James Moyer, CFP®, MBA’s Post

Meet Courtney Moriarty, one of our Wealth Analysts, in this month's edition of our employee feature series. Head over to out Schneider Downs Wealth Management Advisors, LP page to watch the latest video and discover more about her personality type and how that influences her working style with clients. #finance #employeefeature #wealthmanagment #careerpath

Meet Courtney Moriarty, one of our Wealth Analysts, in this month's edition of our employee feature series. Head over to out Schneider Downs Wealth Management Advisors, LP page to watch the latest video and discover more about her personality type and how that influences her working style with clients. #finance #employeefeature #wealthmanagment #careerpath

Long Island advisors at other firms if you’re the least bit unhappy or unsure if you’re in the right spot, let’s have a confidential chat

We got JD Power again !!! Check out the video #Stifel

🌟 BellWether Associates: Your Journey to Financial Empowerment Starts Here with YOUR PERSONAL CFO™! 🌟 At BellWether, we're not just about wealth management; we're about building relationships. Hear it from our co-founders, Brijesh Damodaran and Ashish Padiyar, as they unveil our vision and philosophy that sets us apart. 🔹 Our Vision: To become the first port of call for all matters of personal finance and wealth creation. We aim to be more than a service provider; we're a partner in your financial journey. 🔹 Our Philosophy: Your success is our success. With a client-centric approach, we embody the role of YOUR PERSONAL CFO™, meticulously connecting the dots between your financial needs and aspirations. What we do: 🚀 Tailored Wealth Creation: Every strategy is designed with your unique financial goals in mind. 💡 Client-Centric Approach: What's good for you is inherently good for us. 🌐 Comprehensive Solutions: From personal finance to wealth management, we cover all bases. 🤝 Trusted Partnership: We are committed to being by your side, every step of the way in your wealth creation journey. Join the BAL family and experience a partnership that transcends traditional wealth management. Let's help you strengthen your relationship with your finances. 🌐: www.balcfo.in #BellWetherAssociates #WealthManagement #FinancialEmpowerment #PersonalFinance #InvestingForFuture

🚀 Employers play a pivotal role in driving financial empowerment! 🌟 #FinancialLiteracy + #FinancialCompetency = #FinancialManagement 💼 By investing in employee education and resources, companies can be the catalyst for a culture of financial wellness and success. It's time to empower every team member to take charge of their financial future! Together, let's transform the landscape of financial management. 💡 #WorkplaceWellness #EmployeeEmpowerment #FinancialWellness #InvestInYourTeam #FutureReady

BIG ANNOUNCEMENT! We are delighted to share that Allen Trust Company has undergone a significant transition from an individually owned firm to an employee-owned structure! As stated by Stuart Allen, CEO, “Ownership provides not just financial benefits but also enhances employees' influence on decision-making processes.” Follow the link to read more about what this transition means for our company. https://lnkd.in/gKadGVj3 #AllenTrustCompany #EmployeeOwned #OwnershipTransition #CompanyTransition

2023 has left companies, #compensation committees, and #boardofdirectors with unique challenges heading into 2024 compensation planning. Join Latham & Watkins partners Michelle Carpenter, David Taub, and Bradd Williamson, and Semler Brossy's Roger Brossy and Blair Jones, on November 29 to discuss these key issues for #executivepay as we head into 2024. Register: https://bit.ly/3FXyxJJ.

Individualized planning at its finest!

In this blog post we explore the three key reasons behind many transitions—culture, compensation, and control—and provide insights into how each factor can influence an advisor’s decision to switch firms. https://hubs.la/Q02vB7Ts0 #financialadvisors #advisortrends #advisorsinmotion