DBR’s Post

We're continuing to celebrate the recent advancements here at Venturity, with Deanna Corbo Walker assuming the role of CEO and Chris McKee taking on the position of Chairman. A special thank you to D CEO for featuring these exciting milestones in their Personnel Moves column. To read more, check out the link below. #leadership #businessnews #personnelonthemove

Check out our latest blog post advocating for true diversity in boardrooms. We challenge the status quo that equates financial stability with leadership acumen and discuss how barriers like the costly AICD course hinder socio-economic diversity. Join us in our call to redefine board membership criteria! #BoardDiversity #InclusiveLeadership #RedefineSuccess #SocioEconomicEquality

Congratulations to these top 25 CEOs! These individuals are the people who qualify and can benefit the most from our unique planning strategies for high income earners. If you are in the company of these successful people and want to know more about our alternative asset class programs, let’s talk. Click the contact info link in my profile. Looking forward to it!

Chairman and CEO Bob Oros sat down with CEO North America to discuss how Hightower turned lemons into lemonade when it was founded, and how the firm has grown since its inception – from branding to value-added growth strategies and more – to serve its clients and local communities. Read the Hightower story at the link below.

Hightower Advisors Chairman and CEO Bob Oros drives the business at the national level while empowering advisors to serve locally, he explains in an interview with CEO North America Magazine. “We can drive efficiency and reinvestment, but with our nimble attitude, we can try some things that big firms might not.” Click below to read the full interview with CEO North America. #FinancialServices #CEO #Leadership #Efficiency #DigitalMagazine #Nimble

In an interview with Financial Planning, Chair and CEO Paul Reilly and President and CFO Paul Shoukry discuss how the firm’s long-term approach and client-first values are guiding a successful leadership transition. Read more: https://bit.ly/4b5fwDe

Please help me celebrate my brother, Gilberto Garcia, MBA, RICP®, UACIC, CLTC®, on this well deserved recognition! He strives (and succeeds) to move the needle forward on knowledge, impact, and change for our clients’ financial stability, security, and freedom. #Finance #Wealth #Planning #Impact #FinancialSecutity

From IR to Business Leadership, The Pathway to CEO – It's great for us here at Broome Yasar to see the significant rise in the number of former IROs transitioning successfully into senior board leadership roles including CFO, CEO and even NED. It was our humble opinion a few years ago, and as the market leaders in what we do, that we had predicted many more senior IR and corporate affairs leaders would take on senior business leadership roles, as highlighted in our ground-breaking study: https://rb.gy/kn70k and our panel event. And we have not been disappointed! Do take a look and share your thoughts here as this study has been critical in shaping the careers of some of our industry’s most ambitious professionals. Our IR industry has come a long way and we should all be incredibly proud of these significant achievements. These developments will be showcased in our forthcoming study, The Global IR Revolution, which will have a few nuggets of further wisdom! Onwards. https://lnkd.in/eE_ZCvYB For further reading on trends within our ever evolving industries please go to https://lnkd.in/dJT_K7M #LeadingTheSearch #InvestorRelations #Leadership

As someone that has been interacting with business owners on their succession plans for the last four years, I am definitely seeing a major shift to prioritize succession planning. From the article: "Amid growing internal and external pressures, four in five family business leaders in Canada (79%) are accelerating their transition and leadership succession plans, according to a new KPMG in Canada survey report." #successionplanning #businessowners #familybusiness

In the final article recap from the Hudson Hill Capital Leadership Summit, we discuss interest rate impacts on M&A markets – particularly within the private equity industry. The recent changes in interest rates and likely trajectory over the coming decade present immense opportunities for those well positioned, while potentially challenging fundamental business model characteristics for others. We feel that the business building approach favored by Hudson Hill Capital withstands any interest rate paradigm but will be particularly advantaged in the years to come. https://lnkd.in/e6Dp4i4C