Charlotte Chatterton’s Post

I really do believe that our clients can only benefit from a joined up Financial plan working with a team of like minded professionals. All playing to our strengths and deliver the very best outcome. Here's to the future ##thevalueofadvice ##financialplanning #collaboration

Even more insight from our leaders into what is in store for us in 2024. Get a glimpse of what those who run the show think about our industry future! #UWM #brokersarebetter

Check out this recent article

I’m excited to share a recent video I recorded with my friend and trusted analytics partner, Val Despard of Despard Analytics. Val and I took some time to dive deep into my career journey, providing a rare peek into the story behind my professional life. In this video, you'll learn more about my background, my passion for commercial real estate, and the experiences that have shaped my career path. As someone who usually keeps personal details offline, this was a unique opportunity to connect with you all on a more personal level. Special thanks to Val for making this video possible. Val's team has become an integral part of our valuation and financial modeling process. Check out the video and let me know your thoughts! #CareerJourney #RealEstate #BehindTheScenes #ProfessionalGrowth #DespardAnalytics #CommercialRealEstate

Today, we are taking a look back at a monthly survey series, in which we sought insights from our esteemed community of real estate appraisers. The question at hand was: "How do you optimize your productivity during the workweek?" The response we received was both enlightening and unanimous: Embracing the transformative power of technology. We invite you to explore the comprehensive survey results by clicking on the following link: https://bit.ly/3GdHJK0.

Get to know Oaktree Capital Management, L.P.s new co-CEOs, Armen Panossian and Robert O’Leary 👉 https://lnkd.in/etg5eSzx In this Insights video, they discuss their first jobs, their favorite Howard Marks quote, when their alarms go off in the morning, and much more.

It’s an exciting time for the future of financial advice. Striver’s recent Brimstone event brought together graduates and industry leaders, including BT’s Tim Howard and Katrina Parolin, to find out why it’s a great place for early-career professionals to start an exciting, rewarding, and dynamic career in financial advice.  #striverbrimstone #btacademy #financialadvisers 

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

Tobin is invested in the success of its clients. By understanding and anticipating their perspectives and needs, we ensure exceptional outcomes. Everything we do for others, we do as we would for ourselves. That’s the Owner’s Perspective™. #TestedTrustedTobin #OwnersPerspective™

Don't take it from us. See what our independent financial professionals like Meredith Dekker ChFC®, CDFA®, Mike Moffitt, and Andy Wallace, CFP® have to say about joining Silver Oak. Discover the Silver Oak difference: https://lnkd.in/e9JKCdFj #FinancialProfessionals