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Agility Turns Five!

Agility Turns Five!

It was truly serendipity when in 2015, Cindy Solovei met Mimi Nguyen by interviewing for a position to replace Mimi at her former job. They impressed each other and, rather than take that job, Cindy and Mimi, complementary in skillsets and personality, joined forces to create Agility Financial Partners. That

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Compliance with Reg CF: Is Your Accountant “Independent”?

Compliance with Reg CF: Is Your Accountant “Independent”?

Posted with permission from CrowdCheck, Inc. Every company offering securities to investors under Regulation Crowdfunding (“Reg CF”) is required to provide financial statements that are prepared in accordance with generally accepted accounting principles. For offerings seeking over $107,000, those financial statements are required to be reviewed by an independent public accountant

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CONNECTING WITH CLIENTS VIA EMPATHETIC MARKETING IN EXTRAORDINARY TIMES

CONNECTING WITH CLIENTS VIA EMPATHETIC MARKETING IN EXTRAORDINARY TIMES

CONNECTING WITH CLIENTS VIA EMPATHETIC MARKETING IN EXTRAORDINARY TIMES “People will forget what you said. People will forget what you did. But people will never forget how you made them feel.” Maya Angelou American Author & Poet    Good will is always good business especially in the extraordinary times in which

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