Marc Butler

It's always fun to be part of a winning team! Congratulations to the entire SIGNiX Digital Signature & eNotary Technology Team on your WealthManagement.com Wealthies award! Pem Guerry Jay Jumper Ali McCarthy, Ph.D.

Maximizing the use of technology is a key enabler to driving better organic growth within advisory firms and is one of the 5 areas we have identified as part of the RIA Executive Engine framework. While many advisory firms have solutions in place, it is recommended that these solutions are reviewed from time to time to ensure they are still meeting the needs they were originally designed to meet. Click here to learn more about the RIA Executive Engine: https://lnkd.in/eQuxnsYy Matt Johnston Red Rock Strategic Partners Jessica Mobley Chris Homa #wealthmanagement #fintech #wealthtech #organicgrowth

👏 ➡ Congratulations to David, Tim, Beth, and the entire team at Informa and WealthManagement.com for another amazing #wealthies event a week and a half ago! It was a fun night, and it was great to see so many friends, clients, and partners. The team at Wealth Management GPT was honored to be a finalist in our first year submitting for the awards, and I am highly confident we will be back in future years. Lastly, congratulations to all of the winners who can enjoy bragging rights for the next year, especially to the team at SIGNiX Digital Signature & eNotary Technology! 🏆 😎 Jay Jumper Pem Guerry Ali McCarthy, Ph.D. Jesse DeMund Karl Matthews Anthony Sims Jr. Tina Powell Susan Theder Kelly Waltrich John O'Connell, MBA Sid Yenamandra Oleg Tishkevich Peter Franco #wealthmanagement Wealth Management GPT Marc Butler

💥 If you are one of the 93% of RIAs in the US that did not experience any organic growth in 2023, this is a great way to self-assess yourself. Yes, the assessment is free, and you are likely to get a phone call from someone to walk you through your results. ☎ Sean C. Keenan Adam Roosevelt Lori Hardwick Matt Johnston Chris Homa Jessica Mobley Rohit Mahna Mark Van Ostenbridge Bill Coppel Christina Townsend #ria #advisor #cfp #nobrainer

👏 I am excited to share the news about the launch of RIA Executive Engine in collaboration with my friends at Red Rock Strategic Partners! This has been in the works for some time, and we're thankful for all of the feedback we have received. RIA Executive Engine is a first-of-its-kind solution for growth-oriented RIAs to honestly assess their strengths and weaknesses in the areas that will move the needle for their business and work towards a plan to become better in those areas. Coming off a year in 2023 when 93% of RIAs didn’t have any organic growth, we are excited to work with firms to help them get to the next level. 🚀 Matt Johnston Chris Homa Jessica Mobley Mark Ovaska Lori Hardwick Julius Buchanan Adam Roosevelt Erin Furtado Bill Coppel Rob Dilbone Joel Bruckenstein Sid Ramakrishnan Sean C. Keenan Rohit Mahna Julie Harrington Sean Halayko Valarie Vest Javier R. William Capuzzi Matthew Schlueter Craig Cintron, CFP® #wealthmanagement #RIA #wealthtech #maturitymodel

Congratulations to the Wealth Management GPT Team! Marc R. Butler

Hiring the right people and developing them is still a winning solution for firms of all kinds—RIAs, BDs, small advisory firms, wealthtechs, etc. Despite the quickly changing landscape across all aspects of wealth management, it still comes back to having the right people, at the right time, to deliver and grow with you. Mark Tibergien was talking about this when he was with BNY Mellon | Pershing, and it is still the right message. Three things I talk to my consulting clients about are: 1. Are the people who brought you success in the last 2-3 years the same people who will deliver success for you in the next 2-3 years? 2. Are you investing in the right disciplines to develop people (think mentoring, job shadowing, development plans, leadership training, etc.) and are they being driven from the top? 3. What does your Employee Value Proposition (EVP) look like? While this has been around for a long time, I am surprised that many firms do not have one. Peter Murphy Michael Partnow Ali McCarthy, Ph.D. Chris Zuczek Jay Jumper Tony Petsis Alexander Petsis, CFP® ChSNC® Lori Hardwick Michelle Feinstein Bryan Fort Sophie Howell Matt Harb #puttingpeoplefirst #talent #wealthmanagement #wealthtech #rias

Thank you, Mitchell Bell!

Congratulations to the team at Anthony Petsis & Associates, Inc. on this awesome honor! #wealthmanagement #retirement #retirementplanning Osaic

My favorite leadership guide over the last 10 years has been Patrick Leddin, Ph.D., who is a best-selling author, professor at Vanderbilt University, co-founder of the Leddin Group, and host of the Leadership Lab podcast (top 1% globally). While I didn't know him personally, I followed everything he put out on LinkedIn, downloaded all the free leadership tools he made available, and bought some of the leadership tools he was selling. What I love about Patrick's work is that he makes leadership actionable, explainable, and fun! Late last year, I sent an application in to be part of a small group to get certified in the Leddin Group Certified Guide training program, based on his The Wall Street Journal best-selling book, The 5 Week Leadership Challenge. In February, I had the opportunity to spend a day and a half in Nashville with Patrick, his wife, Jamie, Kevin Daley (Co-founder and CEO of the Leddin Group), and five other people. The Leddin Group team are high-integrity people, and it was great to meet new people who were part of the cohort. Coming off the launch of my new book, Funding a New Business for Dummies (with Eric Butow), Patrick invited me to be on the Leadership Lab podcast, and the link to the podcast is below. I would encourage you to check out the other Leadership Lab podcast episodes as well (I love the recent episodes with Kristi Herold, Jim Huling, Katrina "Trina" Frierson, and the episodes he did at the end of last year and into this year on how leaders can close leadership gaps on their teams in 2024). Enjoy! Ali McCarthy, Ph.D. Michael Partnow Larry Roth CPA, JD Lori Hardwick Derek J. Bruton Teresa Leno Kathy Butler Eli Butler Sheryl Hickerson Sheryl O'Connor Peter Murphy Matt Johnston Jon Feinstein Michelle Feinstein Kevin Leahy Matt Harb Jesse DeMund Tony Petsis Alexander Petsis, CFP® ChSNC® Derek N.H. Notman, CFP® Marc Butler Wealth Management GPT Alanna Minor Mike Hackney Curtis Harding #leadership #putputtingpeoplefirst #leaders