Kayne Anderson Rudnick’s Post

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

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

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/4cJza81

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/4bqCHHd

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/3xF4plT

Whether your goal is to drive revenue across your top 50 global clients or to launch a new service offering, we’ll enable you to do it in a way that resonates with your clients. Our training and cultural change programs are proven to help agencies transition from known experts in one vertical to trusted advisors across the full product mix and, in turn, deliver: 📈 Organic Growth 🤝 Better Client Retention 💷 Revenue Diversification Hear from our clients: R/GA, Mindshare & Captify® about the business and learning impact True & North training has made in their organisation. What are your training needs in 2024? #training #growth #impact

Exciting News! Thrilled to announce that financial services legend ex Primis head honcho Rich Coulson will be joining us for a special group coaching session next month at New Age Advisor! Our bi-monthly group coaching sessions provide a platform for FS professionals to come together, share insights, and delve into key topics like lead generation, business expansion, and personal mindset and performance. While these sessions are typically exclusive to our paid members, I'm considering opening this one to anyone in FS who feels they would get value from the session. Rich brings unparalleled expertise in building and scaling financial services businesses, making him a standout figure in the UK industry. I'll be asking him a few questions and having a chat about the current market then we'll open it up for people to ask questions. If you're keen on attending this virtual event and tapping into Rich's wealth of experience, drop your email in the comments below and if there's enough interest ill make sure you get the event details 🚀 #FinancialServices #CoachingSession #ExpertInsights #NewAgeAdvisorfs #BusinessGrowth #LeadGeneration

It’s always inspiring to learn from industry leaders, especially when it comes to helping advisors grow their practice. Yesterday, our wealth professionals had the privilege of hearing from Dynamic’s David Portal. From those just starting their career to those with more experience, David shared valuable insights on practice management and client acquisition. As someone who’s passionate about helping advisors succeed, David’s presentation fueled my fire. I walked away with several ideas to share with others. Remember, if you walk away with just one idea, it was time well spent! #wealthmanagement #financialadvisors #professionaldevelopment #calgary #scotiawealth #daveportal

Whether your goal is to drive revenue across your top 50 global clients or to launch a new service offering, we’ll enable you to do it in a way that resonates with your clients. Our training and cultural change programs are proven to help agencies transition from known experts in one vertical to trusted advisors across the full product mix and, in turn, deliver: 📈 Organic Growth 🤝 Better Client Retention 💷 Revenue Diversification Hear from our clients: R/GA, Mindshare & Captify® about the business and learning impact True & North training has made in their organisation. What are your training needs for the end of 2024? #training #growth #impact

Thrilled to share that I was selected #1 as part of AdvisorHub’s ‘100 Advisors to Watch’ list. This nationwide recognition measures scope of practice expertise, growth of practice production, leading professionalism, valued client standards and community service. I am thankful to my Valued Clients for allowing me to do what I love. https://lnkd.in/geX3xdc7 2024 AdvisorHub 100 Solo Practice Advisors to Watch The 2024 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.