First Service Credit Union’s Post

The Association of African-American Financial Advisors (AAAA), one of the most revered and respected organizations in the wealth management industry, recently revealed its list of the top 50 Under 50 Black/African American Financial Advisors and Planners in the industry. These high-flying individuals, all under the age of 50, have significantly contributed to the field of wealth management, serving as pillars of our community, creativity, and leadership. In acknowledging these inspiring achievers, AAAA not only celebrates their individual accomplishments but also casts a spotlight on the talent, tenacity, and tremendous potential of the next generation. The Association hopes that this recognition will inspire others to aim high, dream big, and create a meaningful impact in our community. The 50 Under 50 Awardees are testaments that age is no barrier to achievement, and it's the audacity of dreams coupled with hard work that crafts the contours of our shared future. Join us in congratulating our 2023 50 Under 50 award winners for their remarkable achievements and promising journey ahead! Visit the link to access the full list of AAAA's 2023 award winners: https://lnkd.in/drw2QhzA #wealthmanagement #blackexcellence #equityandinclusion #blackwealth #blackgirlmagic #diversity #Financialadvisors #financialplanners #assetmanagers #diversityequitybelonginginclusion

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

Giving voice. Connecting resources. Reforming power structures. https://lnkd.in/e-3aKX7z

💬 "This achievement is the result of a collective effort, fuelled by an extraordinary amount of hard work and commitment from every corner of our organisation" Read the last blog from CEO Martin Hodgson on our website: https://buff.ly/4avcQhX

The team at Corporate Central Credit Union get it and were a blast to work with. Can’t wait to do the next one! If you are looking for a more engaged, collaborative workforce that can spark meaningful culture improvement in your organization- Everything DiSC® is the perfect option. I would love the opportunity to come work with your teams and discuss their preferences and tendencies based on the DiSC® model. Contact me to discuss more. For those that are familiar with Everything DiSC®, any thoughts on which style profile I am? 😁 #everythingdisc #traininganddevelopment #training #personaldevelopment #hospitality #hospitalityindustry #bankingindustry #creditunions #leadership #leadershipcoaching #leadershipdevelopment

Being a part of Pisces Wealth Team has been such a fun experience and to see the team make the list for a 2nd year in a row is amazing! Way to go James, Greg, and the rest of the team. ______________________________________________________________________ 2024 Forbes America's Top Wealth Management Teams Best-in-State The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://lnkd.in/gEimwwwh for more info.

Have you ever considered, or been recruited for board membership? What do you look for when making a decision? How do you determine alignment? Ron Kirk, former Dallas Mayor and former Texas Secretary of State, has some simple, but good advice. #boardmembership

The 2024 class of 40 Under 40 includes notable individuals making a difference at their organizations and throughout the industry. Meet them here: https://ow.ly/r8eq50QAf1E

This week's highlight for National Black Business Month is what you all have been waiting for! And we will not delay! We present: Affinity Consulting Group NEFL, LLC. This power packed women-owned consulting firm helps improve client profitability, generate new business revenue streams, and advise on expert practices to meet your needs. ACG’s expertise lies in strategic planning for increasing profits while providing data-driven solutions so you can reach all of those goals! In today’s competitive environment, every company has its hands full just trying to keep up in the market; this isn’t any different at private or public sector organizations across various industries. The difference between them is who they choose as partners – from government agencies down through small businesses to social enterprise groups. This is why ACG is here! They stand to help you get the most from your resources. They have a track record of developing long-term personal relationships with customers by providing accessible, knowledgeable experts so they can make an educated decision on how best to use their funds and expand access for themselves or organizations in need! If you are ready to expand in business, visit ACG's website today! www.acgfl.com #AACCCF #WeMeanBusiness

Are you the Hampshire Business of the Year? 🏆👀 Sponsored by Menzies LLP, this award is perhaps the most sought-after accolade in the region. This hotly contested category will be a close one to call at this year's Hampshire Business Awards as all the top names in the region compete to be crowned the Hampshire Business of the Year. Think you've got what it takes to win it? Then get your nominations in now! Entering the awards online is quick, easy and absolutely free. For more information, click here: https://bit.ly/3NFSMPx #HantsAwards #business #awards #businessnews #businessintelligence