Zugit

70% of the revenue in the technology world comes from partnerships. 

Partnerships are complex. 

Zugit enables organizations to increase the revenue they drive from their strategic partnerships by giving them the insights no one else is.

Founder

Supersonas

Supersonic is here to create a balanced presence of women at all decision-making levels and leadership positions.

Member

RevGenius

[Active member and contributor] RevGenius is a group of revenue-generating sales and marketing professionals brought together to learn, share, support, and grow with each other.

Sisense

Joined the exciting BI leader and 🦄 following the closing of a $100 million investment round, with the company reaching a $1.1 billion valuation.

We specialize in infusing valuable insights directly into the top business applications and services.

Enterprise Account Executive

Graduway

Joined after K1 Investment Management, a leading investment firm focusing on high-growth enterprise software companies, invested $60M in Graduway. 

Closed 15 new deals within my first 6 months.

Account Executive

Intelligo Group

Joined at series A $5.7 raise when there was only 1 other sales person.

Outbound sold to major financial institutions in the US, closed deals with organizations like The Ford Foundation, The William and Flora Hewlett Foundation and others within my first year.

CAV Systems

Joined CAV Systems Ltd to sell a newly developed mini ERP solution. Developed and managed the products marketing & sales channel, from creating new websites to demonstrating the product and closing the deals with large low tech distribution companies.

Sales Development Specialist

Wisy - Internet Marketing

Started my career during college. Joined a boutique digital marketing firm, specializing in hyper growth businesses. Full-time managing interesting clients and growing the book of business. Part-time hustling with the CEO to raise pre seed funding and build the MVP of a bee tech product.

Account Manager

If you’re finding yourself trapped in a Partnership Paradox and...

❌ You’re fed up with investing time, money and resources into partnership and not seeing a high enough ROI.
❌ You’re tired of hearing buzzwords, vague solutions and not seeing results.
❌ You’re lacking the processes to receive constructive partner feedback.
❌ You’re neglecting 80% of untouched partnership potential.

Then Zugit is the platform for you to unleash the power of your partnerships.

No fuss, no fluff - just simple, efficient and data-driven strategies all in one place.

Zugit empowers vendors and partners to maximize sales potential and create impactful synergies through:

➡️ Feedback Tracking:
Providing a simpler way to give, receive and manage feedback to improve productivity and build healthier sales relationships.

➡️Insights & Actions:
Generating real-time, data-driven strategic insights to enhance partner programs, build trust and drive growth.

➡️Success Dashboards:
Creating an easier way to access and understand valuable data to build stronger, healthier partnerships.

Join the first platform in the world that is tackling partnership challenges head-on: www.zugit.com

Let’s have a virtual coffee!

Naomi Dreifuss 🤝

Ariel Serber

Lions Financial

Director of Client Success

We focus on providing the following financial advisory services: 

      For businesses:                                                         
Business succession plans                           
Key-person protection plans                      
Executive benefit plans                                  
Employee benefit plans                                                       

      For individuals:
Financial & estate plans
Asset & wealth management plans
Retirement income plans
Philanthropic plans

Director Of Benefits

AXA Advisors

Helping clients create and execute a plan of action so that they achieve their financial goals.

Financial Advisor

North Coast Financial Group, an office of MetLife

Helping clients meet their financial goals.


•	Retirement Strategies
•	Group Benefits
•	Personal Insurance
•	Business Succession
•	Asset Allocation Strategies
•	Estate Conservation Strategies
•	Executive Benefit Strategies
•	Philanthropic Gift Strategies

Financial Services Representative

Venture Benefits

Consultant

J. Peat & Associates

Sales Executive

Central Securities

Working with families and businesses to accumulate, protect and distribute wealth efficiently

Helping individuals and small businesses build, grow and protect their financial lives through a comprehensive planning process.

Financial Consultant

Direct Marketing Association

Speaker Relations Assistant

Passionate evangelist for financial education, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

When it comes to our financial lives, more than ever, businesses and people need support and objective strategic advice that get us where we need to go. 

