Have you met Jim yet? We're thrilled to share about this incredible Affinity team member. 🎉 🌐 Jim Bashour joined us as our vCIO, coming to us with over 10 years of IT experience. He has a proven track record of driving successful business outcomes through data-driven insights and strategic analysis. Outside the office, he is an active member of St. Phillip Catholic Church. Jim and his wife own a small food business, Mama’s Earth, and spend their Saturdays at Richland Park Farmers Market. Please join us in welcoming Jim to the team! https://lnkd.in/eY6sqxXC
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Starting farm succession planning early is crucial for ensuring your family farm’s legacy continues. Wesley Tucker, Farm & Ranch Transition Specialist at the University of Missouri Extension, shares insights on who should be involved and how to begin these important conversations. 👪 Key Points: ◾Farm Operating Meetings ◾Farm Business Meetings ◾Family Council Meetings Communication is key! Learn more about open dialogue and teamwork within your family farm. 🔗 https://brnw.ch/21wMVOZ
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Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov
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Sales & Marketing Leader | Connector | Finance Transformation Advocate | CAS & Fractional CFO Evangelist | Published in Accounting Today | DEI Advocate | Tenor | Runner | Tough Mudder | Foodie
During my time in CPA firm space, I've had an opportunity to be a part of the Allinial Global and RSM US LLP firm alliances. Whether you're talking CAS, technology sales, marketing, or business development, firm alliances can be a great place to have open and frank discussions with like-minded firms and professionals. #accounting #marketing #businessdevelopment #digitaltransformation
Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov
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🌟 "Hello February! 🌸 Raven Lee Consulting is buzzing with excitement for the future partnerships that await. Let's make this month the beginning of something extraordinary! 🚀💼 #NewBeginnings #FebruaryExcitement #RavenLeeConsulting"
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Body language is 80% of communication…
Thanks to Glenys Petrie!
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Over the weekend, we marked Aaron Chaltry’s incredible decade with us at Titus! From building connections to leading major projects, his journey reflects the heart of our core values. Cheers to many more years of success and making an impact! Check out our blog to learn more about Aaron and his journey over the last 10 years > https://lnkd.in/dBRh6PtK #TitusTalent #TitusTalentStrategies #TitusAnniversary
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It’s always refreshing to hear the real heart of financial advice in action and the impact that great financial advice has on client well-being. Genuine conversations about making a positive impact are what it's all about. #AdviceMatters
Drinks with the guys from Lifelong Wealth - Stuart Bates and Kent Thomas - thank you! A reminder of the value of good advice. This week I’ve spoke with a number of advisers. It’s soul satisfying hearing their focus on their clients’ happiness and well being and how they love helping people in their community. There wasn’t talk of corporate profit margins, bonus incentives, company KPIs, email performance or client value extraction. It was refreshingly genuine conversation about the impact of advice, being a trusted confidante / counsellor, helping clients and which companies are supporting them to get it right. Although, some small chatter about my team, the Eels, avoiding the Wooden Spoon (they did 😉) and as Queenslanders, whether the Cowboys will beat the Dogs and the Dolphins come up trumps against Knights. Peter and Darren - Stuart and Kent flying the Rhombus Advisory Pty Ltd flag. Thanks Adviser Ratings, ausbiz and Pinstripe Media - Stacey Golley, aj koch, David Koch and Kylie Merritt for rolling out the red carpet.
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Today, we take a moment to celebrate the fruits of our labor. Every step we've taken, every challenge we've overcome, has brought us to where we are now. Let our accomplishments inspire our journey forward, fueling our dreams and ambitions for tomorrow. Let us enjoy this day of reflection and rest—we've earned it! #LaborDay #CelebrateSuccess #estateplanning #planningforfamily #lawofficesofdebrakoven #debrakovenlaw #personalfamilylawyer
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Founder of Omega Wealth Private Capital | Be & Stay Retirement Ready | WI$E MONEY TV/RADIO HOST 🎙 | Planning for INCOME, TAXES, FEES & RISK
𝗛𝗮𝗽𝗽𝘆 𝗦𝘁. 𝗣𝗮𝘁𝗿𝗶𝗰𝗸'𝘀 𝗗𝗮𝘆 from the team at Olson & Wilson Private Capital! Today, let's 𝘁𝗿𝗮𝗱𝗲 𝗼𝘂𝗿 𝘄𝗼𝗿𝗿𝗶𝗲𝘀 𝗳𝗼𝗿 𝘄𝗶𝘀𝗵𝗲𝘀 and our ordinary for extraordinary. May your day be filled with the magic of leprechauns, the warmth of Irish blessings, and the joy of discovering your own pot of gold at the end of the rainbow! Here's to celebrating in style and 𝗺𝗮𝗸𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 𝗮𝘀 𝘂𝗻𝗶𝗾𝘂𝗲 𝗮𝘀 𝗮 𝗳𝗼𝘂𝗿-𝗹𝗲𝗮𝗳 𝗰𝗹𝗼𝘃𝗲𝗿! #stpatricksday #financialplanning #wealthmanagement
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𝗛𝗮𝗽𝗽𝘆 𝗦𝘁. 𝗣𝗮𝘁𝗿𝗶𝗰𝗸'𝘀 𝗗𝗮𝘆 from the team at Olson & Wilson Private Capital! Today, let's 𝘁𝗿𝗮𝗱𝗲 𝗼𝘂𝗿 𝘄𝗼𝗿𝗿𝗶𝗲𝘀 𝗳𝗼𝗿 𝘄𝗶𝘀𝗵𝗲𝘀 and our ordinary for extraordinary. May your day be filled with the magic of leprechauns, the warmth of Irish blessings, and the joy of discovering your own pot of gold at the end of the rainbow! Here's to celebrating in style and 𝗺𝗮𝗸𝗶𝗻𝗴 𝘁𝗼𝗱𝗮𝘆 𝗮𝘀 𝘂𝗻𝗶𝗾𝘂𝗲 𝗮𝘀 𝗮 𝗳𝗼𝘂𝗿-𝗹𝗲𝗮𝗳 𝗰𝗹𝗼𝘃𝗲𝗿! #stpatricksday #financialplanning #wealthmanagement
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