After reading this entire blog post from top to bottom proceed to the heading to READ THIS and then the CONTACT page to fill out the INTAKE FORM.
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1st STEP for prospects considering being a contractual client is to read website & blogfeed for at least 15 to 45 minutes and then fill out this (brief) preliminary assessment Intake Form* (completely) found on the left side of the company website homepage;
Following initial inquiry submissions; our call center staff will reply generally the same business day (during office hours Pacific Time). Reply will consist of a 10-15 minute VERBAL reply consisting of preliminary assessment of what strategy should be implemented and funding options available that likely are ALREADY listed on this blogfeed.
However, because we close early on Fridays (hours indicated on CONTACT page) all submissions made after >NOON< on Friday will be replied (by phone) by the next Monday due to backlog and the fact we close at 2 pm on Friday. Normally, replies occur in as little as 15 minutes.
Our customer service options for our IR/PR marketing firm are bullet-point listed on question >9< on Intake form. They are also listed on the WHAT WE DO page found on the left side of homepage. Also see what IR firm members of http://www.NIRI.org do.
(*) Filling out form does NOT make you a contractual client. It’s called preliminary assessment Intake Form for a reason. Furthermore, Intake Forms NOT coinciding with a client contract within 20 days are considered EXPIRED due to volume of inquiries that go nowhere. In the event you choose to be a contractual client you will be assigned an ACCOUNT EXECUTIVE to determine (AND implement) an effective DIRECTION & DURATION of your IR campaign.
Reading 135 page business plans are NOT done by one person (called analysts) and IF even necessary; is a elective task reserved for actual contractual clients and not tire-kickers. Your assigned account executive will make this determination.
And finally, if you mistakenly think financial advisors work for free and want endless free advise spanning months or confuse that as the same as a broker; then that is what this complementary consultation blog feed is for and says so at the TOP of this screen.
There are already 6,000+ specific sources of capital that work well in the majority of instances. Some are expedient to include less than 30 days or even same day approval. In the unlikely event they may not be an exact fit; then it indicates that request has complex and multi-faceted non-broker tasks likely requiring extensive time and staff.
Be sure to read different TIMELINES to close underneath the INTAKE FORM.
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