Desert Financial Credit Union’s Post

Every Avantax Growth through Community meeting is special, but our recent Anthem, AZ, gathering was especially memorable! Longtime meeting leader RICH FENGER passed the torch to Tiffani D., who's excited to carry on what Rich helped build over the past 11 years. As the new meeting leader, Tiffani told us she's most looking forward to "Spending time with other Financial Professionals, building relationships and sharing best practices for our businesses and clients." #AvantaxCommunity #WealthManagement

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

A great first meeting at Vista.👍 We are a law firm covering many aspects of law. The best thing of all is that we offer our initial advice at no obligation nor cost to the potential client #commerciallaw #mediation #conveyancing #willsandtrusts #powerofattorney #bni #bniglobal

A great first meeting at Vista.👍 We are a law firm covering many aspects of law. The best thing of all is that we offer our initial advice at no obligation nor cost to the potential client #commerciallaw #mediation #conveyancing #willsandtrusts #powerofattorney #bni #bniglobal

Our Chief Revenue Officer’s in the spotlight 👀 In September, we announced Tony Poulson joining us as our first CRO! A few months into the role, we’ve quizzed Tony on his experience, the challenges in private markets and what 2024 has in store for Lantern. Take a look at the story here - https://lnkd.in/eHnhFY7U To find out about Lantern (or Tony's reindeer...), please get in touch! #privatemarkets #dataplatform #dataanalytics

Filene's signature big.bright.minds. event is ONE WEEK away! We look forward all year to bringing together the most innovative credit unions with the brightest minds in the industry! If you're not able to join us in person this year on Dec. 5-6 in Scottsdale, AZ, we have a special VIRTUAL opportunity for our LinkedIn followers! Join us to hear from one, any, or all of our Filene Fellows by registering now with this special access code: https://lnkd.in/gWpgVYnZ To save you time, we've curated a list of the top three most anticipated sessions so you know what to expect! 🚀 Future Ready: Roadmaps to Success 👩🚀 Join Filene Fellows Dr. Amy Hillman and Dr. Lamont Black where they will introduce our two newest centers of excellence as well as give attendees a roadmap to achieve successful alignment of their organization both internally and externally to thrive now and in the future. 💡 Exploring Credit Unions' Innovative Approaches to Pressing Challenges 🔍 What are the pros and cons of different approaches to innovation? Filene Fellow Dr. Jeffrey Robinson and a panel of credit union leaders will explore this as well as share their own innovation experiences. 📈 Deposit Growth: Insights from Shared Data Model 🔑 Under the leadership of Filene Fellow Dr. Cheri Speier-Pero, MSUFCU, Kinecta and MAPs have partnered together to share their data to determine what’s the next best offer to present to your members. Learn first-hand how the collaboration operated and get a sneak peak at early results. See you there!

📽 Hear what our CEO, Emma Bell has to say about all the exciting things going on at Chapter One! #ChapterOne #itallstartswithliteracy #employeewellbeing #socialvalue #socialimpact #socialmobility #literacy #corporatepartnerships #corporatevolunteering #employeevolunteering

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.

Today we spotlight Joe Stevens, our Senior Account Manager in our Commercial team! Learn more about Joe, from what he loves most about his role to a questionable unpopular opinion… 🤨⚽ Who would you like to see next? #charlesanddean #team #employeespotlight #financebroker #brokeroftheyear #businessfinance #vehiclefinance #meettheexpert

The main reason we serve clients with three-person client-centric teams supported by the larger team: two (or three) heads are better than one. President and CEO, Mike Odar, discusses the importance of teams working together to serve our clients: https://lnkd.in/gh2V_y2s