The Scoop @ MSCO


Guest Presentation for IRC in October

MSCO’s CEO and Founder, Mark Stevens, has been invited to give a private guest presentation for the delegates of IRC Global Executive Search Partners. Mark will be presenting at the IRC Global Annual Conference on the afternoon of October 1st, 2015. The duration of the speaking engagement is planned to be 30 minutes including a question and answer section. For those of you who know Mark, this may prove to be a little difficult! Once he gets started on something that he’s passionate about, he could literally speak for hours without repeating himself.

The topic of this guest presentation is Creating Brand Value which is something that Mark (and MSCO) has a lot of experience with. Mark will be discussing a few key points to help the audience understand what exactly a brand is and why the brand promise is the most important element of any brand.

Next, Mark will be taking the audience through a few examples of global branding that MSCO has engaged in, including Clarfeld Financial Advisors, Intrawest, Summit International, and Mars Steel Horse Coffee. With each brand, he will explain how we started and where they are today.

Finally, Mark will conclude with some specific information about the IRC brand. He will discuss important questions such as: Is it even a brand? How can IRC better serve its members through branding? He will, of course, answer these questions with his own insights and let the audience know how this can be accomplished.

Being invited to give a guest presentation is a huge honor, and we’re so proud of Mark. His accomplishments open so many doors for MSCO and allow us to grow as a company along with him.

More details about the event: This conference is not open to the public because it is an internal event for the members of IRC. It is the global conference organized for the IRC delegates coming from 45 different countries and 6 continents to share their know-how and best practices. It is also a networking event between delegates and the external guest speakers.

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Clarfeld Again Ranked #1 NY Independent Financial Consultant by Barron’s

For the sixth consecutive year, Barron’s ranked Rob Clarfeld, CEO of Clarfeld Financial Advisors, New York’s #1 Independent Financial Advisor. A client of MSCO for that entire span, we’ve been with them every step of the way, unearthing new opportunities and streamlining their business development, so they can focus on what matters, growing wealth for their clients.

Says Clarfeld about the achievement:

“I’m thrilled by this year’s ranking; however, it is our Barron’s ranking for six consecutive years as New York’s best independent wealth advisor that attests to the consistency of our methodology, high-touch client service culture and ongoing commitment to excellence.

“This past year saw us highly ranked by Forbes, The Financial Times, as well as other publications, but the Barron’s ranking is by far the gold standard of the financial services industry.We operate in an incredibly competitive environment, among very talented firms, particularly in New York where the best of the best compete for the trust of extremely sophisticated clients.”

With a score of 99.496 out of 100, Clarfeld ranked eighth nationally in Barron’s Top 100 Independent Advisors list for 2014 and has been among the top ten nationwide for six consecutive years.

Barron’s rigorous, objective ranking is the most prestigious and respected listing within the financial advisory industry. Unlike other industry surveys that list advisors solely by assets under management, Barron’s vetting process employs an in-depth qualitative assessment of the advisor’s investment philosophy, business practices, contributions to the community and profession, as well as asset and revenue growth.

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