Affiliated Advisors

What are partner advisors saying about our Retreat? ↓ 1. "The education in this particular retreat is phenomenal. ...They include a lot of big players in the agenda." - Geeta K. Brana, Geeta Brana Wealth Founder 2. "Affiliated helped us from a marketing perspective and operations perspective, and really makes our lives easier." - Matthew Blecker, CFP, CFA, M.B.A., Eastern Planning, Inc. President 3. "It's great to meet some of the other producers and to talk about what they're doing in their practices." - Kenneth E. DiMicco CSEP, Suffolk Group Managing Director 4. "I can take this back to the office and say 'Hey, let's refocus and try something different.'" - Rose Galeano-Phillips, CFP®, BFA™, Transitions Wealth Management Founder 5. "The agenda is really jam-packed with very useful information. We get to learn about product platforms and investments that we might not otherwise be familiar with." - David Biebelberg, Freedom Capital Management Senior Vice President. Take a look to see this education and connection in action! ↓

A delightful gathering of minds and palates! Managing Partners Trisha Qualy and Tom Rippberger, along with Barb Rippberger, enjoyed a wonderful dinner with financial advisors Michael Montag and Paula Montag from Montag Wealth Management. We're grateful for the shared time and the memorable evening.

Sometimes a building is more than a building. Sometimes it serves as a reminder of past experiences and future aspirations - marking significant thresholds in your own journey. Last week, Founder and President Rita Robbins and partner advisor Geeta K. Brana walked through the iconic doors of the New York Stock Exchange. As they did, they were reminded of three things: the thrill of their industry, the significant progress women have made in finance, and the journeys that their own careers have taken.

We recently hosted an insightful webinar with Reed Lloyd, CRC®, CRPS®, diving deep into retirement strategies under the SECURE Act. The SECURE Act, enacted in 2019, aims to enhance retirement savings by expanding tax-advantaged accounts, facilitating small business 401(k) plans, and broadening investment options. Its 2022 successor, SECURE 2.0, further improves retirement flexibility by raising the required minimum distribution age, reducing penalties for missed distributions, and easing certain early withdrawal restrictions. This legislation offers new opportunities to better serve clients and navigate the evolving retirement landscape. As with any evolution in legislation and policy, there is a lot to learn and adapt to in our practices. A huge thank you to Reed and Pacific Life Re for continuing to deliver outstanding content! As a valued 2024 retreat partner, they've once again proved their expertise. This webinar was a fantastic follow-up to the knowledge shared at our Tarrytown retreat. To our advisor community: How are you implementing these SECURE Act insights in your practice? Share below! 👇 #FinancialAdvisors #SECUREAct #RetirementPlanning #ContinuingEducation

The number of Certified Financial Planners at a firm is only just one key indicator of success for independent brokerages. Financial Planning Magazine's latest article, "IBD Elite 2024: The 10 firms with the most CFPs," shines a light on this trend. Our President Rita Robbins offers valuable insight in the article, and the many advisors who do not want to be at very large organizations. She notes, "We really understand what those [operations] friction points are, and it extends into everything. We want to relieve the burdens that suck up the time and reduce efficiency and growth for our advisors." This shift is changing how firms compete and what it means to be an independent financial advisor. Read the full article here: https://lnkd.in/gAGanpUp

To those observing Yom Kippur, we wish you a meaningful fast and time of reflection. May this Day of Atonement bring peace and renewal. G'mar Chatima Tova.

Our recent gathering for the Minnesota Twins game really hit it out of the park! ⚾️💥 Big thanks to our all-star partners from IFC National Marketing Aaron Neidorf and Jennifer L. Wick, for hosting us. And a round of applause to everyone who joined us for a beautiful night at the ballpark. Go Twins! 🎉

Tom Rippberger, our Managing Partner, was featured in Financial Planning Magazine. The article "The 10 brokerages that added the most reps in the past 10 years," covers the changing meaning of “independence” in financial advising. Tom gives his insight on how advisors can stay prepared Tom's main points: - Conduct thorough research before making a career move - Talk to experienced professionals  who have made similar moves - Finding the right fit matters more than the type of firm Read the full article in Financial Planning to learn more about independence in advising and Tom's insights. https://lnkd.in/gv63q2Y8 #FinancialAdvisors #CareerGrowth #IndustryInsights #AffiliatedAdvisors

Catch the latest insights from President Rita Robbins in Financial Planning Magazine's article, "IBD Elite 2024: The Myth of Big Versus Small." In the piece, Rita explains why being the largest isn't always the best option and how there's room in the industry for firms of all sizes. Learn how small firms are making big waves: https://lnkd.in/g5xdjn4N

Happy Rosh Hashanah! 🍎🍯 We wish you and your loved ones a season of renewal and joy. May your new year bring health, happiness, and meaningful moments with family and friends. Wishing everyone celebrating a sweet and peaceful Rosh Hashanah. 🕯️  #RoshHashanah #LShanaTova #NewBeginnings