highly experienced care teams of more than 150 staff members, including physicians, board certified addiction specialists (child and adult), psychiatrists, therapists, licensed clinical social workers, care managers, chaplains, intake team, advanced nurse practitioners, benefits eligibility determination specialists, registered dieticians and peer specialists, they are uniquely qualified to serve people with complex behavioral and physical healthcare needs.

Utilizing a treatment approach that addresses the whole person, they integrate behavioral health services, primary care services, and manage transitions of care across a broad range of healthcare continuums, hospitals, criminal justice systems, and community-based systems of care. Since 2008, they have followed the patient-centered medical health home model that coordinates care of individuals’ overall wellness using a team-based clinical model that includes clients, providers, and family members in-home on-site.

Visit www.theagapenetwork.org/ to learn more about how The Agape Network can assist you or a loved one.

WIMS Client Spotlight: Commercial Carolina

Commercial Carolina brings wisdom, creativity, and innovation to the process of commercial real estate brokerage, investment, and development. Their goal is to offer a solution to your needs while exceeding expectations and deepening your relationship. They strive to achieve the best possible outcome in all endeavors and expect to be judged upon their results. Their firm utilizes up-to-the-minute technology including analytics software, wireless on-the-go connectivity, and client informatics and data mining from providers including Costar, Loopnet, and regional/local commercial listing services.

Services include:

Real Estate Development
Capital Investments
Tenant Brokerage

President Robert Settle has more than 30 years of experience in commercial real estate brokerage, investment, development, and financing. His expertise includes commercial property in the Eastern U.S. with over $200,000,000 + in closed transactions.

As Commercial Carolina enjoys the advantages of technology, they know their success is truly grounded in “old-fashioned”, traditional values and methods. By providing the highest level of integrity and ethics in all matters, they will deepen their relationships and the value of their services with clientele.

Simply put, they will not be out-worked or out-thought by their competitors or out-of-sight when you need them. Check out their website https://www.commercialcarolina.net/ for more in-depth information on what they can do for you!

WIMS Client Spotlight: TRUROOF

At TRUROOF, they are trusted because they work in responsible ways to fulfill what they understand to be each customer’s desire for their home or business. TRUSTED, RESPONSIBLE AND UNDERSTANDING are more than words, they are standards that TRUROOF demonstrates every day.

They are trusted because they provide the professional, visual, and technical evidence necessary for you to understand your roof’s condition and the process that makes it possible to obtain a new roof through the insurance restoration process.
They are responsible for your entire roof replacement from start to finish. Their team of professionals shoulders the burden of identifying your roof’s condition, working with your insurance company to get you the roof you deserve, installing your new roof and providing the warranty that will protect you for years to come.
They understand what you want because they listen. This is not a simple transaction. It is a relationship that gives them the opportunity to serve you with their professional 5-star service to provide value and protection for your home or business.

They begin with the initial 100% complimentary no obligation roof inspection and property damage assessment, bringing your roof down to you with inspection photos and video, filing the claim together, meeting with insurance adjuster to ensure you receive everything you deserve, shouldering the burden and taking full responsibility for the insurance claims process, reviewing and choosing your specific roofing products and color, and fulfilling the most important stage of the process…the installation of your new roof.

They do not believe in pressure or sales tactics. They practice what they communicate…the details matter. Being proactive to protect your investment with a 100% no obligation roof inspection allows them the opportunity to serve you and your family with the details that matter for you.

To set up a roof inspection or property damage assessment, visit their website at https://www.truroof.com/ or give them a call at +1 803.TRU.ROOF.

WIMS Client Spotlight: Let It Ride

Let It Ride is a new DFS (Daily Fantasy Sports) app and website launching soon that was created behind the efforts of former Panthers receiver and North Carolina native Brenton Bersin. It is soon to hit the app store.

Let It Ride is an easy to use sports gaming platform for everyone. The platform focuses on the most exciting sports games: including player prop parlays, along with other picking pool competitions. With a competitive spirit, gamers can compete against the house or other users.

Their main game is Let It Ride, where users (you) pick from multiple player prop over/unders in an effort to get 3 correct, 5 correct, or 7 correct. If you choose any incorrectly, you lose your wager. If you get them all correct, you win. If you correctly pick 3, you have the option to cash out and end your ride, or let it ride in an effort to get 2 more correct to get to a parlay of 5. You then have the option again to cash out and end your ride at 5, or try and get to 7 correct. The longer the ride, the higher the payout.

Other games include:

DA$H is LIR’s spin on a lottery type game. DA$H is a pool type game where the the 1st user to get 20 picks in a row correct without getting one wrong, wins the jackpot.
OUTLA$T is our spin on a survivor pool. Located within the LIR app. Users will join pools of all different sizes and parameters. Competing head-to-head against other users. Each pool offers different styles and reward.
PUR$E is LIR’s golf focused game. Choose by pool size or entry fee amount. In all pools, the user picks 10 golfers to make their lineup. Unlike other DFS apps, there is no salary cap, so the user can choose whoever they want. If they want the 10 best golfers in the tournament by World Ranking, they can pick them. This makes this game easy for all people to play.

