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Ian McKenna in San Jose: Online services can complement traditional advice

May 11, 2014/in Blog, Financial Planning Jobs /by Robert Goodman

Ian McKenna in San Jose: Online services can complement traditional advice
Advisors will provide the Pro version of the software to clients and encourage them to maintain their financial information in it, this is prepopulated from an aggregation feed. … They can search for advisors by advice area including 401Ks (the US …
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Collaboration helps higher ed graduate to a greener future
Yet, at a TCCPI meeting in June 2010, the group came up with the notion of the planning department and EVI's joining hands to submit a proposal to the EPA Climate Showcase Community Grant Program, which seeks to highlight community efforts to decrease …
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3 Everyday Events That Can Teach Your Kids About Money
"Children need to understand Mom and Dad have a valid and thoughtful reason behind the 'no' to help avoid feelings of deprivation" said Shannon Ryan, a certified financial planner, author of numerous books on teaching children about money and founder …
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What I Do | Who I Help | How I Help Them

What I Do:

Elevator Pitch: "I Help Startups Start and Stay Started." ™ | MBA | I Help Startups Plan, Fund and Implement | Funding Network of 4.5K+ Angel Investors / 4K+ VC / 1K+ Family Offices - All 9.5K Investors Personally Know Me.

Are You REALLY "Ready For Prime Time" for Your Fundraising?

Who I Help

I help entrepreneurs and startup companies identify the best path to get from their current Point A to their vision's Point B while helping them avoid or slay many of the lethal dragons that get in the way of success.

Some Of My Primary Services

::: Chief ImpleMentor - Mentoring and Implementation For the Startup and Emerging Company :::

What is your startup or emerging company's constraint to growth? Or, if you haven't yet started your startup, what is your constraint to starting?

To date, my company, CEO RESOURCE LLC, has already helped, on a one-on-one basis, THOUSANDS of diverse startup and emerging companies and their CEOs in 49 of the 50 states and more than 70 countries on six of the seven continents with their business planning, strategy and tactics, action planning, problem solving, fundraising, dragon slaying and plan implementation.

Prior to starting CEO RESOURCE LLC, I successfully completed all 44 of my Reg D offerings raising $110 million in today's dollars from 1,342 Angel Investors and Venture Capitalists for my own real estate investment company, financial services company – and software company which I ended up taking public. I even started my own NASD broker-dealer company.

My real estate syndication company had over $322 million in today's dollars of income property transactions encompassing multi-family, self storage, office, and office warehouse asset classes, managing over 45,000 rental units and became the 7th largest operator of self-storage facilities in the Nation

Even though I have a network of 4.5K Angel/Accredited Investors AND 4K VC AND 1K Family Offices – all of whom know me – I am not currently a direct angel investor myself. Instead, I help my clients make sure they are genuinely “Ready for Prime Time” for their fundraising – and then help get them connected with startup company investors in my network.

One of my primary services is cost-effectively mentoring and guiding startup company CEOs like yourself through the confusing and complicated, totally treacherous, jungle of raising investor capital - and helping them to accelerate their fundraising success.

Other key services I provide my clients include:

::: Virtual CEO / Virtual Executive Services

::: Strategic and Tactical Planning For Startup Companies

::: Fundraising Service For Finding Angel Investor Capital

::: Business Plans, Planning and Realistic Implementation

::: Real Estate Consulting Services, Including Virtual Executive Service

::: Hourly and Project Based Consulting

::: Other Services For Startup And Emerging Companies

How can I best help you with YOUR startup or emerging company's success?

Robert Lee Goodman, MBA
CEO / Chief ImpleMentor
ChiefImpleMentor.com
CEO RESOURCE LLC

FastAngelPitch.com
FractionalFundraisingMentor.com
FractionalSyndicator.com
AngelAudits.com
RealEstateImpleMentor.com
StartupCompanyInvestors.com
StartupCompanyStepsToFundraisingSuccess.com
ChiefImpleMentor.com

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My 23K+ 1st Level Connection LinkedIn Profile: Linkedin.com/in/robertleegoodman

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Are you someone who is facing major life changes such as: students and graduates; those who are dating, marrying or divorcing; those who are job hunting, have lost their job, changing careers or starting their own business; those who are seeking personal transformation or who are re-evaluating their lives for a variety of other reasons?

The book FIVE YEAR LIFE is a short, simplified motivational guide and workbook to help you quickly identify your own personal, career and relationship life goals.

By answering the book’s easy 82 question quiz, you can help ensure that your multiple goals are consistent and compatible for all aspects of your life along with the multiple goals of wives, husbands and significant others.

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