Marketing


Two Days in Washington DC: Understanding What Could Be and How It’s Done

Oregon Business Council, Washington DC, Portland Business Alliance
Generally speaking we all desire the same outcomes and benefits. Our processes are different. Politicians desire robust economies with happy, healthy, and enriched citizens free of conflicts and stress. Business leaders desire robust economies with happy, healthy, and enriched citizens that are willing and able to purchase their products and services. I recently became a member of the Portland Business Alliance (Portland Chamber of Commerce) and the Oregon Business Council in the Organizations’ annual pilgrimage to Washington, DC to meet with our elected officials ...

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I’m with Ed Kless this Morning on the @SageNAmerica Advice Podcast

Ed Kless, Podcast, Sage North America, SageNAmerica
I was invited to participate in a Podcast with fellow Verasage Fellow Ed Kless (@EdKless) last week about the new changes to the US Tax Code. Well, it's published. Here it is: Permalink: http://sagena.libsyn.com/morris Are you involved with Tax-Exempt Entities? (listen around 07:45), there are some important changes coming if you haven't already been made aware of them. Last month I wrote about our country's Spending Problem "Driven: The Psychological Economy vs. Physical Economy"; maybe it's time to reign it in a little. If you have any questions about my conversa...

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Part II: How Public Is Your Elevator Pitch

Last month I shared how “Wowed” I was with the Public Elevator Pitch I saw in the lobby of the International Law Offices of Stephenson Harwood (Hong Kong) while in Asia for the 2017 STEP Asia Conference. It was during the 2017 STEP Asia Conference when it really resonated and “Wowed” me to… “I Get It”; I got Zapped! We, at Morris+D’Angelo, have always had the first and most important Building Block of our Brand in this statement; “We’re Not Just Another CPA Firm”. Eureka! Now, What Does This Mean for You The realization after years of doing ...

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Start Ups: The Start-Up is an Attitude, Not an Age

Daniel Morris, Founder, Oregon, Portland, Start-Up
Why is Your New Business is a Start-Up and My Old Business Not We all know young individuals who impress us as adolescents or pre-adolescents with how they behave and we also know some who are past 30-years of age who should know better and behave like infants and toddlers. Start-Ups and Attitude; Think Like a Founder A Start-Up is: 1 - Passionate 2 - Thinks and Serves Beyond Status Quo 3 - Modify the existing (traditional) Business Model associated with the enterprise that it serves Part One: Passion What are you doing about Changing and Evolving the DNA ...

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How Public is Your Elevator Pitch

Elevator Pitch, Services, Business Pitch
In Business, it takes every Employee, every Partner, every Team Member and Friend, who should know and understand what the Enterprise (business) is going after? What Professional Services, Information or Products do they provide? How do you Benefit others? What’s in it for them? I recently returned from an eight-day business-trip to Asia that took me from Hong Kong and finally to Singapore for the "STEP Asia Conference 2017" that left me energized, inspired and ready to add-to and evolve our Branding Statment, "We’re Not Just Another CPA Firm" with new tools to grow ...

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Our Private Wealth Advisory Services Just Reached a New High-Level

University of Oxford, Daniel Morris, portland oregon
As the only American and one of 16 Global Honorees (one of two in the Western Hemisphere), Daniel Morris has recently earned his Wealth Advisory Services Post-Professional Graduate Diploma (PPGD). The PPGD was a year-long program held at the University of Oxford and is designed for Senior Leadership that emphasized the interrelationships necessary to best advise Multi-National, Multi-Generational, and Privately-Owned Enterprises and their families. The Morris+D’Angelo Accounting and Financial Services Firm has already navigated cross-border estate issues in Italy, ...

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The Value of Community in a Shared CoWorking Office

CoWorking, Office, Community, Daniel Morris, Portland, Oregon
A Professional Network is more defined by whom you keep out rather than who you let in. This is counter to the prevailing feel good; bigger is better, Social Media, Twitter, and LinkedIn love fest. Good Leadership in a CoWorking Office has to seek to provide a community that is strong with the diversity of ideas, opinions, personalities, skills, business models, and habits. I’m really picky about who I let into my network. Mostly in part because those who have agreed to include me in THEIR Networks trust me, and because they trust me, I consider myself a ...

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Total Quality Service: Still Required for Your Business Success

Total Quality Service, Customer Service, Customer Care
Before there was Value Pricing, Total Quality Service was the normal business practice. Myself and other colleagues and collaborators, Ron Baker and Thomas L. Bowden, Sr. all Believed and Taught businesses like yours about competing on Service and, more importantly, before a business can charge premium prices, they must provide their customers with Total Quality Service. Today was one of those days where the service quality received from one of my preferred service providers failed. As a frequent renter of their vehicles with this particular Car Rental Company, I ...

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CFOs Try to Focus on Strategy, but Information Technology Systems (IT) Get in the Way

Information Technology, IT, IT Systems
A number of our Financial Professionals and CFOs expect to evolve their Information Technology (IT) for their Firms in the coming year, but some are dreading the journey via clunky legacy systems.   Frequently information technology (IT) for CFOs and finance professionals and sometimes for entrepreneurs can be a “Black-Box”. Throughout our offices, we hear “I know I have to have it, but I don’t understand how it works.”   Why buy into something that’s good today and obsolete tomorrow? As a responsible business leader overseeing an Enterprise ...

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