David Cristello’s Post

During my time in CPA firm space, I've had an opportunity to be a part of the Allinial Global and RSM US LLP firm alliances. Whether you're talking CAS, technology sales, marketing, or business development, firm alliances can be a great place to have open and frank discussions with like-minded firms and professionals. #accounting #marketing #businessdevelopment #digitaltransformation

A couple of years ago, I recorded this gem, but the principle still holds true: the tortoise always wins! Have a big vision, but focus on executing the next step with excellence. #runyourrace #realestateinvesting https://lnkd.in/gYbHbw7v

🌟 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

Our friends at Seven Seven Six 7️⃣7️⃣6️⃣ are making an incredible impact! Check out this interview with founding partner Katelin Holloway about how technology is changing the world of work:

We're at Texas Food & Fuel Association's Fall Summit! It’s not too late to stop by, meet with Jason, and take advantage of valuable networking and learning opportunities. 🤝 Come connect with industry leaders and get insights you won’t want to miss! #ANCOInsurance #businessinsurance

Today's CAP Board Spotlight is on John Bass, SVP, Business Risk and Control Group Manager at Citi. We are very thankful for his dedication to CAP's mission! Our dedicated board of directors helps bridge our mission with the needs of our community. Please join us in getting to know them and celebrating all they do for our community. ❓How long have you lived in Jacksonville? 🅰️ I am a Jacksonville/NE FL native.  ❓What are three adjectives you’d use to describe yourself? 🅰️ Loyal, Inquisitive and caring. ❓What’s your favorite thing about CAP or the CAP Board? 🅰️ My favorite thing about CAP is the ability for this organization to impact so many lives. The lasting impacts are truly for a lifetime. This may translate into the children's lives, the parents lives or the overall community. Seeing the dedication and focus is a constant reminder of the privilege it is to serve on this board. ❓What’s the best piece of advice you ever received? 🅰️ Be flexible and adaptable. As simple as those words are - they carry weight both personally and professionally. Change is 100% guaranteed.

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

Over the weekend, we marked Aaron Chaltry’s incredible decade with us at Titus! From building connections to leading major projects, his journey reflects the heart of our core values. Cheers to many more years of success and making an impact! Check out our blog to learn more about Aaron and his journey over the last 10 years > https://lnkd.in/dBRh6PtK #TitusTalent #TitusTalentStrategies #TitusAnniversary

Lateral Corporate partner moves . Feel free to reach out for a confidential discussion of current lateral opportunities - partner , group or merger options .

Today is the last day to get the early bird rate for the GenAI for Managers workshop to be held at Discovery Partners Institute on December 6. Make your resolution before the end of the year to invest in AI and start the new year on a great note! If you're interested and have any questions, let us know and we can help.