JFS Wealth Advisors’ Post

You, too, can achieve amazing results like our colleague, Todd Tauzin, and we can set you on a course for success to be just as UNSTOPPABLE! Now's the time to learn more about the career change you've been seeking. With training, development, and mentorship available to you, what are you waiting for? Start the conversation today by sending your resume to karen.perry@nm.com. #unstoppable #financialplanning #northwesternmutual #wealthmanagement

We're thrilled to announce that our CEO, Trevor Wilde, AIF®, MBA, has been recognized as one of the top financial advisors in the nation by Barron's Advisor! Named among the top 1,200 advisors nationwide and ranked #2 in Arizona, Trevor's dedication to excellence shines through his 16th consecutive year of this prestigious honor. Join us in congratulating Trevor for this well-deserved achievement! Keep an eye out for Trevor and fellow advisors in the upcoming edition of the Wall Street Journal, where they'll be featured for their outstanding contributions to the industry. #BarronsRanked #BarronsTopAdvisors  #WildeWealthManagement Listing in this publication is not a guarantee of future performance or success. Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisor’s practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Slow down. Breathe deeply. Connect and notice. Is this a helpful daily affirmation someone wise told me to say or a key overarching takeaway from my interviews about alternatives to selling your advisory practice with Shauna Mace, CHPC™️ of SEI, Matt Regan of Wealthcare and Andrew Marsh of Dynasty Financial Partners? Or is it both of those things? You be the judge. I know it must be a wrenching decision to think about folding your longtime business into a new parent or make another big change. Especially when you have so many investors racing into wealth management and such big valuations for these profitable businesses. Wherever you are on the practice management and professional development journey as a financial advisor, we at Financial Planning hope to be of assistance in thinking through your next big decision and all of the possible alternatives to help your clients, team and business. #rias #mergersandacquisitions #wealthmanagement #financialadvisors https://lnkd.in/gM9jeRcD

📣📰 🎉 We are thrilled to share an exciting development that's set to redefine the landscape of investment and wealth analytics. Since Kidbrooke's inception in 2011, our journey has been one of constant evolution, driven by our commitment to innovation and excellence in the analytics space. Today, we proudly announce our latest leap forward: the introduction of KidbrookeONE, our Unified Investment and Wealth Analytics platform. This strategic evolution from OutRank is more than just a change of name; it represents a significant enhancement of our capabilities, designed to meet the shifting demands of the financial industry. KidbrookeONE addresses the critical needs for efficient data management, personalised digital wealth management experiences, and advanced ALM tools, ensuring that financial institutions can not only keep pace with but also lead in today's dynamic market. KidbrookeONE is about enabling financial institutions of all sizes to provide their clients with informed, reliable and consistent guidance, thereby fostering a more financially literate and empowered society. 💫Welcome to the future of financial analytics—welcome to KidbrookeONE💫 📰Read the full announcement here: https://loom.ly/L6cRVUk #kidbrookeone #wealthanalytics #wealthmanagement #financialanalytics #retailbanking #assetmanagement #alm #privatebanking #insurance #financialplanning #investmentmanagement #kidbrookeapi #digitalisationinfinance

🗞️ RISR has announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott Hildenbrand, Frank Coates and David Henkin, will primarily fund strategic hires, service enhancements and platform development. Built to deepen relationships between advisors and their business owner clients, RISR unlocks the data and insights required to enable more personalized engagement. Business owners face critical decisions that directly inform succession planning, capital structure, estate planning, tax planning, investments, insurance and more. As private business data is notoriously disorganized and difficult to analyze, advisors lack the tools needed to help their clients optimize and protect their most valuable asset. To fill this gap, RISR seamlessly aggregates and analyzes key financial and business data to provide personalized insights that launch advisors into more meaningful conversations. “We believe deeply in the work that advisors do, which often blends tactics with the art of understanding a business owner’s hopes, dreams and desires. At RISR, we are hyper-focused on helping advisors better serve business owners. Sixty-five percent of them don’t have an advisor, and that doesn’t sit right with us. We designed our platform to change that.” - Jason Early, founder and chief executive officer #news #funding #seedround #advisors #wealthmanagement https://lnkd.in/e4UzzJM6

We're thrilled to announce that our CEO, Trevor Wilde, AIF®, MBA, has been recognized as one of the top financial advisors in the nation by Barron's Advisor! Named among the top 1,200 advisors nationwide and ranked #2 in Arizona, Trevor's dedication to excellence shines through his 16th consecutive year of this prestigious honor. Join us in congratulating Trevor for this well-deserved achievement! Keep an eye out for Trevor and fellow advisors in the upcoming edition of the Wall Street Journal, where they'll be featured for their outstanding contributions to the industry. #BarronsRanked #BarronsTopAdvisors #WildeWealthManagement Listing in this publication is not a guarantee of future performance or success. Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisor’s practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Estate planning strategies have been a very hot topic lately. Are you ready to review your plan?

In Alex Miller’s latest “Beautifully Frugal” blog, she introduces one of our Wealth Advisors, Connor Rosin. Read the blog for a Q&A analysis with insights from Connor on his experience and successes. #KerberRose #WealthManagement #BeautifullyFrugal

A general agent had a family office client who, because of internal family dynamics, was going to lapse a policy because he didn’t want to fund it anymore.  The original trustee had passed away and a dispute amongst family members left the new trustee in a position where funding the policy became problematic, thus his desire to stop the outflow of premium dollars and to make sure he maximized the value of the asset. Fact pattern: - Policy Type – Universal Life - Policy Issued – April 2006 - Face amount – $3,000,000 - Premiums paid – $930,000 - Cash Surrender Value – $0 - Insured – 96-year-old Female with no impairments After compiling medical records and policy-specific information, Melville Capital ran a competitive auction and obtained bids from several interested Institutional Funds. We delivered $1,120,000 NET to the trust (where they would’ve received $0 had they surrendered it), reclaiming all premiums paid into the policy. In addition, the trustee no longer had $300,000/year in ongoing premium payments, which was a current point of contention amongst the different constituents. The LS option can be useful to individual, trust or corporate life insurance policy owners as circumstances change – whether it's because of a divorce, the death of a beneficiary, estate/exit/succession planning, lifestyle or health changes, mergers & acquisitions, restructuring, bankruptcy, or one's kids have grown up. Some more examples of our individual client outcomes: https://lnkd.in/gVVFhSUk Some more examples of our corporate client outcomes: https://lnkd.in/gxhs6B9v Please DM us or call 866-511-5990 with any questions or for a complimentary policy review. -with Doug Himmel, Justin T. Blau, and Matthew Nierenberg #lifesettlements #insurance #estateplanning #financialplanning #bankruptcy #restructuring #exitplanning #successionplanning

🔔Looking forward to our first 2024 SAM Client Webinar this coming Monday! 📊 *If you are a SAM client and have not yet registered and would like to do so, please reach out to your Wealth Manager. #ClientWebinar #WealthManagement #ClientAppreciation #AssetManagement