Jordan Niefeld, CPA, CFP®’s Post

We are proud to announce that Dave has been named one of AdvisorHub’s 2024 Top 100 Solo Advisors to Watch List! He is ranked #26 overall. The 2nd consecutive year he has received this recognition! AdvisorHub received nominations for their awards from over 339 firms. Advisors are ranked on: 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism, which includes regulatory record, community service, and team diversity. Advisors are invited to New York in October for their annual Advisors to Watch event. We look forward to continuing to elevate our practice to new heights for our clients! Congrats, Dave! Check out the link here: Advisors to Watch: Solo Advisors (https://lnkd.in/ercsjXsD) The 2024 AdvisorHub “Advisors to Watch” award was announced in June 2024. Data as of 12/31/2022 and 12/31/2023 was provided and considered for this award. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

#advocis #torontochapter #professionaldevelopment #holisticadvice A must attend event for financial advisors and planners. Take your practice to the next level! Kusum Sen - PD Chair - Advocis Board Toronto Chapter kusumsen.com

I am honored to announce that I have been recognized as one of the 2024 Forbes Best-In-State Wealth Advisors. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here--> https://bit.ly/3W3hWNy

Excited to share we have been selected by AdvisorHub magazine as one of the 2024 AdvisorHub Advisors to Watch 250 Advisors under $1Bil. Only 250 advisors in the country made this list, and I am proud of the work our team has done for our clients and honored for this recognition. 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch. Advisors to Watch: Under $1B 2024 - AdvisorHub

CG Moneta Consulting Celebrates 5 Years of Growth and Innovation Today marks a significant milestone for CG Moneta Consulting as we celebrate our 5th anniversary. Since our formation on May 29, 2019, we have navigated an incredible journey filled with challenges and triumphs, evolving into a formidable presence in the B2B cost reduction industry. Our story began with a simple yet ambitious mission: to help businesses optimize their costs and improve their financial health. Little did we know that we would soon face unprecedented global events that would test our resilience and adaptability. From the onset of the COVID-19 pandemic, which necessitated a rapid shift to remote working environments, to grappling with the effects of hyper-inflation, we have weathered numerous storms and emerged stronger each time. Through these years, our commitment to excellence has remained unwavering. We have expanded our footprint to all 50 states, engaging with some of the brightest executives and business owners across various industries. Our growth is reflected in our thriving network of over 126 partners, each contributing to our collective success and enriching our professional journey. One of the most rewarding aspects of our growth has been the relationships we've built along the way. We've had the privilege of forging lasting friendships with clients and partners alike, making our work not just a professional endeavor but a deeply personal one. As we look to the future, our excitement and optimism are boundless. The next five years hold immense potential, and we are more committed than ever to driving innovation, delivering exceptional value, and making a positive impact on the businesses we serve. Thank you to everyone who has been part of our journey. Here’s to the next chapter of CG Moneta Consulting—may it be filled with continued growth, success, and meaningful connections. #healthcare #medical #hospitals

Grow a thriving and resilient practice today with our experts in practice management. Overcome obstacles and identify the gaps between your current state and where your practice could be. Our experts can help to improve business performance, no matter how big or small your practice may be. Speak with one of our practice success consultants today to find out how we can help to set your practice up for success, https://lnkd.in/gjCwYV2f #APS #AvantPracticeSolutions #PracticeEfficiency #success #practicemanagement #doctor

Metrics that matter: it's not what you think! Are you tracking the right numbers in your practice? Matthew Jarvis, CFP®, exposes the metrics maze and reveals the ultimate game-changer. https://zurl.co/L7jN #PracticeMetrics #AdvisorInsights #FinancialAdvisors

Most people in wealth management have heard a lot about the growth of RIAs in recent years. The challenges that come with the rise of RIAs may get lost in the conversation sometimes. Here's a look at the most recent information on the size of the RIA channel by Cerulli Associates with insights from Cameo Roberson of Atlas Park Consulting and Finance, Scott P. Gill, MBA, IACCP® of Synergy RIA Compliance Solutions, Stephen Caruso and Simon Hoyle of RIA Choice about the issues that the expansion poses in the form of competitive threats and practice management questions. #rias #practicemanagement #financialadvisors https://lnkd.in/dyG95Jdc

As I think about the new RIA firm owners I'm working with right now, the practice management and operations challenges is part of the reason why this work is so important. You don't know, what you don't know. We often talk about the benefits of RIA ownership, but what about the challenges, especially as a solo? Tobias Salinger shares a thoughtful piece with facts/figures of the RIA channel from Cerulli Associates with insights from industry colleagues of the realities around: Practice Management Compliance Operations The race to independence will continue and RIAs who understand how the above necessary pieces work together, stand a better change to face the challenges with a understanding and game plan that works. #financialadvisers #compliance #practicemanagement #businessoperations #rias