Loading...
Answers
MenuWhere to get consulting for shareholders stocks' portfolios, custodian communication, stock loans?
Answers
There are several options for consulting on shareholders' stock portfolios, custodian communication, and stock loans. Some of these include:
Financial Advisors: Many financial advisors, such as those at large financial institutions or independent firms, have experience working with shareholders and can provide guidance on managing stock portfolios and other investments.
Stockbrokers: Stockbrokers can provide information and advice on buying and selling stocks and can assist with executing trades on behalf of shareholders.
Stock loan service providers: There are a number of firms that provide stock loan services, these firms typically focus on lending against publicly traded shares, they also provide collateral management services and market intelligence to their clients.
Custodian banks: Some custodian banks also provide custodian services as well as services of communication with the shareholders and other parties related to the shares or securities on the portfolio.
It's important to keep in mind that consulting services may require a fee, and it's important to understand what you're paying for and to make sure that the firm or individual providing the services is qualified and licensed to do so. Researching the background of the firm or individual, reading reviews and checking with regulatory agencies, like SEC, would be a good step before engaging in any business with them.
Related Questions
-
How can I make a small, profitable business on Wordpress?
It sounds like you have plenty of skills to get started now. There's no need to keep re-training in different areas when you have experience to get started today. My suggestion would be to pick a niche and try and become the go-to guy in that particular niche. Let's say, for example, you are interested in men's fashion. You have experience in creating Wordpress ecommerce sites. You could call up maybe 10-15 of the local businesses in that niche in your local city/state and offer to make their website and get them in on a set-up fee and then a monthly maintenance retainer. This approach would be lower stress (because it's something you're interested in) and also because you could create a methodical framework that you could apply to other businesses in that niche. That's just one idea. Second idea - create a course on WooCommerce development and put it on Udemy (or Coursera etc). Note down 10 of the biggest obstacles you've had to overcome when building sites for friends and family and then note down 10 of the most important considerations people should consider before people get started. Now you've got 20 video lessons for your course. Charge for the course on Udemy or use it as a marketing tool to get more b2b development work. Idea 3: Go make money on freelancer.com, peopleperhour etc. Perhaps you've tried this already? Skills like yours are in demand on those platforms. Idea 4: Take the things I noted in the second idea above, and turn it into a handbook. Sell that book via Amazon. Idea 5: Go on Tweetdeck. Create a column that searches for people who are using keywords like "Wordpress woocommerce issue" "Wordpress woocommerce help" "WordPress woocommerce problem". Give them your clairty.fm link and tell them you'd be happy to have 5 minute discussion to see if you could help them resolve their problem. Idea 6: Find 10 major theme development companies. Sign up to their help or support forums. Do a similar thing to what's noted above on Twitter and offer to have a quick call via clarity.fm to see if you could help. Idea 7: Go down the route of finding existing Wordpress/Woocommerce blogs. Write posts for them about specific WooCommerce issues, problem solving or project management tips. Do this with the aim of improving your inbound consulting gigs. Idea 8: Do the exact opposite of whatever those friends are telling you. Idea 9: With your skills you could easily start a dropshipping company. I won't go into all the details here but just start looking at sites like Clickbank or Product Hunt to get a feel for something you're interested in. Build your site and start dropshipping products. https://www.woothemes.com/2015/06/dropshipping-beginners-guide/ Wordpress consulting alone, yeah it's probably quite competitive, but that doesn't mean there aren't plenty of opportunities for revenue. I think you will be even more motivated, successful and less stressed if you pick a niche industry, product or service to focus on. Enjoy it!SC
-
What is the size of micro-consulting industry globally?
Gig economy is taking over industries and consulting is no exception. Global management consulting industry is said to be worth around USD 260 - 300+ billion, depending on how much we blur the line between management and technology consulting. Another research says that 20% of the industry works in micro-consulting firms (freelancers included). If we ponder it by the difference in average contract size, we get approximately USD 20-50 billion. Of course, the trend can be easily observed in a rapid growth of freelancing consulting sites (e.g. as this one). My personal opinion is that it's not really an opinion, but rather a fact. However, the question can be observed and discussed from multiple angles. If you want to get more info, feel free to contact me. :)PS
-
How can small consultancies close BIG companies as clients?
Hello, I've been working in one of the biggest agencies in the world before and now I own a small digital agency. I've found a way to close big clients really easily by doing the following: Connecting with them directly and identifying their biggest pain points. Then you need to showcase that you understand them (mainly with content marketing and talking with them) and you know how to deal with that and making an offer. The first thing I do is I find my niche, the people I want to work with. I connect with them and I ask them for an interview. During that interview I don't sell them anything, I just want to learn more about their business, what are their current issues, challanges, etc. I'm looking for the biggest pain that I know how to solve. If I identify one, I ask them if they want to receive free content on that topic. When they say yes, I put it in my database. Then I start releasing some great content for them on the topic. Then at some point a make a sale by telling them we're growing and we have a few spots open for new clients. I make them fight to become one. I used this system to talk to and close Fortune 500 and Inc 5000 companies so if you're interested to learn more, feel free to schedule a call. I'd love to share my ideals & methodology with you.MZ
-
What is the best way to get more consulting clients?
Here are some ways to get more customers: 1. Start by reaching out to your friends who own businesses and ask to doncome consulting work for them in exchange for case studies. You need to show credibility to give people a reason to trust you and work with you. 2. Create content. Either document your journey as a consultant or create a blog/vlog that will give you the ability to demonstrate your expertise. 3. Once you have content to work with, promote it via ads. 4. Lastly ask people to introduce you to people or businesses they may know could use your services. Hope this helps! I'm available for followups if needed!MB
-
What's a great way to get a "foot in the door" with major companies with consulting?
Recently, I've hit a "tipping point" where I have enough content (blog posts, podcasts, interviews, etc...) that companies now regularly seek me out for advice. "To be known, you must teach" - Nathan Barry After I wrote "This is a web page" (http://justinjackson.ca/words.html) I was contacted by VPs at Coca-Cola and Google. They weren't offering me work: they just wanted to say they enjoyed my writing. Writing, and amplifying your content, is one way to get your foot in the door.JJ
the startups.com platform
Copyright © 2025 Startups.com. All rights reserved.