This document will equip you with actions needed to allow us to work together effectively and efficiently.
We look forward to helping you learn, connect, and grow!
Please provide us with a brief introduction paragraph of who you are and what your organization offers.
During your time with Elevate we will complete strategic introductions to help your organization grow.
Introductions are completed at both events and via email. When completing introductions via email we will use your introduction paragraph to land a concrete meeting with the individual.
“Good afternoon Seema,
Aakash would like to introduce you to Taylor and Sonya Ranker. Taylor is the Founder and President of Questmont, the Virtual Family Office. Sonya is the Director of Family Office Services and Personal CFO.
Questmont is the only Virtual Family Office in the Tampa Bay area and has been helping clients here for over two decades. Due to the growth of demand for their services, they have launched their first physical branch here on August 1, 2020.
Questmont works with select families to coordinate and simplify their “scattered buckets of wealth” and lighten their load. As a business owner and leader, ask yourself this question: “When was the last time your financial advisor, CPA, lawyer and insurance broker got in a room together and worked on nothing but your concerns?”
With that being said, Aakash & I thought it would be a great idea for you all to have a call or meeting. Please let me know if there’s anything else I can do to assist!”
The ‘welcome blog’ will be the first blog post Elevate, Inc. will create on your organizations behalf.
Elevate, Inc’s newsletter is sent out every other Wednesday where we highlight new information about your organization through blog posts, featured articles, images, video links, and more.
Provide social media handles to your Account Executive, if applicable.
Email your Account Executive a high-resolution company logo that can be used on our website, newsletter, and social media posts.
At the beginning of each month, a strategy session will be held with you and Elevate, Inc.
The Elevate, Inc. team is committed to expanding your organization’s network throughout the Tampa Bay area. A 10-hour monthly commitment to Elevate, Inc. is suggested to provide you with the assets your organization needs to Learn, Connect, and Grow!
Please provide your Account Executive with your organization’s point of contact (who from your organization should we work with regarding company information, event attendance, and other inquiries?)
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