Crissi Cole

Last month, Rachel (Ballatori) Bellman, the Founder and CEO of Mill + Co., had the opportunity to be a guest speaker and sponsor at the Portfolio Summits Massachusetts RIA Summit. With great amount of experience working with wealth management firms, she shared her knowledge on how to help create clarity and make your brand stand out from competitors. Rachel discusses the importance of creating a blueprint strategy and finding your why as a company. As important as it is to know what your company is and how it works, understanding the why behind your work is what appeals to potential clients. Discover how cutting through chaos to find clarity can give your business an edge over competitors. #riasummit #wealthmanagementfirm #marketingtips #speakingevent

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Erich Holland discusses how technology and specialization can help advisors keep pace with the evolution of the wealth management industry on the latest episode of WealthTech on Deck. Listen now: https://lnkd.in/epN8Wc9B #BuildingBraveFutures

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🌟 Financial Tech Times recently had an insightful conversation with Fund Manager Kelly Ann Winget, CEO of Alternative Wealth Partners, LLC on navigating the emotional side of financial decision-making in personal wealth management. Kelly shared, “I manage the emotional roller-coaster of financial decisions by sticking to the plan and keeping my eyes on the prize—long-term goals. Maintain discipline, cutting through the noise of market ups and downs. I am passionate about wealth management, and it is a part of everything I do. For me, it isn’t an emotional experience; it is a calling or purpose that drives every decision I make in every part of my life.” 💡 TAKEAWAY: Stay focused. Stay disciplined. Keep your eyes on your goals. #wealthmanagement #financialdecisions #wealthjourney #investing101 #longtermgoals #financialgoals #fundmanager #alternativeinvesting // Laura Henson // April Wedding

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Meet Kathleen Keefe, A US SIF Impact Investing Influencer and Local Initiatives Support Corporation (LISC)'s Investor Relations and Portfolio Reporting Lead. Dive into her passion for community investing and green financing, and learn how LISC is harnessing the Power Forward Communities' greenhouse gas reduction fund to integrate climate equity with impactful community development. https://lnkd.in/e5RHm_9A #Equities #ImpactInvesting #CommunityInvesting #GreenFinancing #ClimateEquity #SustainableInvesting #SocialImpact #GreenFunding #Investing #Investors #CDFI #InvestingInfluencer #ImpactInvestingInfluencer #Influencer

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Organic growth seems to be the hot topic of the moment, so let’s embrace it with proven ways to achieve it! Stephanie Bogan, Founder, Chief Possibility Officer, Limitless Adviser Coaching will be taking to stage at RIA Edge West for a visionary address to share some actionable ideas on how top performing firms are scaling their growth strategies. Join this section to also hear Stephanie’s insights on building out modern marketing funnels and cultivating marketing machines that consistently and practicably drive growth! Find out more: http://spr.ly/60479f1KS #RIAEdgeWest #organicgrowth

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Considering a minority investment into your RIA to accelerate growth or access tied-up enterprise value liquidity? The trend of minority investments in RIAs is expected to rise considerably, with more investment partners entering the market every quarter. According to Fidelity, 17 minority transactions were recorded in the first half of 2024. But is it the right move for your firm? Swipe through our slide carousel below to discover 10 essential considerations for evaluating a minority investment and selecting the right partner. #RIAMinorityInvestments #BusinessPartners #BusinessGrowth #AccessLiquidity #BusinessPlanning #InvestmentStrategy #BusinessDevelopment #RIAGrowth

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