We are honored to recognized by USA TODAY and Statista as one of the Best Financial Advisory Firms of 2024! We are proud of the dedication and effort our advisors put into helping their clients achieve their goals every day. This award is icing on the cake - congratulations to all! You can read the full article here: https://lnkd.in/e-ARUzCM
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/eedwm9GF. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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USA TODAY recognized EP Wealth Advisors dedication to clients and consistent growth, ranking us #14 on their annual Best Financial Advisory Firms list for 2024! We are honored to be included, with special acknowledgement to our clients and employees who made this recognition possible! This ranking highlights financial advisory firms in different segments, taking into account their growth in assets under management and recommendations from clients and peers. Click here to view more details about the ranking: https://hubs.la/Q02vVbZp0
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/enzrdUPP. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/eNQshW8d. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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👉👉Are you an advisor that feels stuck at your current firm? 👉👉Do you want to learn more about what other firms may offer? 👉👉Then reach out to Kristy Puckett "KP" or Bruce Wiitala and invest a few minutes of your time learning about what’s possible!
🎉 We are thrilled to announce we have been named one of the Best Financial Advisory Firms by USA TODAY and Statista for the 2nd year in a row 🎉 Our firm is dedicated to making an impact on the lives of our clients, advisor partners, and our team. We are a client experience company first, a technology company second, and a platform delivering supported independence for Advisors third. It is an honor to see those efforts recognized in the industry! 💙 🏆 Learn more about our awards by visiting https://hubs.li/Q02wp0Hc0. #RIAoftheFuture | Bobby White, Shannon Spotswood, Rick Wedell, Abby S., Kenneth J. Kim
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/gUiZNFfh. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/eedwm9GF. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/gYWadcBY. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
To view or add a comment, sign in
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Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/eedwm9GF. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
To view or add a comment, sign in
-
Join my KPMG US colleagues JT Kaufmann, Syril Mathai, John Whalen, and Lauren Curtis on May 16th at 2:00pm ET for this upcoming webcast to learn all about transforming the financial close process. Watch below for more from Lauren Curtis, and click here to register: https://lnkd.in/eKwXR_wW. #FinanceTransformation
Webcast 05.16.2024 | 2:00 PM ET: From Digital Close to Intelligent Close
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