First Horizon Bank’s Post

Over the holiday period we saw a slight uptick in licensee switches. Alliance Wealth sees the biggest gain of the week with 5 joining, most coming across from Crown Wealth Group. A big welcome to 2024’s newest advisers: Lisa-Maree Grono (Count Financial), Joanne Bombardier (RGM Financial Group), and Briellen Fenoglio (Divitia). Congrats! Your Adviser Ratings profile is ready to be claimed (link in the comments) 👇 Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

As we enter our 14th year in business, KBRA’s increased market footprint and annual growth ‘doesn't happen in a vacuum,’ noted Karen Daly, Head of Public Finance. “"It reflects the quality of our work and the acceptance by the market," she said of KBRA’s “experience, deep bench of analysts, and its ability to articulate ratings positions that gain the trust of intermediaries and resonate with issuers.” Read the full Bond Buyer story today: https://lnkd.in/ekY3AkHf #publicfinance #muniland #municipalfinance

Our outstanding customer approach has been shaped by longstanding partnerships and valuable feedback from our clients. This has paved the way that Principal & Prosper have operated since 2003 🙌 We're grateful for all the reviews we receive, they solidify our team's unwavering hard work and attention to individual needs. Take a look at what some of our clients have to say in the images. Learn more about us: https://loom.ly/DlcAIXo #financialadvice #financialsupport #investmentadvice #moneymanagement

KBRA’s Financial Institutions Senior Managing Director, Joseph Scott, spoke today at Informa’s #PrivatePlacements Industry Forum. Joe, along with the other panelists, explored the question: how are #assetmanagers performing in the current environment? Learn more about the KBRA difference at www.kbra.com | #insightfulresearch #creditratings

Zakary “Mack” Cianciolo brings more than 10 years of experience to the Heritage Team, where he approaches the advisor/client relationship with the utmost respect. “Most advisors lack the ability to connect with the client in a way that allows them to truly understand their world. That’s most unfortunate for the client because they don’t achieve the optimal result. At the end of the day, that won’t cut it; we’re in the business of doing the greatest amount of good for our clients, and anything less is unacceptable.” #theheritageteam #financialplanning #financialadvisor #wealthmanagement

Some Testimonials from the younger and successful generation that I've had the pleasure of working with either personally and/or professionally. Thank you Chantal M. and Sarai Gonzalez. I am so proud of both of you and all of your successes. https://lnkd.in/ejxfnXV5 #financialhealth #financialwellness #womanownedbusiness #middlemanaccountant #collections #accountingservices #increaseROI #maximizeprofits #financialanalysis #RevenueAccelerator #financialliteracy #youngentrepreneurs #educatetheworld

We’re proud to pass on value from our tiny OCF of 0.31%* to clients without compromising performance across the AJ Bell Growth Funds range. In fact, all six of our Growth Funds have delivered first quartile returns over the past five years. See what all the fuss is about: https://lnkd.in/e3wiA4-E *As at 18 April 2024. Past performance is not a guide to future performance and some investments need to be held for the long term. Capital at risk.

HUGE Congrats to Sean Howe, CFP® CEPA® on making AdvisorHub's list of 1000 Advisors to Watch! In case you've ever been curious about what type of leader Sean is, here's a quick anecdote: The announcement of the list came out on Thursday. I was attending a business education course all week (more on the that in another post) so didn't really have a chance to dig in - but got the notification I made the Next Gen list and was PUMPED! Sean texted me about 10 minutes later to let me know I made it. High five moment. The NEXT DAY, I'm catching up on everything from the week and realized "OMG Sean made the list of Advisors under $1 Bil!" Here's the text exchange: Me: "OMG did you know you also made the list?!" Sean: "Yup!" Me: "Why would you not say anything?!" Sean: "Bc that was your moment!" So - if you can please join me in Congratulating Sean and Celebrating HIS moment, I'd really appreciate it. Thank you to our teammates Gary Cundall and Xavier M. who support us and our clients each and every day. https://lnkd.in/eZTNM35X The 2024 AdvisorHub “Advisors to Watch” award was announced June 2024. Data as of 12/31/2022 and 12/31/2023 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Did you know that the first four months of the year are known as the TFSA 'danger zone'? Travis Koivula, a Senior Wealth Advisor at Island Savings Wealth Management, was recently interviewed by The Globe and Mail’s Rob Carrick to explain what the TFSA ‘danger zone’ means and how to avoid it. Travis is not only a gifted advisor, but he was also recognized as a finalist for the 2024 Vancouver Island Business Excellence Awards! Are you today years old when you learned this? Don't sweat it! Make sure to check out this article from the Globe & Mail for more facts to keep in mind 👉 https://lnkd.in/gHkBZSZd

Did I mention it ... implementations can be hard! 🤖 A huge thank you to team Jovia Financial Credit Union, Evan Get, Dennis Klemenz, Robin Block, Casey Mauldin and the rest of the wonderful Jovia family! From the initial strategy sessions in person in Long Island, where we planned out the project goals, to a brief but unforgettable pause to enjoy Jovia Financial Credit Union's incredible Super Bowl ad earlier this year – the teamwork was phenomenal. Honestly, I feel so lucky to be working with y'all! We navigated every challenge -- yes, no implementation is challenge-free -- with precision and dedication, culminating in a successful launch. I wanted to express how grateful were are for the hour-long conversations around change, Processes and People. (Change)-managing Processes and People is equally as important as the technology solution itself. As Evan Get flatteringly stated, "I want to thank the Clutch team for working hard to make this launch error-free, a great technical achievement in my book!" Here's to more successful partnerships and celebrating every milestone along the way! 🚀 #Partnership #Teamwork #DigitalTransformation #CreditUnions