Bellwether Investment Management’s Post

I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

''Life is a matter of choices, and every choice you make, makes you..'' John C. Maxwell. The above quote is relevant when it comes to managing wealth, selecting the right wealth management company is paramount. Each choice we make in this regard significantly impacts our financial future, shaping our path towards prosperity or potential pitfalls. From International education fee planning to retirement planning, estate planning, and beyond, a wealth management company plays a pivotal role in helping individuals and families achieve their financial goals. I am proud to share, once again, the major achievement of Carrick Wealth in its mission of helping people preserve, protect, and grow their wealth. We are the best at what we do while doing what is best for our clients. #wealthmanagement #financialplanning #offshoreindustry #financialeducation

An interesting interview with our CEO, a good 5-minute read.

For this week’s #VanguardThrowbackThursday, we’re going to the year 2006. Vanguard Appraisals former President Bob Kocer with current President Bob Ehler and Vice President Brad Miller. Learn more about Vanguard Appraisals, Inc. at https://goo.gl/SxSZPs. #VanguardThrowbackThursday

📢 Big Announcement! We're thrilled to share the news of the opening of our new Boston office, led by industry veteran Dwight Davenport! With over 30 years of experience in financial solutions, Dwight brings unparalleled service to our clients in New England. Join us in welcoming him to the Verdence team and celebrating our continued growth and commitment to personalized wealth management. Learn more about our expansion and Dwight's vision for the Boston office: https://hubs.ly/Q02D1Shf0 #VerdenceCapitalAdvisors #Boston #WealthManagement #FinancialPlanning #WealthAdvisors #FinancialGrowth #InvestmentManagement #BostonFinance #FinancialAdvisory #PrivateWealth #BostonBusiness #WealthPlanning #NewOffice #WealthManagementExperts #FinancialServices #ClientFocused #FinancialGoals #InvestmentStrategies #WealthSolutions #FinancialWellbeing #FinanceLeadership #FinancialSuccess #BostonExpansion #TrustedAdvisors

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness

Congratulations to Angel Deng, James Goettee and Allyson Lisser who were just promoted to associates! Read more about it here: https://lnkd.in/e3hb_4id #realestateinvestment #realestate #multifamily #commercialrealestate #multifamilyinvesting

"Cheers to a year of remarkable achievements and outstanding growth in the real estate industry. 💼 🏠 Celebrating the success of individuals like Michael Fernandez, Graham, Phil Calloway, and Verry Goldman who've proven that dedication and strategic collaboration pave the way for success. :⭐ 👏 Here's to many more milestones in the journey ahead! #RealEstateSuccess #ProfessionalGrowth #TeamWorkMakesTheDreamWork"

“Collaboration” is one of those buzz words in our industry that we say a lot but unless you are purposeful about the experience, means very little. I believe that building a collaborative culture takes thoughtful execution and operating routines, a learning mindset, healthy conflict, accountable decision making and a leader’s commitment to drive guidance and support. It’s an art and not a science. It goes beyond authority triggers and sign offs. To build a collaborative culture in a team is to promote and create a shared experience of productive communication and trust towards creative solutions. 🧠💥 💭 What are some of your words of wisdom on building this culture within teams? #iwork4thehartford

So proud of these folks and their achievements! All have been elevated as Platinum Advisors, recognized for their unwavering support and guidance to their clients. Samira Arikat, @Brian Armstrong, Shawn Bowen, Jeremy Mesches & @Sean Navage The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practic­es and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.