We are either in control of our finances or it controls us. This is especially true for business owners and startup founders. This is the challenge I help clients overcome.

Professionals and business owners that fail to plan, plan to fail - and plans with clearly written and measurable goals are more likely to succeed.

Businesses need a plan for growth, success, and, exit or succession. Professionals need a plan of action to make sure they never run out of money, to manage risks and to create their legacy.

If you'd like to speak or learn more, let's connect.

Email: arielserber@lions.financial  Cell: 516.318.0994
calendly.com/serber

Services for businesses:                                                         

Business succession plans                           
Key-person protection plans                      
Executive benefit plans                                  
Employee benefit plans     
Capital Raising                                                  

Services for individuals:

Legacy & estate plans
Asset & wealth management plans
Retirement income plans
Philanthropic plans
Insurance Planning

Wanna be a billionaire so freaking bad? Who doesn't? But it's like the more money we come across the more problems we see...

Although there are way more billionaires than ever before, the vast, vast majority of us will never have billionaires problems...but money stress and anxiety are universal. As is the desire for financial freedom and independence. Money is a powerful tool creating options and choices. How we live creates how we use it and how we use it creates how we live.

We all learn from the actions of others so why not take the opportunity to learn from the most financially successful cohort of all time. Especially when UBS pulls it all together for us with some very practical, useful, and actionable takeaways:

* Extreme wealth is built by owning productive assets (businesses, equity) over long periods, not by trading headlines.

* Their money is active across countries and asset classes. They’re worried about tariffs, geopolitics, and other risks just like everybody.

* A massive wealth transfer is underway, but over 80% of billionaires say they want their kids to be able to succeed independently, not just live off a portfolio.

* Longer lifespans and focus on legacy shifts the thinking to decades long time horizons… and updating wills and trusts regularly.

Translated to “tachlis” for normal earners:

Save and invest every month, automatically. 

Keep enough liquid to cover emergencies and invest the rest.

Diversify globally; don’t bet everything on one country and definitely not an employer.

Use tax‑advantaged accounts and make a simple will. Keep all stakeholders in the loop and make decisions as a unit.

Teach kids and others how to earn, save, and invest. Get them going with some skin in the game early for long term payoff.

Mindset and attitude are key. And health really is wealth.

You don’t need billionaire money to copy billionaire behavior. You just need a simple system you actually follow. Sometimes the first steps are the hardest. 

What actions or shifts are you hoping to make to create the life you deserve and desire? It doesn't have to be all about the pursuit of more at the cost of all else. But building value,  stacking up equity and wealth creates the environment to pursue, achieve, and leave great things.

Would love your thoughts and takeaways whether you read the full report or just run it through chatGPT. Thanks!

Ariel Serber 

Advocate for financial empowerment, literacy, and independence. Advisory solutions and problem solving for businesses; risk management, business planning, building brand equity, capital raising and more.

Billionaire Report

Just sharing a little bit of the vibes at LinkedIn's Winter Mixer for Financial Services and thanking Karin Levi for the invite. It was a great evening meeting and learning how others in the industry are leveraging the platform in varied ways as we go through an era of tremendous money in motion. 

Tldr, it's super powerful.

Great hearing from Ivy Gamble-Cobb of The Family Center - especially now it's vital to have others in mind and they do great work. 

Rick Lake, CAIA, CETF, CBDA spoke about leveraging AI in our work and storytelling, go follow his work as things change rapidly in the space. 

Oh, and I won a raffle, for April Rudin's new book! Looking forward to reading and sharing insights soon.

It really was a vibe - have you gone to any holiday events yet? How do you make sure they're a good use of everyone's time? And how are you using LinkedIn so it's an actual good use of your and your team's time and effort? 

Happy holidays!

Won the raffle, got the book!! 

Excited to start reading Wealth Management With A Difference by April Rudin and Nick Rice. The world of money and wealth are going through major changes and I'm looking forward to their insights and sharing them here! 

Thanks so much again to Karin Levi for hosting the Winter Mixer for Financial Services where I won the book in a raffle, was a lot of fun.

