Dynasty Financial Partners’ Post

"If you want to go fast, go alone. If you want to go far, go together." For Lion Street Firm Owner, Brian Sak, interdependence has strengthened his ability to grow his practice. Brian shares how the insights from fellow Firm Owners in his Growth Group have created solutions for both his day-to-day and strategic business objectives. #lifeinsurance #growth #interdependence

Meet Justin Buonomo: The Visionary CEO and Founder at the Heart of JFF💙 Justin is more than just the CEO and founder of JFF, he’s the embodiment of the company’s core values and mission. His journey is a living proof of concept.🙌🏼 Justin’s story is one of unwavering faith and commitment. He’s demonstrated that when you lay your financial groundwork on the solid rock of sound principles and effective strategies, the sky’s the limit for what you can build upon it. Under his leadership, JFF has not just grown, it’s thrived. It has become a beacon for those aspiring to achieve their dreams without compromising their values. It’s a place where financial success and personal fulfillment go hand in hand. He shows us that creating a brighter future is not just a possibility, but an attainable reality. And his guidance is a constant reminder that with God, the right mindset, and effective financial management, anything is possible! Drop a 💰 if you’re ready to build your dreams on a foundation as strong as Justin’s? Your journey to greatness is just a conversation away! . . . #visionaryleader #financialexcellence #dreambuilding #jffsuccess #strategicplanning #faithinbusiness #inspirationalceo #empoweringentrepreneurs #financialfoundations #pursueyourdreams

Black entrepreneurs, ever wondered what happens to your business if the unexpected occurs? Estate planning and asset protection strategies can provide a road-map for business continuity and leadership succession. Secure your business's legacy with a thoughtfully designed plan. #BusinessContinuity #LeadershipSuccession

Black entrepreneurs, ever wondered what happens to your business if the unexpected occurs? Estate planning and asset protection strategies can provide a road-map for business continuity and leadership succession. Secure your business's legacy with a thoughtfully designed plan. #BusinessContinuity #LeadershipSuccession

The day has arrived for part 2 of our Success Through Succession Series with David Grau Jr, MBA, and Parker Finot. Do not miss out on this chance today to explore the inner workings of effective succession planning with us: https://hubs.li/Q0287sF90 #finserv #advisors #RIAs #SuccessionPlanning #exitplanning

Thank you to the RBC Wealth Management team for inviting Portage Founder, Jim Friesen to their succession planning panel a couple weeks back! We always find so much value in sharing what we've learned about business ownership and love to see so many local entrepreneurs interested in learning about exit planning and how to leave a legacy. The future is bright! ☀️ #SuccessionPlanning #SellingYourBusiness #ExitPlan #ExitStrategy #RiskManagement #BusinessTransition

Happy New Financial Year As we turn the page to a new financial year, we pause to express our deepest gratitude to all our clients and partners who have been instrumental in our journey of growth and success. #NewFinancialYear #Gratitude #ClientAppreciation #Partnership #GrowthJourney #SuccessStory #BusinessCommunity #FinanceWorld #ThankYou #TeamWork #MilestoneMoment #FinancialPlanning #FinancialGoals #EntrepreneurLife #CorporateCulture #FutureProspects #OpportunitiesAhead #BusinessGrowth #FinancialSuccess #YearEndReflection #NewBeginnings #BusinessPartners #ClientRelations #FinanceIndustry #GoalSetting #TeamEffort #Collaboration #AchievementUnlocked #StrategicPlanning #WealthManagement #MarketTrends

Tomorrow we will see you at Mattioli Woods plc Sale, Scale or Succession event. The speakers Matthew Lowe and Anthony Rowe will explore the key considerations for established business owners that are considering their next step: ⬅ Capitalising on current assets and pursuing a sale ⬆ Transitioning ownership to the management team ➡ Enhancing business activity Don't miss out and see you there!🎯 Book now >>> https://lnkd.in/ez7AJ9Vb #eastmidlands #business #businesssupport #smes #growthmindset

How do family businesses build resilience through the composition of their boards? We talk to Owen Gibson, Partner and Family Business leader, about how having the right governance in place can help family businesses transform. https://lnkd.in/dWWMMqMV #PwCNZ

Are you familiar with any of the following scenarios? “My business unit leaders never set realistic budgets, I have to push them and prod them to get growth—did I hire a bunch of chicken hearts? How can I get them to be more entrepreneurial?” “I am tired of the head of sales coming in here and giving us completely unrealistic sales numbers for our budgeting process.” “Why does our business keep promising and never delivering? I think we are owed a little return on our family business ownership.” In a recent FamilyBusiness.Org article, Generation6 founding member and Board Chair, Joe Astrachan, shares his 40+ years of witnessing the complexities and frustrations of budgeting in family businesses. Joe examines the dual purpose of budgets as both planning tools and expectation-setting mechanisms, noting their impact on incentive compensation. The piece traces the historical development of budgeting and sheds light on how conflicting motivations, from Sales to Finance, complicate the process. Joe emphasizes the necessity for balanced and pragmatic budgeting practices that support sustainable operations and strategic growth. Read part one of this two-part series at bit.ly/4bQxN7b and stay tuned for part two coming soon. Join us in conversation. generation6.com #generation6 #buildingfamilycapacity #familybusiness #familyenterprise #familyowned #familyoffice #wealthmanagement #familydynamics #familycohesion