Alegeus’ Post

🙌 Dawnde’s presentations are a must-see for anyone in the industry. Her SIU insights are always spot-on, filled with actionable data that teams can implement immediately. 👏 #SIUPresentations #IndustryInsights #DataDriven #TeamSuccess

Opportunity. Today is the last day to apply for the next cohort! In the words of my great grandmother Josephine Little Hurst, “don’t tarry too long in doubt, you got to move”. There are many meaningful things I learned as a member of #cohortVI with BLCK VC institute. One that replays in my head consistently is that ‘if I have the fundamentals in place I can make my vision a reality.’ #BVI gives you the fundamentals of #venturecapital and a network of brilliant professionals to help you execute.

Don’t just take our word for it—hear from our clients! 🌟 We’re grateful for the trust and confidence our clients place in us, and there’s nothing we love more than helping them achieve the results they deserve. #ClientTestimonial #SumnerLawGroup #MissouriPersonalInjuryLawyer #CarAccidentLawyer

Happy New Year from Patten and Company LLC! As we bid farewell to the year gone by, we're grateful for your trust in us. Thank you for being an integral part of our journey. #HappyNewYear #PattenAndCompany #CPAExcellence #CPAInsights #SmartMoneyMoves #TaxTips2024 #AccountingMastery #FutureReadyCP #WealthBuilders #FinancialResources #FinancialKnowledge

We proudly added our 2023 Honor Club block to the trophy, and it means the world to us. This award is not just a recognition—it’s a reflection of our mission to protect lives and families. We’ve got big goals ahead, a growing team, and plenty of opportunities to improve, so we can continue serving our customers even better! #HonorClub #MissionDriven #TeamGrowth #LifeInsurance #HomeInsurance #AutoInsurance #InsuranceProtection #ProtectingFamilies #InsuranceGoals #CustomerFirst #HereForYou #ProtectedbyPlank

⏰ MONDAY TRIVIA WINNERS!!!! WOW! I really thought that was going to trip people up!! 🏆 LOTS OF WINNERS THIS WEEK!!! SHOUT OUT TO THIS WEEK'S WINNERS!!!! Scott Jeffries, Dawn Asbury, Tiffany Jansen, Jess Campana, Liz Lindskoog, Kristi Jordan, NHA, Melissa Marshall, CPC, Dan Picard, Timothy Jansen CIPP, Stefi Draeger, Matt Ingraham, Mabel Darko, Loren Pigman, Mark Josephsen, Michael Goines, Jason Town, Elena Franklin, Makenzie Zyla, Kristen Rehnelt, Yvette Kleckner, Len McMorrow, Tay Fitzpatrick, Mike Selbitschka, Sarah Dahl, Karen Stirling, Debra Hardy, and Dawn Radecki!!!! For the recap: Q: WHICH one of these are LEGALLY REQUIRED to act in the best financial interest of their clients? A: Fiduciary ALWAYS ASK YOUR ADVISORS, TRUSTEES, AND EXECUTORS IF THEY ARE FIDUCIARIES TOO!!!!! INCREDIBLY IMPORTANT!!! A fiduciary is an individual or organization entrusted with the responsibility of managing assets or making decisions on behalf of another party, with a legal and ethical obligation to act in the best interest of that party. This means prioritizing their interests over their own, avoiding conflicts of interest, and providing full disclosure of relevant information. Fiduciaries are often found in roles such as financial advisors, trustees, and estate executors. If building a probate process is something you're new to or already pretty familiar with, DCM Services has been helping clients improve their estate processes for over 25 years. Whether you're looking to outsource this inventory to experts or build a stronger/faster process in-house, we'll have options for your team. I've already got next Monday's question in my 🧠 , so make sure to keep an 👁 out for that one! Feel free to DM me if you're just looking to ask a couple questions too. We're always happy to help! Have a great rest of the week!!! #mondaytrivia #winnerscircle #hints #creditunion #banks #revenuecyclemanagement #dcmservices #probatefinderondemand

Every Avantax Growth through Community meeting is special, but our recent Anthem, AZ, gathering was especially memorable! Longtime meeting leader RICH FENGER passed the torch to Tiffani D., who's excited to carry on what Rich helped build over the past 11 years. As the new meeting leader, Tiffani told us she's most looking forward to "Spending time with other Financial Professionals, building relationships and sharing best practices for our businesses and clients." #AvantaxCommunity #WealthManagement

Congratulations to Patricia Asuquo on earning her Executive Director Title! Patricia and her team, Peculiar Stars, have helped approximately 150 families! You can learn more about her success in this article on our blog

**Huge congrats to the amazing Shilpa Bhandarkar at Linklaters for election to the partnership. This is a massive win for ALL the legal innovation rockstars! ** Not only does this shatter the stereotype, but it proves that the expertise of non-dealmaking professionals is essential for innovation to thrive! For me, these are folks who don't just follow precedents, they CREATE unimaginable opportunities and carve unique paths with their knowledge and out-of-the-box thinking. Here's hoping more firms see the value and follow suit! We need more partners who bring not just rainmaking skills, but the brainpower and fresh ideas to truly excel! #nontransactionalpower #lawyerlife #equality #innovation