Gibson’s Post

📽 Hear what our CEO, Emma Bell has to say about all the exciting things going on at Chapter One! #ChapterOne #itallstartswithliteracy #employeewellbeing #socialvalue #socialimpact #socialmobility #literacy #corporatepartnerships #corporatevolunteering #employeevolunteering

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness

Discover the unique experiences of our Founding Partner, Bob Minker, and Managing Partner, Robert Minkler Jr., in the latest issue of Missouri Society of CPAs The Asset. This father-son duo shares some of their journey in the accounting profession, revealing how their shared passion and dedication have shaped their careers, influenced our firm and inspired our team. Read the full Q&A to get an inside look at what it truly means to have "CPA in the DNA." https://lnkd.in/gBJBPgMs

Consumer Duty has raised the bar in terms of how advice firms evidence the value they bring to their clients. But with value meaning different things to different people, how can firms accurately display the value they bring to each of their clients. Our Technical expert Justin Corliss FPFS shares his thoughts with the team at Professional Paraplanner. Take a look: https://ow.ly/7PhM50SMhc1

I'm very excited to welcome Bill Whitt to the Datos Insights wealth management team. As a strategic advisor, Bill will put his robust analytics capabilities and insights and industry experience (Charles Schwab, CME Group, Northern Trust) to work on behalf of our clients. Upcoming areas of focus include goals-based investing and the evolving role of the financial advisor. #data #insights #innovation #digital #wealthmanagement #financialplanning #goals #portfoliomanagement #billing #fintech #investments #strategy #advice #retirement #privatebanking #financialwellness #bigdata #AI #genAi

If your goal is to own a practice in 2024, we're determined to make it happen. You don't have to navigate the pathway to ownership alone. When you work with Blue Heron Consulting, you get a team on your side every step of the way. Learn more about starting your legacy at https://lnkd.in/eMG_RDez

In the inaugural edition of the “From the President’s Chair” quarterly update, John G. Ullman & Associates President & COO, Jason Nickerson, CFP®, EA sits down to discuss 2023, the milestones that were celebrated, his message for JGUA clients heading into 2024 and more! *Please note, the interview has been edited for length and clarity. Read Here - https://lnkd.in/ewRmMihD #WealthManagement #FinancialPlanning #CompanyUpdate #FinancialAdvisor #CertifiedFinancialPlanner #EnrolledAgent

Want to avoid burnout? Want to take the stress out of your practice? Want to be the lawyer you want to be and get really good in your practice? And get better control of your life? Find your lanes and stay in them. Having a practice where what you are handing is second nature to you allows you to focus on your systems and efficiencies vs constantly learning new and complex law that is foreign to you and where you’re never/ever going to catch up with opposing counsel that is a subject matter expert in the litigation and knows all the law and accompanying nuance.

Its not just a year for the election of country leaders with a huge percentage of the global population voting this year (including the UK) we also have a number of law firm leadership teams transitioning out, DLA and Dentons being two of the largest global law firms. It makes you think how can law firm leaders differentiate and what are the topics partners really need to be convinced on. A continuity vote isn't likely to fly. Certainly not at DLA or Dentons, but how can law firm leaders differentiate in a time of volatility, geopolitical change, and global competition is fierce. I would start with the people strategy, root and branch, you cant win the minds of the partners without a significant focus on people, this draws in topics like how diverse is your firm, what can be done to create a more inclusive environment and how do you deliver a culture that works? Profitability, all firms need to focus on profitability but behaviours become entrenched, wage inflation has been an issue and utilisation can only be ramped up so far, price savvy clients want value & service (emphasis there on service) and are not as excited about law firm profitability as the partners themselves. It's a difficult balancing act but you cant win an election without an agenda that enhances profitability. Change, digital transformation, AI, being on or ahead of the curve is vital but the larger the firm the more challenging it is to find a global solution, the more costly and the greater the risk when exploring new or emerging tech. Get that right and you are onto a winner, get that wrong and you wont be thanked! Surround yourself with the most impactful leaders not the loudest voices. Selecting the team around you is mighty challenging, you will have to make some difficult decisions but global decision making needs to be devolved and absent an exceptional support team you will fail to deliver on your strategy. This may mean drawing in mins from outside of the legal sphere. 2024 is going to be a showstopper! It's worth saying just how impressive Simon Levine has been as a leader and where he leaves DLA as a firm today!! #law #elections #lawfirm #fidessearch #webringtherightpeopletogether

They say the apple doesn’t fall far from the tree. If this post’s photos of industry leaders and young staff is any indication, the adage rings true. These young padwans are in good hands with Knight Frank senior management. As mentors and powerful industry voices, our #global and #local leaders have decades of experience between them. They offer many opportunities for #nextgen to write their own Knight Frank stories and chart their own successful #realestate career paths to be proud of. Set goals. Reach out. Ask questions. Seek answers. Break new ground. The future shines bright.