Visit their website https://www.letitride.app/ to subscribe to to the wait list to receive early offers and follow the journey from the ground up. They are also launching a funding round shortly to continue growing and scaling, more details to come, send an email here if you’re interested in learning more about it, or you can visit this link as well.

They are also seeking early adopters to act as affiliates who will receive commission and other income opportunities. If you are interested in applying, click here.

WIMS Client Spotlight: The Christmas Team

The Christmas Team and their decorating elves are a commercial and residential Christmas light installation company. Voted “The Charlotte’s Premier Holiday Light Installation Company” by The Charlotte Business Group.

They pride themselves on impeccable customer service, custom-tailored design suited perfectly for your building, and their decorating elves. They do not only provide a luxury festive service; they create a Disney-like experience that your family and community will absolutely love!

Their offerings include lighting for commercial properties, residential properties, Christmas light shows, weddings, and event lighting.

Their all-inclusive service provides:

Lights – LED, Energy-Efficient, 5x Brighter than retail, Commercial grade lights.
Design Consultations – Custom Suited for your home or building.
Installation – Goodbye to long hours of unboxing, detangling, or setting up.
Removal – Bringing down and putting away will be a thing of the past.
Service-Calls – Keep your building fully lit all season long.
Storage Year-Round – No heavy lifting, untangling, or finding places to store.
Real Elves – Only company in the world that provides uniformed decorating elves.

They take the risk and hassle out of decorating for the season so you don’t have to worry about a thing during the hustle and bustle of the holidays! Visit their website http://thechristmasteam.com/ to check prices and book now!

The Christmas Team was started by Tim Guercio, who was named one of Charlotte’s “Top 30 Under 30 Future Leaders of Charlotte” by Elevate Lifestyle. He also is the CEO of Turf Pros Solutions Charlotte and Leads Digital Marketing.

Q4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!

There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more significant, there’s less margin for error. Perform well during this time and you can make up for a lot of previous mistakes and setbacks along the way. Let up or fumble the ball, and you can destroy all the momentum you made thus far. No pressure, right?

All of this is going on while simultaneously a new game is going to begin soon thereafter. Endings are always thrilling, but so are new beginnings after all. The new year coming up is especially enticing given the chaos of the current one. Whether it was a rough year, or an incredible one, you have to just keep looking forward and continue to get better.

Despite the hectic grind I’ve been on lately (pretty perpetual at this point), I wanted to take a little time to revisit and write up a quick/updated “Q4 Manifesto” which is mostly for myself, but then I decided to add a few extra tips for you too, primarily applicable to both your business and professional life.

Don’t wait for January 1^st to start your New Year’s Resolutions, now’s as good a time as any. It’s a misguided practice that usually doesn’t end well anyway. You don’t need an arbitrary start date to work on self-improvement, that should be a daily practice as it is. Why not start right now?
Get AGGRESSIVE – Close out ALL of those pending dream deals that have been lingering. Do much more outreach and lead generation. Don’t dwell on whether you’re annoying people or assume that they already have an expert helping them that does what you do. Push harder!
Think about and plan out ways you can continue to streamline your business & professional operations. This can include CRM, automations, revisiting your tech stack, delegating more tasks, etc.
Try not to eat and drink everything in sight just because it’s the holidays. Maintain (or in some cases start) your workout routine consistently and only indulge occasionally. It’s especially tough given all the parties and networking events, but some balance now will spare you later.
Enjoy time with my family and friends and BE PRESENT. Don’t spend that precious time distracted with your head in the clouds and worrying about things that are out of your control.
Debrief/Reflect on the past year. What worked, what didn’t, what do you need to improve upon? Lay it all out objectively and identify opportunities to get better. While this may seem obvious, it’s crucial.
Strategize for 2021 (and beyond) now. Spend an appropriate amount of time writing out specific goals, sketching out project plans, and dreaming big. From there be mindful, thoughtful, deliberate, and thorough enough to also make your plan realistic while still stretching yourself. Once this exercise is completed, start working on implementing that strategy ASAP to carry some momentum with you.
Add appointments to your 2021 calendar (monthly/quarterly, etc.) now to make sure you schedule the time to reflect on your progress and measure where you’re at along the way to ensure you continuously improve.

A few specifically for you:

Get and implement a CRM already! Seriously, how many times do I have to say it? If you need to spend some time asking a few questions on how to get started, reach out to me, that part is, and always will be, on the house.
Start a blog, a podcast, video/webinar series, whatever. Leverage content marketing to develop and enhance your brand and get your business’ name out there.
Finally start that business you’ve been day dreaming about for years now.
Or at least start working on that side hustle you’ve been planning.
Identify an organization you’re interested in and get involved in the community. This could be philanthropic or civic, doesn’t matter as much as simply taking action and giving back.

There are plenty of others I’m forgetting. And I will likely revisit this some more over the next few months to continue tweaking it.

What are some of your Q4 goals? What about your 2021 goals? How can we help you achieve them? Please let me know, would love to hear from you!