Connect with us

News

Tricia Desso-Cox, C5 Insight Managing Director, Hits Amazon Bestseller List with New Book

Published

on

Tricia Desso-Cox reached the Amazon Bestseller List with her new book, “Revenue Engineering: 5 Steps to a CRM-Ready Sales Process.” The book describes best practices to develop sales processes that harness the power of people and supporting technology.

C5 Insight Managing Director Tricia Desso-Cox reached the Amazon Bestseller List with her new book, Revenue Engineering: 5 Steps to a CRM-Ready Sales Process. Amazon listed the book at Number 1 among all Business Consulting and Business Planning & Forecasting books in the Kindle Store and as the Number 1 Hot New Release in multiple categories.

Well defined processes are critical to the productivity of a team. This is especially true for sales teams that often struggle with structure and technology. Revenue Engineering offers a robust plan that can be used as a quick-start guide based on short and long-term business needs. It is based on several tried-and-true tools coupled with The LUCK Principle (TM) methodology developed by C5 Insight. Readers can learn to use industry standards and best practice principles to architect a sales process that harnesses the power of people and supporting technology.

The book provides a non-technical learning experience that includes case studies, illustrations, and insights from industry thought leaders. Revenue Engineering: 5 Steps to a CRM-Ready Sales Process is available on Amazon in both eBook and paperback editions at https://www.amazon.com/dp/B09MBM49F5.

Tricia Desso-Cox is the Managing Director of C5 Insight. She has over 20 years of experience in customer and employee engagement and user training delivery on several platforms and processes. She also has 10 years of business-critical operations management experience for global enterprise, master data management, business process design, and business analyst/project management work. Her credentials include a Masters in Management, Bachelor of Science in Business Management, a Six Sigma Green Belt, and the Microsoft Sure Step Project Management Certification.

C5 Insight was founded in 2002 and is a leader in delivering customer engagement and employee collaboration planning, implementation, and support projects. The company has consulted with hundreds of companies around the world in a broad range of industries. The firm has twice been named to the Inc. 5000 list of fastest growing companies. For more information about C5 Insight, visit https://www.C5Insight.com.

Media Contact

Company Name: Nations Media Group
Contact Person: Bill Kopatich
Email: [email protected]
Phone: 704-562-6641
Country: United States
Website: https://www.NationsMediaGroup.com

This post was originally published on this site

Continue Reading

News

LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published

on

LM Stamper, Managing Director with Evermore Wealth, Interviewed on Influential Entrepreneurs Podcast Discussing Retirement Planning for Women

Published on January 19, 2022


During the interview, LM “Stamp” Stamper discusses the extraordinary value proposition he provides women over 50 to help them properly plan for retirement.

Stamp says, ” We believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of strategies and services, designed to help you address your financial needs and concerns.”

Listen to the interview on the Business Innovators Radio Network   

https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women/

Stamp continued, ” Our firm specializes in helping individuals develop sound retirement strategies. Our goal is to help you take the mystery out of investing, insurance, estate conservation, and preserving wealth so you can focus on what matters most to you.”

They accomplish this by addressing financial needs, including:

  • Income planning so you don’t run out of money
  • Organization of your complete financial picture in one easy-to-find area
  • Addressing market volatility within your investments
  • Creating tax-conscience plans
  • Helping find ways to pay for life insurance, long-term care, and healthcare expenses
  • Establishing an advisor relationship for the surviving spouse
  • Providing solutions to efficiently pass down assets to heirs

With their personalized, hands-on service, their clients are guided toward building their ideal financial futures.

 


About
LM Stamper

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.

Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.

He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.

In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 25 years, and he says it never seems to get old.

Learn More: https://www.LMStamper.com/ 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. Evermore Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

This post was originally published on this site

Continue Reading

News

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published

on

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing The Stewardship Paradigm

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm/

Their Methodology – The Stewardship Paradigm™  The ethic to make, keep, and grow money and is based on time-tested and proven principles:

Principle #1 – Commit To Better Results…

Principle #2 – Increase Your Financial IQ

Principle #3 – Apply Principle-Based Behavior

Principle #4 – Control Your Financial Environment

Principle #5 – Make Money With Money

Principle #6 – Never Lose Money

Principle #7 – Earn Uninterrupted Compound Interest

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to plan and manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time helping 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

This post was originally published on this site

Continue Reading

News

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published

on

Marc C. Vasquez Co-Founder and President of Donumvita, Interviewed on Influential Entrepreneurs Podcast, Discussing Generational Wealth

Published on January 19, 2022

Marc C. Vasquez discusses the extraordinary value proposition he provides clients. Financial Independence is achieved by teaching how to fundamentally eliminate wealth transfers that occur unknowingly and unnecessarily due to debt, inflation, qualified retirement plans, taxes, and misinformation.

Listen to the interview on the Business Innovators Radio Network

https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company/

Vasquez commented, “We exist to foster economic independence and wealth in America by teaching clients how to manage cash-flow, net-worth, and risk. Our Mission and Vision is to close the wealth gap in America one family at a time and to help 1-million Americans amass Generational Wealth.”

Marc believes that his diverse education, learned professional skill sets, unique life experiences, quality service standards, and value-added business propositions culminate his competitive differentiation.

More than just accumulating wealth, he feels that the initial meeting is an opportunity to discover where there are holes in the financial bucket to fill. This will reduce expenses and reallocate funds to increase cash flow to create wealth. The abundant mindset is an essential aspect of understanding how to close the wealth gap–from where you are–and where you want to be; to thrive in an environment of wealth and create a legacy.

 

About Marc C. Vasquez

Marc has co-founded Donumvita, Donumvita Brokerage, and Donumvita Consultants, wholly owned subsidiaries of Donumvita Corporation. The focus is to empower people through Financial Education. Marc helps entrepreneurs to make, keep, and grow money like banks do by teaching them how to implement the Private Reserve System™ to accumulate, distribute, and transfer wealth on a tax-free basis. 

Learn More: https://www.donumvita.com/

This post was originally published on this site

Continue Reading

Trending

SmallBiz Newsletter

Join our newsletter for the latest information, news and products that are vital to running a successful SmallBiz.