As Carrick Wealth approaches its 10th anniversary this October, I found myself taking a trip down memory lane.
While sifting through old files, I stumbled upon a birthday card from our co-founder, Mike Fannin, given on our second anniversary. It's a poignant reminder of the journey we've embarked upon together.
Reflecting on the past decade, it's evident that the pillars of our success at Carrick have been teamwork, consistency, surrounding ourselves with exceptional individuals, and maintaining agility in an ever-evolving financial landscape.
Teamwork has been the backbone of our organisation. The synergy between our dedicated team members has turned ambitious visions into reality. It's through collaborative efforts and mutual support that we've navigated the complexities of wealth management, always striving to deliver the best for our clients.
Similarly, consistency in our service, ethics, and professionalism has been crucial. It is what has earned us the trust and loyalty of our clients.
On the other hand, none of this would have been possible had we not surrounded ourselves with great people, both within the company and in our broader network. Their collective wisdom, experience and expertise have been instrumental in shaping our strategies and guiding our decisions.
Agility, perhaps now more than ever, is vital in our industry. The financial world is characterised by rapid changes and unforeseen challenges. Our ability to adapt and evolve, to be agile in our approaches while maintaining our core values, has been key to staying ahead and providing exceptional service.
As I thank Mike for his years of unwavering support and invaluable contribution, I am reminded that success is not just about individual achievement but about the collective effort. It's about the people you journey with, the bonds you build, and the shared commitment to a common goal.
Our story will turn 10 in October. Who knows what the future holds? With the right people, core values and a progressive outlook - you can be sure it will shine.
#CarrickWealth #Teamwork #Consistency #Leadership #BusinessSuccess #WealthManagement #AnniversaryCelebration
Executive Managing Director, Head of Wealth Management and President of Momentum Independent Network
3moWelcome to HTS !!! Glad to have you join The Herd!