Day: February 8, 2018

Wichert Insurance Welcomes Two New Team Members Independent Agency Sees Further Growth

Cuyahoga Falls, OH, February 08, 2018 –(PR.com)– Wichert Insurance, an Ohio based Independent Insurance Agency and wholesaler, is pleased to announce the appointment of Al Thomas to the position of President. Al has worked in the capacity of Principal of Confluence Insurance Advisors, LLC (CIA) as a consultant to Wichert’s acquisition strategy and sales management. CIA will become a managed Wichert LLC and Licensed Insurance Agency and Al will become a Principal partner in another Wichert managed LLC. Prior to this, Al was the COO of Huntington Insurance and held positions at Willis and Wells Fargo. “Al was exposed to Wichert’s unique platform where Principal Partners retain and obtain ownership in legacy agencies while enjoying the platform of Companies, Capabilities and Constituencies found in the largest agents and brokers without the downsides of banks, equity partners, and consolidators,” says Tom Wichert, CEO of Wichert Insurance. “Having Al on board has given a higher level of visibility to this exceptional platform that has only become enhanced with the passage of the Tax Reform last month.” Al will be responsible for the leadership of the platform from which all Wichert managed entities benefit. Al will lead and set the vision and objectives with the Principals that ultimately determine the success of their operating units. He will continue to lead the day to day sales management of designated producers of each LLC....

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​Click & Pledge Announces New AI Assistant, Now on Amazon Alexa & Google Assistant

Blacksburg, VA, February 08, 2018 –(PR.com)– The future of fundraising intelligence is here. That's what Click & Pledge, a leading fundraising software provider, announced this week when it introduced its new AI Assistant as an Amazon Alexa Skill and Google Action. It's all too often, in a world increasingly surrounded by technology, that nonprofit employees and volunteers need access to their data and information faster than ever before. Click & Pledge's AI Assistant helps to relieve nonprofit professionals of this predicament. The AI Assistant connects Alexa or Google to a nonprofit's Click & Pledge account, then assists the customer by instantly retrieving real-time fundraising statistics from that specific account. Click & Pledge CEO Kamran Razvan and spokesman Matt Sutherland revealed the AI Assistant on Tuesday during a Facebook Live announcement. "We are reaching the era of 'Information Now,' rather than a second from now," Razvan said during the announcement. "2018 is a major year for us." Customers can set up the AI Assistant on Amazon Alexa Echo and Google Home smart speakers. The assistant also works if a customer's Click & Pledge account is linked to the free Amazon Alexa or Google Assistant apps that are available for smartphones or tablets. After saying "Open Click & Pledge" (or "Ask Click & Pledge" for Google), users can try asking, "What are my stats for…" * Today? * Yesterday? * This...

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CoreValue Advisor Software Selected as Top New Advisory Tool for 2018 Helps Advisors to Quickly Build New Consulting Practices and Grow Revenues

Lebanon, NH, February 08, 2018 –(PR.com)– CoreValue Advisor Software today announced that CoreValue, the #1 best-selling business consulting system, has been selected by Accounting Today as a “Top New Advisory Tool 2018.” Among the award winners, CoreValue was singled out in the next gen category as “a great example of… next-generation tools,” and enables “the forward-looking, value-added services that swell firm revenues,” says Daniel Hood, Editor-In-Chief for Accounting Today. “CoreValue uses the only patented operational methodology born at MIT, accepted by NACVA, that has been used by over 10,000 companies so far, and our executable growth plan has increased user value by over $7 billion,” says George Sandmann, President of CoreValue Advisor Software. “It is like a consulting-practice-in-a-box that includes everything needed to start a new, or expand an existing consulting practice. Over 50% of the pros and teams that see it in action come on board.” Robert Jirovec, CPA says “CoreValue allows even the most marketing-challenged CPA to sell services.” CoreValue uses a patented best-practice methodology to calculate the client company’s current enterprise value, and analyzes the totality of the company’s operations across 18 Value Drivers to uncover consulting engagement opportunities. Users can leverage best practices from assessment through execution to maximize results. It includes consulting tools for an initial free up-front assessment that include a value gap analysis, a “what if?” calculator, analytics, and then generates an...

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Leader in Behavioral Finance Rolls Out Simpler, More Accessible Tools to Advisor Community

Atlanta, GA, February 08, 2018 –(PR.com)– Atlanta-based DNA Behavior International has introduced a simplified Starter Package for its Financial DNA platform and streamlined related tiers of the behavioral finance-based system. Financial DNA is an online solution that helps financial advisors and their clients maximize communication, while identifying their risk profile, behavioral biases, spending patterns and goals-based planning preferences. “Our Starter Package, Introductory Package and Behavioral Finance Package still include a 10-minute, 46-question tool to reliably reveal the core of a person’s natural behavior but are designed to be much easier to use and implement for an advisor or firm, and now a lower-priced starting point is offered,” says Hugh Massie, CEO of DNA Behavior and a pioneer in the practical application of behavioral insights. The first of the three simplified packages starts with a $75/month commitment that includes free, self-paced online training (available 24/7), and enables advisors to co-brand the system’s reports with their name and/or firm’s logo. “We objectively measure a person’s natural, hard-wired behavior to reliably predict (with a 91 percent reliability level) how a client will make decisions over the long term,” Massie says, “and these new packages make this objective scientific measurement simpler and more accessible for advisors and the people they serve.” While many advisors and clients are familiar with risk-tolerance surveys, Financial DNA goes far beyond that one area, using validated methodology to...

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Cardiovascular Care Community Applauds Lawmakers for Urging Administration to Make Unnecessary Amputations a Thing of the Past

Washington, DC, February 08, 2018 –(PR.com)– The CardioVascular Coalition (CVC) today applauded 32 members of the U.S. House of Representatives for urging the Department of Health and Human Services and the Veterans Health Administration to adopt a national strategy to reduce non-traumatic amputations through increased awareness of peripheral artery disease (PAD), increased screenings for at risk populations, and improved access to multidisciplinary care. In the letter, which was sponsored by Representatives Erik Paulsen (R-MN) and Donald Payne, Jr. (D-NJ), the lawmakers ask the administration to provide Congress with information about any current or planned efforts by the federal government to reduce unnecessary non-traumatic amputations. The letter also calls on all relevant agencies to provide information about their regulatory authority to implement any such policy and asks whether any new statutory authority is needed. “On behalf of the vascular care community, I would like to sincerely thank Representatives Paulsen, Payne, and their colleagues for working to make non-traumatic amputations a thing of the past,” said Jeffrey Carr, MD, a member of the CVC Board of Directors and Founding President of the Outpatient Endovascular and Interventional Society. “Thanks to their leadership, we are closer to advancing initiatives to address the alarming rate of limb loss in America, particularly in minority communities.” Each year, nearly 185,000 Americans undergo an amputation, about half of which can be attributed to preventable vascular diseases such...

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