Civic Federation’s Post

As a true Seattleite, I think I have to make this post. Today marks a bittersweet moment for us Seattle Seahawks fans as we bid farewell to the legendary Pete Carroll. The journey as a fan has been nothing short of incredible, and while we look ahead to a promising future, let's embrace the wisdom imparted by "Papa Pete." Here's what financial advisors can glean from Carroll's tenure as coach of the Seahawks: Embrace the power of self-discovery: As financial advisors, we understand the significance of sticking to a plan to guide our clients toward their financial goals. However, inspired by Pete Carroll's emphasis on self-discovery, let's delve deeper. Are we investing the time to help our clients define their goals? Especially for those entering without a clear vision, guiding them through a thorough discovery process can unveil their true aspirations. Simplicity with excellence: Reflecting on earlier days with the team, Carroll noted, "we weren't complicated, we just did what we did really well." This sentiment can resonate in the world of financial planning and investment management. We, as planners, face the challenge of simplifying the complex for our clients. By focusing on executing simple yet effective strategies, we empower our clients to navigate their financial plans with confidence. Competing to help each other be great: Carroll's philosophy echoes the abundance mindset. There's ample room for all of us in the financial advisory landscape, and lifting each other up fosters a thriving community. By embracing a collaborative spirit, we contribute to an industry culture where success is not a zero-sum game. Always have a five-year plan: This timeless advice is equally applicable in life and finances. Striking a balance between living for today and planning for the future ensures a resilient and sustainable financial journey, spanning not just tomorrow but the many tomorrows that follow. As we celebrate Pete's legacy as our coach, let's integrate these principles into our roles as financial advisors, creating a playbook that champions self-discovery, simplicity, collaboration, and strategic foresight for our client's financial success. #financialplanning #seahawks #seattle

#FridayThoughts with James Fitzsimons and Sylvia Jones "The best way to predict the future is to create it." — Peter Drucker Want to learn more? Go have a look at today’s newsletter. #Futureplanning #Elevateyourfuture #Elevateyourcareer

🌟 Better late than never! We're thrilled to share that Calvin Hedman was featured in the Valley 200: 2024 Professional Advisory Services Edition last month. Check out the full article to learn more about his impactful work and contributions to the industry. #HedmanPartners #Valley200 #ProfessionalAdvisoryServices #Leadership

"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

For this month's #MeetTheTeamMonday, we are featuring Gray Rudd, CFP®, Director of Wealth Management. We asked Gray a few "Get To Know Me" questions... check out his answers below! Q: What is your most fond memory of working with Pure Wealth Strategies? A: Watching the team grow. It’s energizing to bring new people on board, see them become excited about their role on this team, and watching them grow personally and professionally. Babies are born, people get married, kids graduate... it’s cool to grow with people you spend 40-hours/week with. Q: What are you most excited about in your life right now? A: I’m pumped to keep getting to know my kids’ personalities. It’s super fun how different every six months can be, and I love seeing their unique personalities develop. Q: Where do you most want to visit in the world? A: I wish there was just one place, that would almost be easier. My answer changes like a mood-swing, but today, Scotland. I’d love to visit whiskey distilleries and play golf while looking down a cliff lined fairway along the ocean (my ball will be in the rough, of course). Thanks for sharing, Gray! Get to know all of our team members a little more by visiting our website: http://spr.ly/6040gS5bw

Oooh really love this from colleague Simon Pickthall who puts so succinctly what makes us tick and thrive as humans and why quite simply doing the right thing works for everyone! #thepowerofrelationships #homenothospital #community #socialcarecommissioning #healthandsocialcare #learningdisability #powerofcommunity #behumankind #livesthroughfriends #healthcommissioning #learningdisabilitynurses #socialcare #socialcarefutures #doingtherightthing

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

In his annual letter to shareholders, Jamie Dimon discusses our 2023 performance, guiding principles and our service to clients and communities for 225 years in good and challenging times. Read more: https://bit.ly/3UJ6RAJ

Celebrating 58: A Year of Legacy and Longevity As I turn 58 today, it’s a moment to reflect not just on personal milestones but also on the legacy of enduring businesses founded in the same year, 1966. The Miami Dolphins, kicking off their legacy in professional football, stand as a testament to resilience and passion. MasterCard revolutionized the way we handle money, while Best Buy has become the go-to for all our electronic needs. Caesars Entertainment has created lasting memories in the world of gaming and hospitality. Similarly, Acuity Insurance has been providing reliable coverage, and IHOP continues to serve up delightful breakfast experiences. First Hawaiian Bank remains a cornerstone in financial services, just as General Growth Properties has shaped our shopping experiences. Raymond James Financial has guided countless clients through their financial journeys, and Southwest Airlines has redefined affordable air travel. Turning 58, I find inspiration in these companies’ ability to adapt and thrive. It’s a reminder that with dedication and innovation, longevity is achievable in both personal and professional realms. Here’s to celebrating the journey so far and looking forward to many more years of growth and success. **Happy 58th Anniversary!** #Legacy #58Years #Milestones #EnduringSuccess #BusinessAnniversary #MiamiDolphins #MasterCard #BestBuy #CaesarsEntertainment #AcuityInsurance #IHOP #FirstHawaiianBank #RaymondJames #SouthwestAirlines

In his annual letter to shareholders, Jamie Dimon discusses our 2023 performance, guiding principles and our service to clients and communities for 225 years in good and challenging times. Read more: https://bit.ly/3vVNtqt