EP Wealth Advisors’ Post

Check out this insightful new blog interviewing our Chairman and Founder, Daniel Frydenlund! Read the captivating interview where he shares his background, the unique strategies of Stage, and our hands-on approach to turnarounds and success in the industry. Don't miss out on this exclusive conversation! Check it out now: https://lnkd.in/g-ezAm2P #InvestmentInsights

By blending imagination, curiosity, and expertise, you pave the way for unrivaled insights and success in the dynamic investing world. Christopher Begg's refreshing insight is an inspiration. Listen here: https://ow.ly/fMbF50Pi81L

Lessons from Lily. Watching Lily in action is a quick reminder that we are all born to see the opportunity in the challenge. All it takes is focus, creativity and persistent determination. Turn to The Long Group for the business intelligence to identify the opportunities in your challenges. https://lnkd.in/e5NwEbG6

Hood keypoints are here!

The One Minute Pitch Often, it is important to focus on the main things Crafting the perfect one-minute pitch is crucial for capturing attention It should succinctly convey your idea, its value, and why it matters Keep it clear, compelling, and concise What's your one minute pitch? Feel free to share it in a comment. Investors from my audience will read it :) Credit: Founder Institute, Marcus Köhnlein Check my free newsletter for more insights: https://lnkd.in/dCpgAYjt

In today's evolving business landscape, understanding your investors’ perspectives is crucial. Don't miss this episode of Inside Today’s Boardrooms, where you'll gain valuable insights on how to navigate the investor landscape and drive sustainable growth.

BLOG: Ascend's President & CEO Bradley Rhorer touches on the subject of growing Ascend’s footprint and impact using three tenets: listen, lean in, and leverage. Read Brad's full letter here. ⬇️⬇️⬇️ https://ow.ly/K17v50R5Gt3

In today's evolving business landscape, understanding your investors’ perspectives is crucial. Don't miss this episode of Inside Today’s Boardrooms, where you'll gain valuable insights on how to navigate the investor landscape and drive sustainable growth.

Does the advice you are getting currently lull you to sleep? Not for long because we have the fix for you. Working with my team and I, you'll be awaken to a realm where advice moves mountains and reshapes destinies. With a dynamic approach and an unwavering spirit, we are transcending the ordinary to craft strategies that defy expectations and ignite transformation. Armed with innovation and fueled by passion, we are not just guiding clients, but propelling them to summit peaks they never dared to dream of reaching. It's time to shatter limits, rewrite narratives, and pave the way for a future where financial success knows no bounds. What is holding you back? _________________________________________ I talk about financial related topics and how to be 1% better every day. Follow and hit the 🔔 if you want more content. If you want to grow your portfolio, DM me to find out if we’re a “Phit”.

LEAD members, only 1 week remaining to register for the 2023 LEAD Conference #beboldandlead!! Still wondering if you should attend? Here are a few reasons that might convince you: • You will get to network with people within and outside your department • You will gain new perspectives on LEADing and fresh insights on communicating with your Customers/Peers • You will learn from in-demand Presenters and come back to the office with new tactics This week’s Workshop highlights are around: Financial Health: Mindy Helfrich from the Vintage Financial Group, will present on smart investing and unique financial challenges women often experience. She will also dive into the complexity of Railroad Retirement Benefits and other financial topics.  Reciprocity Ring: Dynamic group exercise that applies the “pay-it-forward” principle to your team or group while creating and cementing high-quality connections. People who use Reciprocity Ring get the information they need and solve real problems, both personal and professional.  Register today if you haven't already!