Stifel Financial Corp.’s Post

Faith-based investing continues to grow and here is more proof! Inspire makes the top 500 Best Financial Advisory Firms list two years in a row based on AUM growth and recommendations from clients and peers! #faithbasedinvesting

Very inspiring to work with such a select group of professionals with a successful and unquestionable focus on impact investments.

Corporate America's golden goose is gone The age old dream of working till “retirement”, nest egg and Social Security Assuming the hours, restrictions and the do anything to support the stock price doesn’t end you Five years ago, I said enough This decision was not made lightly. It stemmed from a deep-seated belief in the → Power of personal connection  → Impact of thoughtful, strategic planning on people's lives. Here, in this nurturing environment, that my story took an amazing turn I embarked on a journey to team with business owners Not just in growing their wealth but in nurturing it for generations to come. The strategy was threefold: → Devising strategies to afford clients more time to enjoy their lives → Creating a roadmap to amplify their investments for lasting legacy → Reducing taxes to ensure more income remains in the hands of those who earned it But this narrative is more than just about strategic wealth management.   It's about leadership and the ripple effect of positive change. From growing the firm's assets from 80 million to nearly 500 million To earning accolades that resonate across the financial community, These accomplishments are milestones on a journey of transformative leadership. Yet, the most cherished achievement is in each relationship built with trust over time. Grateful for my team!

As we celebrate Independence Day, remember that true freedom lies in embracing a growth mindset and design thinking approach. By cultivating independence and self-reliance, we can unlock our full potential and create a brighter future for ourselves and others. At Primate Advisory, we empower individuals and organizations to take control of their own destiny and thrive in an ever-changing world. #IndependenceDay 🇮🇳 #DesignThinking #GrowthMindset #PrimateAdvisory ✨

🔍 **Investing in Your PE Career: Creating Networks, Building Personal Brands, and Harnessing Optionality** Unlock your path to a lucrative Private Equity career. In "Investing in Your PE Career," we explore how strategic networking, building personal brands, and leveraging PE conferences like BlackmoreConnects can lead to high-stakes opportunities and immense financial growth. 📈 Private Equity (PE) is a profession requiring strategic career investment, offering far greater financial rewards than traditional W2 roles. A CEO with a 10% equity stake in a $100 million company could earn $10 million upon exit, aligning their success with the PE firm's goals. 📖 Learn more about the article here: https://buff.ly/4gdrVYC 💼 Discover more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton here: https://buff.ly/3GyVOBY #PrivateEquity #Investment #ExecutiveRoles #BlackmorePartners #PEOpportunities

From hands-on involvement to proactive succession planning, private equity boards offer a unique approach to driving success. Discover the key differences between public and private-equity-owned company boards in this read from Harvard Business Review. https://ow.ly/YRMB30sAmon

What Boards of Public Companies Can Learn from Private Equity

From hands-on involvement to proactive succession planning, private equity boards offer a unique approach to driving success. Discover the key differences between public and private-equity-owned company boards in this read from Harvard Business Review. https://ow.ly/9YYt30sAjaL

🔍 Curious about the value of attending private equity conferences? Our new article breaks down 25 compelling reasons why executives should invest in their professional growth by attending these events. From networking with key industry players to acquiring strategic insights, the ROI is substantial. Read more here: https://buff.ly/3LZnxOV 💼 Learn more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton here: https://buff.ly/46DZD46 #PrivateEquity #CareerGrowth #ExecutiveRoles #BlackmorePartners #PECareers

From hands-on involvement to proactive succession planning, private equity boards offer a unique approach to driving success. Discover the key differences between public and private-equity-owned company boards in this read from Harvard Business Review. https://ow.ly/l2y230sAlkJ