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Provide a ‘WOW’ Experience in your Nonprofit Marketing

The Charity CFO

About David Welcome everyone to A Modern Nonprofit Podcast. Today, we explored the importance of websites, nonprofit marketing, and how to bridge the gaps between departments to achieve digital success. We invited David Pisarek of Wow Digital, Inc. David started Wow Digital Inc. We welcome David to the show!

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Transcript: Marcus Shaw

Barry Ritholtz

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have another special guest. His name is Marcus Shaw. He has really a fascinating career and a focus these days.

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Building Better Solutions for the Nonprofit Community

The Charity CFO

Why is it so hard for nonprofits to find the help they need? From choosing a fundraising software to getting financial advice to finding a grant writer, nonprofits struggle to find good help. So how did a former VP at Goldman Sachs end up serving nonprofits? And what can the for-profit world learn from the nonprofit world?

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Unlocking Growth By Asking For A Referral And Showing Value

CFO News Room

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

Planning 130
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Data Privacy Strategies for Modern Nonprofits

The Charity CFO

You think your information is encrypted… but is it? For over 20 years, nonprofits struggled to take data privacy seriously. This week on A Modern Nonprofit Podcast we discuss today’s biggest cybersecurity threat and how nonprofits can use technology without putting themselves at risk. A Modern Nonprofit Podcast.

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Transcript: Ted Seides

Barry Ritholtz

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Let’s talk a little bit about your alternative investments career. I didn’t know a whole lot about markets or stocks. Great to be here with you. RITHOLTZ: God.

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

Welcome back to the 308th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

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