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Pat Crawley

Patrick is a financial expert with deep knowledge in trading, technical analysis, and market structure. His analytical skills and ability to simplify complex topics have made him a trusted advisor for firms looking to navigate the financial markets effectively. Recognized for his insightful reports and strategic market analysis, Patrick has earned high praise from industry professionals. He is also the host of a widely-followed podcast, where he delves into market trends, options trading, and value investing, providing actionable insights for investors and professionals alike.

Pat Crawley’s posts

Nonprofit and For-Profit Boards — a Comparison

Our firm regularly gets calls, asking about the differences between for-profit and nonprofit Boards. Although…

Business Laws & Ethics

Satisfied Customers – Do You Know if Yours Are?

In our world of customer service, it is our mission to keep customers. “It is…

Customer Relationship Management

Constructing An Effective Grant Proposal: Part One

Building an Effective Grant Proposal: Part One So, you’ve completed your research and are ready…

Financing & Loans

Coaching Your Top Performers

A guest post by Terrence Seamon I recently watched a documentary on TV about the…

Leadership Skills

Empowered Employees for an Unequivocal Customer Experience

Whether you are part of a small or a large organization, you have the same…

Customer Relationship Management

Board Leadership, Bold and Brave

This is a guest post from Steven R Roberts Non-Profit Boards, charities, foundations must fight…

Business Laws & Ethics

Outstanding Customer Service – A Call Out to Leadership

Outstanding Customer Service – A Call Out to Leadership Think about it. How hard can…

Customer Relationship Management

GRANT SEEKING BY THE BOOK (PART 2 OF 2)

The grant making process is highly subjective. The vast majority of private foundations are family…

Financing & Loans

Are You Doing Strategic Planning? Probably

How One Typical Facilitator (Mistakenly) Concluded the Client Wasn’t Doing Strategic Planning I got a…

Business Planning

How “Disconnected Conversations” Can Kill Consulting and Collaboration

Here’s an Example of a Disconnected Conversation A couple of weeks ago, a friend of…

Consulting & Freelancing

Meatloaf or Tartare?

I recently encountered an organization that’s on the cusp of a big change … a…

Organization Development

Different Domains of Leadership and Skills Needed in Each

We often generalize leadership and skills to be the same traits needed all the time…

Leadership Skills

How to Improve a Board: Understanding a Board’s System

Understanding a Board’s System: Key of Improving Recent Breakthrough in Development: Systems Thinking One of…

Business Laws & Ethics

The Organic Model of Strategic Planning

What Is an Organic Approach? Organization and management sciences today are placing a great deal…

Business Planning

Here’s Some First Steps to Start “Fixing” a Broken Board

When Boards have recurring problems, such as poor attendance, low participation, high turnover of members,…

Business Laws & Ethics

Customer Service Strategies – Live Chat

Outstanding customer service strategies is making your customers feel like you understand their needs and…

Customer Relationship Management