Advisors Excel’s Post

😃⁉️ Are you attending Wealth Management EDGE conference May 13-16? If YES YAY‼️ If not, here’s what you are missing 🤯: 💥Join 2,000+ industry leaders 💥including 1,000+ advisors from the country's largest RIAs 💥literally a networking Mecca‼️ 💥So many amazing presentations by the best in the business I have placed a link to the agenda in the comments section. You Do Not Want to Miss This💯🎯 Many conferences boast that there is some thing for everyone, but at #WMEDGE it is real‼️ 🌟Friends and peers I can’t wait to see (way too many to list here, but just to give you a taste): 😎 Shannon Rosic Mark Tibergien Lisa Crafford Michael Kitces Matt Ackermann, Chief Content Officer David Armstrong Toussaint Bailey Mark Bruno Diana Cabrices Cary Carbonaro, CFP®MBA Marguerita (Rita) Cheng, CFP® Matt Halloran Kate Healy Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Samantha Russell Dana L. Wilson, MBA #fintech #finance #WealthManagement #RIA

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Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

Great to host a very insightful M&A Roundtable with senior executives from a diverse array of northern-based agencies yesterday - in partnership with Prolific North. The discussion was rich and engaging, covering key aspects shaping the M&A landscape such as: 🔹 Appetite and Sentiment for M&A in the North 🔹 Access to Funding/Advisors 🔹 Deal Dynamics and Learnings from Recent Transactions 🔹 Key Drivers of Value and Capabilities of Interest 🔹 12-Month Outlook A big thank you to all participants below for their contributions, Nick Jaspan for your support in delivery of the event and Ben Taylor (Head of Northern Media at KPMG) for leading the discussions. The future looks bright for agencies in the North! 🌟 Brian W. and Fourth Wall Creative Stephen Robinson and Outrank Amul Batra and Northcoders Group PLC Garry Partington and Apadmi Sarat Pediredla 🦔 and hedgehog lab Fergus Bailie and Bailie Group Michael Sprot and idhl Sam Lenehan and Komi #MergersAndAcquisitions #BusinessGrowth #RoundtableDiscussion #FutureTrends #NorthernAgencies #Funding #DealDynamics #StrategicPlanning

Recognizing a Leader: Ted Halpern’s Standout Achievement in 2024 🌟 Ted Halpern’s ranking as #74 in the “150 Advisors to Watch – Over $1B” by AdvisorHub is not just an honor—it marks a year of unparalleled dedication and expertise in wealth management. This distinction, achieved amid a record number of nominations, highlights Ted’s enduring commitment to delivering exceptional financial guidance at Halpern Financial. Celebrate with us as we acknowledge Ted’s significant contribution to the financial sector and our community. His innovative strategies and steadfast dedication continue to set the standard in our industry. 🔗 Explore More: https://lnkd.in/eBKtUsf5 ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #LeadershipInFinance #HalpernFinancial #AdvisorHub #Top1000Advisors

Discover, meet, learn, and do business with the most influential leaders in wealth management! Future Proof Retreat will host 500+ top-tier wealth management decision-makers at the legendary Broadmoor Resort in Colorado Springs. Get to know the profile of who is attending below: 1T total firm AUM represented 870M is the average firm AUM of firms managing <5B in assets 81% of attendees are C-Suite or equivalent 129% is the 5-year average growth rate of AUM for attending firms 100% are primary decision-makers or a part of their firm's decision-making process Step into a new era of wealth management and apply to get your pass today! https://bit.ly/3TDP3GI

Congratulations to Barbara Archer, Partner, as she has been named to InvestmentNews’ 2023 Hot List! This list recognizes 100 industry leaders whose contributions have helped to shape the wealth industry. #2023HotList #InvestmentNews #Hightower #WealthAdvisors #WealthIndustry

Pleased to be back for my 4th year in 2024 as an Official Member of the Forbes Business Council... Look for my articles every month on Forbes.com #authorlife #privateequity #entrepreneurialjourney #growthstrategy #venturecapital #mergersandacquisitions #exitstrategy

We had the pleasure of having Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, join us at our Business Builders Academy™ last week. Dimensional’s Global Advisor Study is an incredible resource for advisors and it’s always great to learn more about what high-performing firms are doing. Lauren Kaufman Ray Sclafani #wealthmanagement #financialservices #womeninwealth #financialadvisor #financialplanning

🎊 2023 by the Numbers 🎊   As we step into 2024, we want to take a moment to reflect on a successful 2023—and we want to celebrate all of our partners!   🔹 $3.2B Total Assets Managed* 🔹 25 Total Partner Firms (32% growth YOY) 🔹 40 Overall Team Members Added to OneAscent Financial & Partner Firms 🔹 56 Total Advisors 🔹 Hosted Second Annual Advisor Summit with 77 attendees, including 10 sponsors 🔹 OneAscent advisor offices in 17 States and Provinces across North America   Each highlight is a testament to our shared pursuit of excellence and commitment to building the Kingdom. We look forward to another year of mutual growth and success!       *Total assets defined as assets under management, assets under advisement, and assets under administration as of Nov. 30, 2023.