Chain IQ Group AG’s Post

💪🏽 ICYMI: 2024 AIA President, Kimberly Dowdell, AIA, at her December inauguration, “As your President, I will focus on three specific pillars where we must do more: more money… more members… and more mission. ➡️ "More money refers to the compensation we need and deserve for the tremendous amount of value we generate for our clients and our communities. 📌 "We need to think critically about our business models, how we leverage technology, and how we communicate our value to the public so that we can attract and retain the very best talent available to help us shape the future.”

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

Transformation can mean many things. I define it as a fundamental shift in how we do business or what business we are in. Doing this in a PE backed organization brings focus, urgency and the investment needed for successful delivery. Great to collaborate with Siena Partnership and Joss Newman on this report, bringing to life the different facets of a Chief Transformation Officer's role.

🎉 𝐂𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠 𝐓𝐰𝐨 𝐃𝐞𝐜𝐚𝐝𝐞𝐬: Dr. Sachin Mhatre's Testimonial for Laabdhi Group. (Review this video testimonial) https://lnkd.in/d38d-5jx 🌟 𝐃𝐫. 𝐒𝐚𝐜𝐡𝐢𝐧 𝐌𝐡𝐚𝐭𝐫𝐞 𝐬𝐡𝐚𝐫𝐞𝐬 his incredible journey with @Laabdhi Investment, praising their exceptional financial advisory services that have supported him for nearly 20 years! 🌟 💼 𝐍𝐞𝐚𝐫𝐥𝐲 𝐓𝐰𝐨 𝐃𝐞𝐜𝐚𝐝𝐞𝐬 𝐨𝐟 𝐓𝐫𝐮𝐬𝐭: Dr. Mhatre has relied on Laabdhi Investment for close to 20 years, building a relationship grounded in trust and expertise. 📈 𝐄𝐱𝐩𝐞𝐫𝐭 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞: He highlights the company’s deep knowledge in financial advisory, helping him navigate various aspects of financial management and investment strategies. 💡 𝐖𝐢𝐬𝐞 𝐅𝐮𝐧𝐝 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧: Dr. Mhatre appreciates the insightful advice he received on how to wisely allocate his funds, ensuring his investments are always in the right place. 🤝 𝐓𝐫𝐮𝐬𝐭 & 𝐑𝐞𝐥𝐢𝐚𝐛𝐢𝐥𝐢𝐭𝐲: This testimonial underscores the immense trust and reliability that Laabdhi Investment has cultivated over the years, proving their commitment to their clients' financial well-being. Keep Exploring: 🔍 𝐖𝐡𝐚𝐭 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐝𝐢𝐝 𝐃𝐫. 𝐒𝐚𝐜𝐡𝐢𝐧 𝐌𝐡𝐚𝐭𝐫𝐞 𝐟𝐢𝐧𝐝 𝐦𝐨𝐬𝐭 𝐛𝐞𝐧𝐞𝐟𝐢𝐜𝐢𝐚𝐥 𝐟𝐫𝐨𝐦 𝐋𝐚𝐚𝐛𝐝𝐡𝐢 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫𝐬? 🔍 𝐇𝐨𝐰 𝐡𝐚𝐬 𝐭𝐡𝐞 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩 𝐛𝐞𝐭𝐰𝐞𝐞𝐧 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐟𝐢𝐫𝐦𝐬 𝐞𝐯𝐨𝐥𝐯𝐞𝐝 𝐨𝐯𝐞𝐫 𝐭𝐡𝐞 𝐩𝐚𝐬𝐭 𝐭𝐰𝐨 𝐝𝐞𝐜𝐚𝐝𝐞𝐬? 🔍 𝐖𝐡𝐚𝐭 𝐫𝐨𝐥𝐞 𝐝𝐨𝐞𝐬 𝐭𝐫𝐮𝐬𝐭 𝐩𝐥𝐚𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐨𝐟 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 𝐬𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐨𝐬𝐞 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐛𝐲 𝐋𝐚𝐚𝐛𝐝𝐡𝐢 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭? 🌟 𝐂𝐡𝐞𝐞𝐫𝐬 𝐭𝐨 𝐭𝐡𝐞 𝐧𝐞𝐱𝐭 𝐜𝐡𝐚𝐩𝐭𝐞𝐫 𝐨𝐟 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐚𝐧𝐝 𝐭𝐫𝐮𝐬𝐭 𝐰𝐢𝐭𝐡 𝐋𝐚𝐚𝐛𝐝𝐡𝐢 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭! 

On May 15th, Alex Roepers, Atlantic's Founder and Chief Investment Officer, will be speaking at the London Value Investor Conference. His presentation will focus on compelling value stocks. Watch his interview from the 2023 NY Investor Conference this past December, where he discusses the move from growth to value: https://lnkd.in/e_M4URFM #valueinvestment #investment #LVIC24

DFW’s new managing partner, Chris Clark, discusses the launch of the Forvis Mazars global network in an article for D CEO Magazine. Chris outlines how the unique global network allows the firm to better serve clients locally and internationally. He also outlines the growth and impact of the DFW practice unit for the North Texas region. Read the article to see the full conversation. https://bit.ly/4cA1uK4

Check out this interesting read where our founder, Givelle Lamano, was quoted by Forbes. You can read the full article here: https://lnkd.in/gx8fgRyV

"NAI Hiffman Appoints Heiberger as CEO and Introduces New Advisory Group" Read the full article below..

DFW’s new managing partner, Chris Clark, discusses the launch of the Forvis Mazars global network in an article for D CEO Magazine. Chris outlines how the unique global network allows the firm to better serve clients locally and internationally. He also outlines the growth and impact of the DFW practice unit for the North Texas region. Read the article to see the full conversation. https://bit.ly/4cA1uK4

😃⁉️ 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