Halpern Financial, Inc.’s Post

Exciting News! We are thrilled to announce that Financial Advisor, RJFS and CEO of Leeward Financial Group, John Piotrowski, has been recognized as one of AdvisorHub’s “Advisors to Watch: Next Gen”! Johns dedication to his clients and relentless hard work for Leeward Financial Group have set a benchmark in the industry. Congratulations, John, on this well-deserved recognition! We are incredibly proud to have you leading our team and inspiring us every day. To read the full list of the advisors in this category, visit https://lnkd.in/ezcQJRR7. #LeewardFinancialGroup #LighthousePoint #Florida #AdvisorHub #NextGenAdvisor #AdvisorsToWatch #ClientDedication #IndustryExcellence #Leadership #Congratulations The 2024 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regard to providing investment advice or management. This ranking is not indicative of 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 AdvisorHub.

😃⁉️ Are you attending Wealth Management EDGE conference May 13-16? If YES YAY‼️ If not, here’s what you are missing 🤯: 💥Join 2,000+ industry leaders 💥including 1,000+ advisors from the country's largest RIAs 💥literally a networking Mecca‼️ 💥So many amazing presentations by the best in the business I have placed a link to the agenda in the comments section. You Do Not Want to Miss This💯🎯 Many conferences boast that there is some thing for everyone, but at #WMEDGE it is real‼️ 🌟Friends and peers I can’t wait to see (way too many to list here, but just to give you a taste): 😎 Shannon Rosic Mark Tibergien Lisa Crafford Michael Kitces Matt Ackermann, Chief Content Officer David Armstrong Toussaint Bailey Mark Bruno Diana Cabrices Cary Carbonaro, CFP®MBA Marguerita (Rita) Cheng, CFP® Matt Halloran Kate Healy Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® Samantha Russell Dana L. Wilson, MBA #fintech #finance #WealthManagement #RIA

If you are an adviser looking to grow your business, this is an event not to be missed! Consilium is excited to host this one-of-a-kind event, bringing you a stellar line up of guest presenters, including international speaker and adviser referral expert, Dan Allison from the USA. We are also pleased to announce industry leader David Greenslade, Strategi Group and commentator David Boyle as MC for the event. Find out more and register here https://lnkd.in/dYi97K9y Gain insights from business leaders, industry experts and fellow advisers on how they have achieved growth in their own practices including; ✅ THE POWER OF REFERRALS Valuable insights into how you can use referrals to boost your business, without feeling salesy. ✅ BUILDING A SUCCESSFUL ADVISORY BUSINESS Discover the traits of a prosperous financial advisory business from an industry expert, including 7 hard won business lessons you'll want to know. ✅ INDUSTRY LEADERS SHARE THEIR INSIGHTS Uncovering new opportunities, creating efficiencies and implementing growth strategies into their own practices. ✅ INTERACTIVE PANEL DISCUSSION FROM FELLOW ADVISERS If you're ready to move your business to the next level register today - https://lnkd.in/dXmvbmfv   #Consilium #businessgrowth #Advisers #financialadvice #businessleaders

Any business owner and CEO who is serious about mastering the art of knowing how much of their company's profit to reinvest in the business and how much to take out as dividend payments to the shareholders should watch this master class!

Really!? The announcement of "#independent Directors" in situ as if it is an innovation......it seems ASX Principle 2 - Recommendation 2.3 has been a revelation to some, but to most of us, it has been a preferred way to insure that behaviours and decision making within a board are monitored by a truly impartial cohort of Directors "#independents" . The appointment of Independent directors should NOT be an afterthought or strategy to safeguard the repeat of poor practices , it should have been there from day one to prevent said poor practices & decision making. Please use the Principles to structure & inform your Board, they are applicable to all Boards!!! #bestpractice #boardstructure #effectiveboard

This morning, Albert Musyoka led The Men's Book Breakfast ~ The MBB T292 in a very engaging and fruitful discussion of "How Boards Work by Dr. Dambisa Moyo", focusing on Chapter 4: Five Critical Issues No Board Should Ignore. Some highlights on the conversation are listed below. The book, and the team, acknowledged that the boards are tasked with ensuring perpetuity of the organizations, not just CEO succession plans, to this end, they need to plan and mitigate against many things, some highlighted in the book are as below: 1. The Risk of a More Siloed and Protectionist World 🔹De-globalization is real, with each country/region/block looking out for itself, this is increasing work complexity (different regulations) and heightening production and labour costs 🔹While total deglobalization may be a long shot, how do organization minimize cross country interdependence? Is it sustainable? 🔹What is the impact of unforeseen global pandemics on products, services, and workforce, and hence operations, profitability, and sustainability if a business? 2. Sea change in investment landscape 🔹Businesses exist to satisfy their shareholders (and communities they operate in) 🔹It is the role of the board to pay attention to all investors and care for their interests. 🔹How do you address the passive investors and activist investors? What role do geopolitics play on investments? 3. New Technological Developments 🔹The rise of AI, ML, Remote Working, Cryptocurrency etc is unavoidable, how are boards preparing for the disruption that comes with the advancement in stock trading, investor management, workflow management etc? 🔹Boards need to evaluate and mitigate the data privacy and ethical issues that arise with technological adoptions. 4. Global War For Talent. 🔹Arguably, newer generations are less educated, yet mostly more skilled, especially in newer technologies. 🔹How do boards fight to get the top talent, whether locally or internationally, in a fast moving, competitive, globalized world? 5. Short-termism 🔹CEO and board member terms are becoming shorter over the years. Is it enough time to solidify long-term goals for the company? 🔹How do boards prepare for black swans, low probability, high impact events and mitigate early. 🔹Most boards engaged in succession planning, not focusing on the long term impact of quick succession changes within the organizations. Take-aways in the book so far: 1. The African context is not coming out very well, but the global outlook is well done, very insightful. 2. We need to be flexible and knowledgeable, ready to learn, relearn and unlearn to remain sustainable. Not only in the boardrooms, but also in our personal space, family setup, and as a country/ government. Laban Bore Jeremiah Muturi DARWIN OMBOGA Francis Amani Charo MBA ( Ongoing) ,Economist, CPA (K) Peter Kamau and of course the team lead Nicholas Mbugua (MSc,CPA,CAMS,ACCPA) We look forward to the next and final session for the book. 🥂

Comprised of driven Financial Executives International (FEI) Chicago Chapter Members and Young Business Professionals, the FEI Chicago Analyst & Associate Board (A&AB) endeavors to enhance connections between the financial leaders of today and the financial leaders of tomorrow. Learn more: https://bit.ly/2QBll74 #financialexecutivesinternational #cfochicago #feichicago

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"We have never experienced more #disruption in the world than we have over the past 12 months. And the speed of that disruption in particular is what presents the greatest challenge for companies, but also, I believe, the greatest opportunity.” Hear more thoughts from Consello’s Founder, Chairman and CEO Declan Kelly about what’s on the horizon for business leaders as we get closer to 2024. https://lnkd.in/eQwZxd35

The recent discussions around deglobalization are intriguing . While there's a move towards more regionalized economies, I believe complete decoupling is unlikely. This is the time for Africa to look home and wake-up