3 results for tag: STEP


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 “Business” (with traditional and evolving financial concepts) is that a basic ...

How Public is Your Elevator 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 our Branding "Building Block". Do You Know Yours? You have 30-seconds… ...

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

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, the United States, India, England, and Switzerland. The Master classes ...