There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more...

Over the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have...

My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for...

The whirlwind of 2020 rattled businesses across the country, and it was no different for the private investment/fund industries. Even...

Your Fund and its Portfolio Companies’ Future Partner for Marketing, Sales, Finance, Operations, Investor Relations, Development, & More....

The WIMS Guide Video Edition is Back! I’m in Cali for the next two weeks. We came out here to close out my wife’s maternity leave with a...

Whelp I broke the streak! After literally 14 hours straight with a client firm there was a moment when I got back to the apartment around...

It’s Miami Monday!! Just arrived in the Magic City and I have an action packed week on deck. Meetings with investors, clients, prospects,...

Getting this in a little last minute today but keeping the streak alive nonetheless! Still in the mountains of Banner Elk, NC and...

Today we’ve gone mobile, shooting from the mountains of Banner Elk, NC! It’s appropriate for today’s theme (we’re still drilling deeper...

If you’re following along (if not that’s ok too) today we’re talking about what you do as the next step in launching or redeploying your...

Wow! You’d be surprised how fast you can get a solid streak going. Seems like just yesterday I started on this (ok so it wasn’t THAT long...

Today we’re going to cover a brief intro to CRM (Customer Relationship Management) for those who don’t know what it is, and for those...

It’s Friday! Already got day 7 of my gym streak knocked out, got it in early today as opposed to the 10pm sessions I’ve been pulling off...

First of all, thank you for the feedback from Day 1, it means a lot and I appreciate it! There were a lot of you savages still grinding...

Happy New Year and welcome to the new decade! After about 50 takes I figured what the heck, let’s just launch this thing. It’s raw and...

I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way...

The WIMS Consulting project management service line was born out of our own need to allocate the time and resources to make sure and...

Forget what you think you know about CRM programs. It’s time for you to rethink the entire idea that you’ve been holding onto for years...

I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way...