John Piotrowski, CFP®,APMA®,CRPC®’s Post

Congratulations to Eric Harrison, co-Founder, and co-CEO, for being recognized by Forbes as a Best-in-State Wealth Advisor. Thank you Forbes for this recognition.   #Forbes #ranked The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

Recognizing a Leader: Ted Halpern’s Standout Achievement in 2024 🌟 Ted Halpern’s ranking as #74 in the “150 Advisors to Watch – Over $1B” by AdvisorHub is not just an honor—it marks a year of unparalleled dedication and expertise in wealth management. This distinction, achieved amid a record number of nominations, highlights Ted’s enduring commitment to delivering exceptional financial guidance at Halpern Financial. Celebrate with us as we acknowledge Ted’s significant contribution to the financial sector and our community. His innovative strategies and steadfast dedication continue to set the standard in our industry. 🔗 Explore More: https://lnkd.in/eBKtUsf5 ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #LeadershipInFinance #HalpernFinancial #AdvisorHub #Top1000Advisors

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, 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 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and 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 42,108 nominations, roughly 8,500 advisors received the award. 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 visit https://lnkd.in/eAyWUPUh for more info.

I am honored to announce that I have been recognized as one of the 2024 Forbes Best-In-State Wealth Advisors. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Our mission to uplift the profession through specialized knowledge and education continues to move forward – and 2023 brought some big steps. Not only did we earn recognition as a finalist at both the 2023 WealthManagement.com Wealthies Awards and the ThinkAdvisor LUMINARIES Awards, but also we took home the Wealthies Award for our work with independent advisors and research dedicated to powering the business growth of RIA firms. In addition, our specialized designation programs brought unmatched knowledge from the field’s foremost experts to nearly 7,000 financial professionals – making a powerful mark on the industry. Stay tuned for more stories of impact to come and see how we can expand your opportunities. #financialservices #impact #expandyouropportunities #specializedknowledge

As we approach the new financial year, it's essential for boards to stay ahead of the curve, act decisively, and make well-informed choices. Find out the key questions directors should be posing to themselves to ensure you're on the path to success from WW's Danita Ferreira.

In today's dynamic business landscape, directors are expected to exhibit heightened professionalism and a diverse set of soft skills beyond traditional responsibilities. Stakeholders demand transparency, ethical behaviour, and social responsibility from corporations, starting with boards at the top. Explore the changing landscape shaping board behaviour in the below article, co-authored by Peter Kronborg and Melinda Muth at Peakstone Global – one of Board Benchmarking’s global advisory partners. https://lnkd.in/gBUnbVra #BoardReviews #BoardBenchmarking #BoardSurveys #LeadershipInsights #CorporateGovernance #boardeffectiveness

I am honored to announce that I have been recognized as one of the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

I am very honored and humbled to be recognized by Forbes for this award for the fifth time in six years. I could not do this without the best team ever in Tom Faley, Seth Pirc, Jeni Gonzales, Ali Boop, and Sean Price. Here at Faley Eckerman Wealth Management Group, we feel like a family, and we believe that this differentiates us and allows us to provide exceptional experiences for our clients. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Edward Jones, once synonymous with advisor loyalty, witnessed a surge in departures the last three years, prompting a closer examination of underlying dynamics: Key Insights: 𝗗𝗲𝘀𝗶𝗿𝗲 𝗳𝗼𝗿 𝗖𝗼𝗻𝘁𝗿𝗼𝗹: A common thread emerged—advisors seek increased autonomy over their business, with independence becoming an attractive alternative. 𝗟𝗲𝗴𝗮𝗹 𝗖𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝗶𝗲𝘀: Legal battles, exemplified by cases like Cory Clem's, underscore the firm's loyalty in safeguarding "their assets" during advisor departures. 𝗖𝘂𝗹𝘁𝘂𝗿𝗮𝗹 𝗘𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: Former advisors reminisce about how the culture once was, citing a shift towards compliance-first approaches. 𝗣𝗿𝗼𝗺𝗶𝘀𝗲𝘀 𝗮𝗻𝗱 𝗥𝗲𝗮𝗹𝗶𝘁𝗶𝗲𝘀: Skepticism surrounding promises of change, especially when top producers' proposals were initially dismissed, only to be revisited after a notable departures. The firm's responses, such as expanding teaming options and investing in technology, reflect an acknowledgment of these concerns. 📚 Read more about the evolving financial advisory landscape and the challenges faced by advisors in our latest case study: https://bit.ly/3SsusUS Winthrop & Co. 💡 #EdwardJones #FinancialAdvisors