As we excitedly anticipate the Excellence Awards 2024 event, we would like to take this opportunity to extend our sincere appreciation to our sponsors. Their generous support plays an essential role in making this celebration of excellence a reality. We are proud to partner with outstanding companies such as Arvest Bank, Emprise Bank and Prestige Painting Worldwide. Their contributions are integral to the success of this event, and we are deeply thankful for their commitment to recognizing and honoring exceptional achievements. #crewkansascity
CREW Kansas City’s Post
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We are thrilled to share insights from our Silver Club Winner Partner, Seema Kakade, as she talks about her rewarding experience with AR Digital Wealth. Her dedication and success inspire us all! Watch the full video to learn more about her journey and the support she received from our team. #ARDigitalWealth #SilverClub #PartnerSuccess #FinancialJourney #Inspiration #WealthManagement
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''Life is a matter of choices, and every choice you make, makes you..'' John C. Maxwell. The above quote is relevant when it comes to managing wealth, selecting the right wealth management company is paramount. Each choice we make in this regard significantly impacts our financial future, shaping our path towards prosperity or potential pitfalls. From International education fee planning to retirement planning, estate planning, and beyond, a wealth management company plays a pivotal role in helping individuals and families achieve their financial goals. I am proud to share, once again, the major achievement of Carrick Wealth in its mission of helping people preserve, protect, and grow their wealth. We are the best at what we do while doing what is best for our clients. #wealthmanagement #financialplanning #offshoreindustry #financialeducation
Carrick Wealth is proud to announce wins in five categories at the International Adviser Best Practice Adviser Awards 2023, marking a remarkable prelude to our upcoming 10th anniversary. As we approach our 10th anniversary in October, Carrick remains committed to delivering client-centric service, rooted in professionalism, client service, and a deep understanding of client needs. Here's to a decade of excellence and the pursuit of setting new benchmarks in the industry. Read the full press release here: https://ow.ly/znky50QtvwA #CarrickWealth #WealthManagement #AwardWinners #BestPractice #Excellence
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Managing Director, Head of Sustainable Investment Partnerships at New York Life Investments and Interim Chief Commercial Officer at IndexIQ
Multiple choice question: I was at the NYSE yesterday with Dan Petersen, CMT, CAIA and Douglas Yones ChFC®, CETF®, Jamie Patturelli, and Hannah Sisk to: a) Bust out of the office on a beautiful spring day b) Get travel tips from the NYSE team c) Watch Dan film video for an upcoming spotlight on $HFXI for #ExchangeETF d) All of the above #etf #etfs #thehomeofetfs
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We are thrilled to share insights from our Silver Club Winner Partner, Tanvi Goyal , as she talks about her rewarding experience with AR Digital Wealth. Her dedication and success inspire us all! Watch the full video to learn more about her journey and the support she received from our team. #ARDigitalWealth #SilverClub #PartnerSuccess #FinancialJourney #Inspiration #WealthManagement
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We are thrilled to share insights from our Silver Club Winner Partner, Balram Dubey , as he talks about his rewarding experience with AR Digital Wealth. His dedication and success inspire us all! Watch the full video to learn more about his journey and the support he received from our team. #ARDigitalWealth #SilverClub #PartnerSuccess #FinancialJourney #Inspiration #WealthManagement
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We are thrilled to share insights from our Silver Club Winner Partner, Sheela Alurkar , as she talks about her rewarding experience with AR Digital Wealth. Her dedication and success inspire us all! Watch the full video to learn more about her journey and the support she received from our team. #ARDigitalWealth #SilverClub #PartnerSuccess #FinancialJourney #Inspiration #WealthManagement
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Decisive, inclusive, and roll-up-your sleeves organizational leader who listens, drives change, and improves results
Association leaders, are you comfortable with your organization's data maturity model? How you are using AI? How much money you have in reserves? Join this panel discussion for insights and discussion on these topics and more.
Partner @ Wipfli | Nonprofit growth, development, and innovation | Let's drive results together!
Attention #Association professionals in the greater Chicagoland area! Join us in two weeks for a networking opportunity at the Wintrust Financial Corporation center in Rosemont, IL. Meet and connect with fellow professionals in the industry and stay up to date on the latest trends presented by Jeremy Van Ek, Pierre Désy, MPH, CAE and Carlos Cardenas, CAE. Don't miss out on the chance to expand your network and knowledge! https://lnkd.in/ggCTqvTJ
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Verdence Capital Advisors CEO Leo Kelly joined Varney & Co. to discuss the current market landscape, shedding light on the rising trend of meme stocks and the potential resurgence of the meme stock frenzy. Drawing parallels to the dot-com bubble of the late 90s, Leo emphasizes the importance of looking at valuations and IPOs amidst skyrocketing enthusiasm. Looking into Reddit's recent IPO and staggering $9 billion valuation despite profitability concerns, he warns investors against the fear of missing out from driving them into a bubbly territory. Watch Leo’s entire segment: https://hubs.la/Q02qrr7R0 #EconomicOutlook #InTheNews #FoxBusiness #MarketInsights #Investing #MemeStocks
Leo Kelly - Fox Business News | 03-22-2024 | Varney & Co.
https://www.youtube.com/
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Congratulations to Lewis J. Altfest, Ph.D., CFP®, CFA, CPA, PFS for being recognized on the Barron's 2024 list of Top 100 Independent Advisors! Since founding Altfest Personal Wealth Management in 1983, Lew has worked tirelessly to support clients with their #investmentmanagement and #financialplanning needs. His dedication to clients is deeply woven into the fabric of the firm and is evidenced by his 12th consecutive year receiving this recognition! https://lnkd.in/e8vDeGQP Barron's America's Top 100 Independent Wealth Advisors is based on AUM , revenue generated by advisors for their firm, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100- plus points of data provided by the advisors. There is no fee to participate.
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Decisive, inclusive, and roll-up-your sleeves organizational leader who listens, drives change, and improves results
Coming up in one week! Association leaders, are you comfortable with your organization's data maturity model? How you are using AI? How much money you have in reserves? Join this panel discussion for insights and discussion on these topics and more.
Partner @ Wipfli | Nonprofit growth, development, and innovation | Let's drive results together!
Attention #Association professionals in the greater Chicagoland area! Join us in two weeks for a networking opportunity at the Wintrust Financial Corporation center in Rosemont, IL. Meet and connect with fellow professionals in the industry and stay up to date on the latest trends presented by Jeremy Van Ek, Pierre Désy, MPH, CAE and Carlos Cardenas, CAE. Don't miss out on the chance to expand your network and knowledge! https://lnkd.in/ggCTqvTJ
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