Breaking news: Water is wet!

I mean, if you didn't know this already, where have you been? I don't know what metrics or rubrics this is based on but Israel at #1 is so expected, so unsurprising...that, to me, is what is completely mind-blowing. 

Don't fact check me but seems the Switzerland, in 5th place is closer to the US at 2nd, than the US is to Israel on this StartupBlink report. 

That's wild!!

Lady Margareth Johana Gonzalez Avila is Founder & CEO of Capital Variation, a boutique investment advisory firm that provides impact investment strategies and financial services to Family Offices, Asset Managers, Pension Funds, Sovereigns, Endowments, and Governments on wealth diversification and fund creation. On December 11th she will be hosting private, approval-only gathering in the heart of Wall Street designed to connect high-potential startups and scaling businesses with qualified investors, family offices, and strategic partners. 

Here's the link to join - https://lnkd.in/eF2Xk3qi

On this live she will tell us her incredible story, her vision and mission, and more about the event next week.
Looking forward!

Alexander Prokopenko, CFA, David Littauer and 1 other connection attending

Secure the Bag: Capital Variation with Lady Margareth Gonzalez 

It's the last Fed meeting of the year so this week will be all about how they view and analyze the limited data they have. Clearly, the labor market has become the top concern, even as inflation stays stubborn. What they do in terms of cutting or not is one piece; what'll set the tone going forward is what Powell and others say about it.

We also have key players in the AI boom reporting earnings - Oracle, Broadcom - and Costco Wholesale will provide important insights into the all powerful and (formerly?) free spending consumer.

What are you expecting from the Fed? From earnings? Anything else you're looking for?

Open article: What to Expect in Markets This Week: Fed Interest Rate Decision and Powell Remarks; Earnings From Oracle, Broadcom by investopedia.com

Federal Chair Jerome Powell at a news conference in Washington, D.C., March 2024

What to Expect in Markets This Week: Fed Interest Rate Decision and Powell Remarks; Earnings From Oracle, Broadcom

Asking for me, because I don't mind admitting I don't know something...how are we defining AI companies? Every startup talks about integrating, leveraging, and/or levetating on AI...so can someone please explain to me what's going on here?

And no, I will not be asking an AI tool Siya Mali thank you very much ;)

Thank you for your attention to this matter.

Netflix gets what it wants!! This is really incredibly huge news for content, media, entertainment, sports and an important moment for how, well. everything is distributed into the future. It brings so much under one giant umbrella that in any other time would probably it be really doable just based on market dominance and regulations. But things are different this time, it seems. 

The concern above and beyond the monopoly piece is just how much content feels like neverending AI slop. Competition is good, especially in an attention economy. Incentives drive outcomes; what incentives does a dela like this encourage and create?

Open article: Netflix to Buy Warner Bros. and HBO Max in $82.7 Billion Deal by variety.com

Netflix to Buy Warner Bros. and HBO Max in $82.7 Billion Deal

Entrepreneurs that have a clear, purposeful mission, an attitude that nothing will stop them, deep reserves of resilience, and a clear focus on the problem they're solving have an excellent recipe for building successful businesses.

Talking to Lady Margareth Johana Gonzalez Avila I got the real sense of that, especially here where she talks about how it was always predestined to start something. So much of what we do, how and why we do it is shaped by how we were brought up, what we experienced early in life. That has clearly lit a fire in her to create and build her platform into a community building machine. 

More and more people are taking the entrepreneurial route; nearly 4 in 10 professionals say they'll be working for themselves asap. There's certainly a shift happening, supported and forced by new technologies and priorities. 

Are you in that cohort? What's the fire burning inside you to make it work, why are you the one to fulfill that mission? How can this community support you and your work, to overcome your challenges?

Looking forward to hearing and sharing your stories and supporting however I can.

taplio

The Battle

Naomi Dreifuss 🤝

Ariel Serber

Followers

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taplio

The Battle

Naomi Dreifuss 🤝

Ariel Serber

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Ariel Serber's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreAriel Serber's LinkedIn Performance