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The Anatomy of Change In this talk, we outline several key ingredients to making successful changes within your Wealth Management Firm. If you are committed to seeing it through, these insights will help turn your desired changes into a better future. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity #discoveryourwhy

People are not leaving the #accounting profession. They are not! They are leaving our leadership! They are leaving our story! They are leaving our legacy control mindsets and time-focused business models. Now that's the ugly reality of #PublicAccounting. The great news is that we can quickly turn the tide with a people-first strategy and leadership alignment. We have a compelling story. Our profession is one of the most rewarding for significance in people's lives as well as financial and personal growth. It's time for #Leadership REHAB across all firms. We can make a difference starting today! #beBetter #LeadingwithSignificance #accountantsandaccounting Kassi Rushing, APR Tom Hood, CPA,CGMA,CITP AICPA Katie Thomas, CPA Lindsay Stevenson, CPA, CGMA Jennifer Wilson Gail Perry, CPA Rebekah (Brown) Olson, CPA

The Anatomy of Change In this talk, we outline several key ingredients to making successful changes within your Wealth Management Firm. If you are committed to seeing it through, these insights will help turn your desired changes into a better future. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity #discoveryourwhy

Five Powerful Questions For Your Clients Oftentimes, a firm’s internal conclusions of how their clients perceive them are different than their client's actual perceptions. Here are five questions to ask your clients, in order to bridge the gap between the two vantage points, and gain beneficial client-generated insights about your Wealth Management Firm. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity

At Preston Wealth Advisors, listening intently to our clients’ needs and aspirations is our forte, and it’s a source of immense pride. However, true leadership isn’t just about comfort; it’s about guiding individuals beyond their perceived limits. We are committed to pushing our clients to go past their familiar territories and challenge them to achieve their financial goals. We’re in the business of cultivating lasting connections, while guiding our clients to financial freedom. #PrestonWealthAdvisors #FinancialServices #WealthManagement #FinancialAdvisors #Reston #VA #Leadership #GuidingClients #PushingPastLimits #LastingRelationships #FinancialLiberty

Five Powerful Questions For Your Clients Oftentimes, a firm’s internal conclusions of how their clients perceive them are different than their client's actual perceptions. Here are five questions to ask your clients, in order to bridge the gap between the two vantage points, and gain beneficial client-generated insights about your Wealth Management Firm. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity

There is one common issue with clients and prospects that we work with right now. The positive side is that the problem is predictable and can be manageable if business owners and financial leaders take action as soon as they see the signs. Eric Camm shares his insight on why we're being called on to help. #cfoadvisory #businessconsulting #financialleadership

MM Meets Andrea Montague: Delving into her journey listing a 250-year-old firm, tackling business politics, and embracing the 'big opportunity' in decumulation. Read more now: https://lnkd.in/e7RgY3By 📈 #Finance #Leadership #BusinessStrategy

In the latest edition, The 10 Most Iconic Founders and CEOs to Watch, 2024, The CIO Leaders magazine is pleased to feature Denis Walsh, President and CEO of Money Concepts and #MoneyConceptsCapitalCorp., with other remarkable leaders. Read More: https://rb.gy/c8id8e #danishwalsh #advisors #moneyconcepts #cioleaders

Five Powerful Questions For Your Clients Oftentimes, a firm’s internal conclusions of how their clients perceive them are different than their client's actual perceptions. Here are five questions to ask your clients, in order to bridge the gap between the two vantage points, and gain beneficial client-generated insights about your Wealth Management Firm. To get future videos in your inbox, subscribe here: https://lnkd.in/enhF6sC Provincial Development Group, LLC Blain Wease Tim Romero Neon World Media #firmfoundations #wealthmanagement #wealthmangementfirm #wealthadvisors #financialadvisors #financialadvisor #ria #questions #communication #leadership #differentiate #optimizingopportunity