Thank you to the Dakota Wealth Management team for including the Emigrant Partners team in such a special employee event last week. We are thrilled to be true partners with such a vibrant, innovative firm. Special thanks to Peter Raimondi, Bryan K., and Leslie Arsenault Metz for creating such an incredible experience and for hosting Jennifer Souza, Jason Ehrlich, Mark Bruno and Ryan Carr.
Emigrant Partners’ Post
More Relevant Posts
-
Happy St. Patrick's Day from Gladstone Wealth Partners! As we don our green attire and celebrate the luck of the Irish today, we're reminded that success in the world of financial advising isn't just about luck—it's about making strategic choices, especially when it comes to your career path. Many advisors dream of finding their pot of gold at the end of the rainbow, and for a growing number, that treasure is the autonomy, freedom, and fulfilling client relationships that come with breaking away and going independent. Choosing independence isn't leaving your career to chance; it's taking control, embracing opportunity, and crafting a future where you're the architect of your own destiny. At Gladstone Wealth Partners, we believe in empowering advisors to navigate this journey with the support, technology, and resources needed to thrive. So, this St. Patrick's Day, let's raise a glass, not just to good fortune, but to the bold decisions and hard work that propel us toward our goals. Here's to the advisors who've taken the leap towards independence and those contemplating their next move. May your path be bright and your rewards plentiful. To learn more about Gladstone Wealth Partners and how we champion advisors on their journey to independence, visit our website at the following link: www.whywouldyoustay.com. #StPatricksDay #FinancialAdvisors #Independence
To view or add a comment, sign in
-
Management Development Specialist, developing partner pipelines through compassionate coaching and laser-focussed training. In Person | Video | Phone | 07788 754878
🌟 Highlighting Elsby & Co’s Values! 🌟 👉At Elsby Chartered Accountants, we’ve dedicated time to define, embrace, and live by our core values. This is something we are so proud of. ⏱️It wasn’t a quick task – we thoroughly explored what makes us tick, aligning our values with the essence of our team and they run through everything we do (or don't do!).💡 👇Here’s what we stand for: 💼Commerciality: Making smart decisions that drive success for us and our clients. 🪴Investing in Growth: Fostering development for our team and clients. 🤝Building Relationships: Creating lasting connections with trust. 🔍Working With Integrity: Staying true to our ethical compass. 💖Caring About Your Experience: Ensuring every interaction is exceptional. 🧩Integrating these values into every aspect of our operations – from social media to recruitment, from monthly 1-1s to appraisals – has been transformative. 👌We don’t just talk the talk; we walk the walk.🗣️🚶 💯Our commitment to these principles helps us highlight our culture. We’re proud of it, and it’s the reason we love working here. Connect with any of these people and they will tell you about it, whether you want to hear it or not! 🥰 #ElsbyValues #CompanyCulture #TeamSpirit #IntegrityInAction #GrowthMindset #RelationshipBuilding #CustomerExperience #ProudToBeElsby #accountants Claire Emery Leona Bateman Katy Hurren Carina Benzie ACCA Libby Shambrook ACA Matt Bysouth-Minney ACCA MAAT James Fairweather FCCA Katie Simms Lynda Dorks Debbie Bridle Susan Halsall Niamh Standen Dominic Graham Evan Fennell Alice Belcher Lydia Wright Emily Ames Clare Elsby
To view or add a comment, sign in
-
For this month's #MeetTheTeamMonday, we are featuring Gray Rudd, CFP®, Director of Wealth Management. We asked Gray a few "Get To Know Me" questions... check out his answers below! Q: What is your most fond memory of working with Pure Wealth Strategies? A: Watching the team grow. It’s energizing to bring new people on board, see them become excited about their role on this team, and watching them grow personally and professionally. Babies are born, people get married, kids graduate... it’s cool to grow with people you spend 40-hours/week with. Q: What are you most excited about in your life right now? A: I’m pumped to keep getting to know my kids’ personalities. It’s super fun how different every six months can be, and I love seeing their unique personalities develop. Q: Where do you most want to visit in the world? A: I wish there was just one place, that would almost be easier. My answer changes like a mood-swing, but today, Scotland. I’d love to visit whiskey distilleries and play golf while looking down a cliff lined fairway along the ocean (my ball will be in the rough, of course). Thanks for sharing, Gray! Get to know all of our team members a little more by visiting our website: http://spr.ly/6040gS5bw
To view or add a comment, sign in
-
🎄From all of us at Crown Capital to all of you, Merry Christmas and Happy Holidays. 🌟May your holidays be filled with joy, laughter, and cherished moments. 🎉As we reflect on the past year, we are excited about the progress we've made together and the positive impact our investments have had on our community. Looking ahead to the New Year, we are enthusiastic about the opportunities that lie ahead. Without giving too much away, we have been working hard behind the scenes and are gearing up for some exciting developments🚀. Stay tuned for upcoming exciting announcements. 🔔 #multifamilyinvesting #financialfreedom #merrychristmas
To view or add a comment, sign in
-
Kindness, inclusivity, and diversity are essential to the success of Kaufman Rossin. In this video our team members share their unique experiences and the sense of belonging they've found within our company. Our people-first approach allows employees to excel in their careers without losing sight of who they are as individuals. Watch here to learn more: https://okt.to/jmGYxz
To view or add a comment, sign in
-
More exciting news on Two Circles growth journey!
We are thrilled to be named on The Sunday Times 💯 list of the UK’s fastest-growing private companies for a 3️⃣rd successive year, one of only four companies to achieve the accolade three years in a row🎉. This achievement would not have been possible without the dedication of all Two Circlers and the unwavering support of our clients. Thank you for embarking on this journey with us, and here’s to building a better future for the sports industry🤝. https://lnkd.in/e33RYGus
To view or add a comment, sign in
-
Professional development. Career growth. A culture of collaboration. A few of the reasons Laura finds satisfaction as a financial advisor at Thrivent. See what this career can do for you: https://lnkd.in/gxAG9gH7
To view or add a comment, sign in
-
Professional development. Career growth. A culture of collaboration. A few of the reasons Laura finds satisfaction as a financial advisor at Thrivent. See what this career can do for you: https://lnkd.in/gFyURqW6
To view or add a comment, sign in
-
Professional development. Career growth. A culture of collaboration. A few of the reasons Laura finds satisfaction as a financial advisor at Thrivent. See what this career can do for you: https://lnkd.in/gHJuYrPe
To view or add a comment, sign in
-
My first animation project is live! Great to have explored animation and developed some new skills in the process. 😄 #illustration #animation #adobeaftereffects
Today marks our 25th anniversary! Over the last quarter of a century, we have supported our clients through landmark deals, nationally significant events, recessions, political shifts, the exit from the European Union, a pandemic, and multiple new opportunities and challenges for our industry. Here is a timeline of our history, and a glimpse of what we have achieved together with our clients, our lawyers, our commercial team and all who have supported us along the way. #davittjonesbould #commercialproperty #realestate #25thanniversary
To view or add a comment, sign in
2,063 followers
Founder & Principal at Turkey Hill Management, LLC
4moAll of my favorite people in one room!!!