John Rogers’ Post

Financial advising isn’t just about making sales—it’s about deeply understanding your clients and their needs. Young advisors at Black Diamond aren’t just learning to sell; they’re learning to truly serve. Jeffrey Puglia, CFP®, AIF®, ChSNC®, founder of Black Diamond Financial Solutions, and Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, AEP®, Partner, discuss why focusing on client conversations and digging deeper beyond the basic data is key to better financial planning. 👉 Watch the full video for insights on developing the next generation of financial leaders! #ClientFocused #FinancialPlanning #YoungAdvisors #BusinessSkills 

We're excited to share that Barron’s has recognized Randy Linde on their 2024 Top 100 Independent Financial Advisors list. We're so grateful for this honor and to our outstanding team for their support. Together, we provide an outstanding experience worth talking about. https://bit.ly/3U0P8DS . . . . . #AGP #AGPWealthAdvisors #BarronsTop100

We're excited to share that Barron’s has recognized Randy Linde on their 2024 Top 100 Independent Financial Advisors list. We're so grateful for this honor and to our outstanding team for their support. Together, we provide an outstanding experience worth talking about. https://bit.ly/480OFY6 . . . . . #AGP #AGPWealthAdvisors #BarronsTop100

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is 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 advisors' 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.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is 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 advisors' 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.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is 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 advisors' 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.

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is 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 advisors' 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.

Check out what you missed from Christopher Argent, Michael Mills, and Amanda Thurlow in this morning's session - the secrets for a successful nomination for the Digital Finance Function Awards! 🔍 Once you've uncovered all the secrets, why not nominate yourself, your team, or a peer for this year's awards? Remember, nominations close on Monday, 29th! ⏳ Access the nomination form in the comments below 👇 #cfos #financeleaders #accountingandfinance

Grateful for the insights gained at our monthly business review! With a clear roadmap in hand, we're poised to seize opportunities, overcome challenges, and drive success in the upcoming financial year. Let's harness this motivation and turn our vision into reality! Thansk to Vishal Khanna #BusinessStrategy #FinancialPlanning #TeamMotivation #Abfrl

Up 11 spots from last year