Practice Management Expert, President of Advisor Practice Management, Author, Speaker, Coach for Elite Financial Professionals. Are you looking to grow your practice in 2024?
Join me at the #WPAwardsCA #financialmanagement #wealthmanagement #financialadviser #financialadvisory #practicemanagement
Big things are in the works for CAIS Live! We’ve been hard at work on something new that will launch next year—featuring conversations with esteemed industry leaders shaping the future of alts in wealth management. This initiative is all about delivering value to the advisor community in a fresh, engaging way. We can’t wait to share more soon—stay tuned. #CAISSummit #financialadvisors #alternatives
Plante Moran Financial Advisors celebrates their No. 3 ranking on Accounting Today’s 2024 list of Top Firms by AUM. Their devoted staff and loyal clients made this recognition possible. Read more about Plante Moran Wealth Management’s achievement. #Top150 #AccountingToday https://okt.to/LXVUJI
CA CMA CS IFRS Faculty IIM/RBI/SBI/advisor IFRS/Valuation/Strategy/Startup~Ind-Director~Alumna Reliance Mukesh Ambani, worked in USA London President Asso of Valuation Prof, Limca record mentoring finance prof as passion
🎉 Success Story Alert! 🚀 We’re thrilled to share the amazing experience of Poorna Raghavan, who completed our IFRS course and saw fantastic results! 🌟 Hear directly from her about how our comprehensive training program has empowered her career and enhanced her professional skills. 🎥 Watch her story now! 📢Reach out for queries! 🤝👇 📞 +91 9167146714 📧 support@rammohanbhave.com Check out the website: www.mentoringfianance.com hashtag #CustomerSuccess #IFRSCourse #ProfessionalDevelopment #FinanceTraining #SuccessStory
Forvis Mazars in the UK has been named one of VouchedFor's top rated firms for the fourth consecutive year 🏆 Find out why here ➡ https://lnkd.in/eeMMnN5P #WeAreForvisMazars #FinancialAdvisory #VouchedFor
Forvis Mazars has been named one of VouchedFor’s top rated firms for the fourth consecutive year 🏆 Seeing so many of our advisers featured within the Top Rated Financial Advisers section is a real testament to all their hard work 🤝 Find out more ➡ https://lnkd.in/gQ_FWnsh #Awards #WeAreForvisMazars #FinancialAdvisory
At FYG Advisory, we believe that "What gets measured, gets done." That's why every new team member receives a six-month plan with clear, monthly milestones. This structured approach ensures everyone knows what’s expected and feels supported through dedicated training. We don’t rely on vague terms like "based on your performance." Instead, we set tangible goals so everyone can track their progress and know exactly what success looks like. This method isn’t just for our team members—it's how we operate too. It’s a practice rooted in our Chartered Accountancy days, where planning and execution were key to our confidence and success. #GoalSetting #FYGAdvisory #MeasurableGoals
Exciting news! Plus Accounting, Chartered Accountants is now a certified B Corp 🌍 Read more on this milestone and find our directory listing below 👇
🌟 Big News: Plus Accounting is Now a Certified B Corporation! 🌍 We’re thrilled to announce that Plus Accounting has officially joined the global #BCorp community! This certification is a testament to our commitment to using business as a force for good. As a B Corp, we’re dedicated to the highest standards of social and environmental performance, accountability, and transparency. It’s not just about what we do, but how we do it—ensuring that our work benefits our clients, community, and the planet. Thank you to our amazing team, clients, and partners for helping us reach this milestone. We’re excited to continue this journey together, driving positive impact and sustainable growth. 🔗 https://lnkd.in/eXrdc9hU #BCorpCertified #PurposeDriven #Sustainability #AccountingForGood
Insight Wealth are proud to have won Best UK Adviser Firm (established under 3 years) At Insight Wealth, we’re committed to providing our clients with superb service and the highest-quality advice. Recently, this commitment to excellence was recognised when International Adviser named us Best UK Adviser Firm (established under three years) in the 2024 Best Practice Adviser Awards. The awards are designed to recognise, showcase, and celebrate top-class advisers’ achievements in embedding best practices within every aspect of their business. The application process was rigorous, requiring us to provide insights into, and evidence of, our achievements, investments, business practices, future plans, and much more. The panel of expert judges recognised our forward-thinking approach to advice. They commented: “Every success to this new business. It should find its niche by bringing some fresh thinking to the market.” These comments accurately reflect how we at Insight Wealth approach our work. Our co-director, Marc Dicks-Jones, said: “Recognition in these prestigious awards is a testament to the high levels of service we provide across the business. We always set out to be thinking differently. We're not the stereotypical type of adviser.” Awards recognition comes after being named a Top Rated firm This is not the first time Insight Wealth has been recognised for our high standards of advice. Last year the respected financial review site VouchedFor named us as Northamptonshire's only Top Rated firm. While this was based on the incredible reviews and feedback our clients gave us, this latest accolade is the first time a panel of industry professionals have recognised our work. Our co-director Jason McConkey said: “This award shows that we’re continuing to build our reputation as one of the best financial adviser firms in the county, and it strengthens our professional connections. “On a personal level, it’s a huge pat on the back. As a relatively new business – we will have only been trading for three years in April – it makes us really proud to receive the recognition that we’re doing the right things, showing the right behaviours, attracting the right clients, and running a successful business.” Get in touch To find out how our award-winning advice can help you to build the future you want, get in touch by email at hello@insightwealth.co.uk or call us on 01604 316101. #InsightWealthFinancialAvisers #InternationalAdviser #BestUkFinancialAdviserunder3years
I help business owners simplify selling | Commercial & Sales Director (part-time), sales mentor & trainer | B Corp co-Founder | Amazon #1 bestselling author | Enterprise Nation Top 50 advisor | Emergenetics® practitioner
One of the problems with sustainable business is where to start, isn’t it? 🤔 If only someone could show you some simple steps to follow… The Good Business Charter was founded by Julian Richer of Richer Sounds with exactly this goal. Tick 10 boxes and you’re in. Members are as diverse as City of York Council, Aviva and Deloitte. This week GBC celebrates Good Business Week and today is a subject close to our hearts. It’s Prompt Payment Tuesday 🎺 It’s not just my accountant friends who think cashflow is king. Every small business owner knows the pain of chasing a big corporation to cough up what’s owed within 30, 60 or “when we’re ready” days. It can be really painful 😣 That’s why this year we’ve paid every one of our supplier invoices within 7 days. And it didn’t hurt 😁 Does late payment get your goat? You can sign up for the Prompt Payment Code here: https://lnkd.in/eH8mEhK2 Or check out GBC membership here https://lnkd.in/exFxAzaY #sustainablebusiness #goodbusinessmatters #promptpayment #businesscashflow
We are honoured to present Mr. Dewan Nasir, our Senior Officer of Finance and Accounts, who has been awarded the Special Recognition Award for 2023-2024! Since joining It's Humanity Foundation in 2022, Dewan has made a tremendous impact through his dedication and expertise in financial management. • • #SpecialRecognitionAward #EmployeeRecognition #itshumanityfoundation *Read more about our latest blog post!
