KJT’s Post

Our very own CBIZ CEO, Jerry Grisko Jr., took to the NYSE trading floor for this special #NYSEFloorTalk episode! 🎙️✨ Watch his interview with Judy Khan Shaw below.   #nyse #TeamCBIZ #accounting

Celebrating Unprecedented Success: A Journey of Triumph and Dedication In the fast-paced world of financial services, where achievement often takes years to manifest, the extraordinary can sometimes unfold in a remarkably short time. This is the story of our phenomenal success, a testament to unwavering dedication, exceptional leadership, and collaborative spirit. In the first quarter of 2024, our agency, nestled under the Central 1 Zone, celebrated the birth of #First Million Dollar Round Table (#MDRT) qualifier. This remarkable achievement was just the beginning of a journey that, in a mere six and a half months, led us to yet another pinnacle of success. Together with the steadfast leadership of our Regional Director, Vincent Wong, we have produced our #First Court of the Table (#COT) qualifier for the year 2025. This journey of success has been a collective effort, and I extend my deepest gratitude to Head of Sales Ms.Felicia Lee and RDOA Mr.Vincent Wong. Their guidance, support, and unyielding belief in our potential have been instrumental in reaching these milestones. Their commitment to excellence and their ability to inspire those around them have been pivotal in our achievements. Our accomplishments would not have been possible without the visionary leadership of our CEO, Mr. Rangam Bir. His strategic insights and relentless drive have fostered an environment where success stories are not only encouraged but expected. Mr. Rangam's leadership has been the cornerstone of our achievements, and his ability to lead with both passion and precision has inspired us all to strive for greatness. As we celebrate these milestones, we remain committed to pushing the boundaries of what is possible. Our journey has just begun, and with the continued support of our incredible team and the guidance of our leaders, we are poised to achieve even greater success. Together, we are not just reaching new heights; we are defining the very summit of success. #Ammetlife #First #MDRT #COT #TOT

What a great three days in KC! The days were filled with inspiring conversations, innovative ideas, and valuable insights. A special thank you to Jennifer Malone, CFP. CMFC and Adam Hawley, CPFA® at BMG Advisors for their exceptional hospitality and openness, setting the stage for growth and meaningful connections. Excited to bring these insights back to our teams and raise the industry standard. Cheers to collaborative success and building stronger practices together! 💼🚀 #Teamwork #BestPractices #FinancialAdvisors #GrowthMindset

Young leaders are helping shape the future of financial services, starting with their own teams. #youngprofessionals Congrats to my colleagues Michael Knipe and Adam Maddox for their recent MDRT feature on leading the next generation of financial professionals. #mdrt Read the full article here:

Elated to be featured this month for top sales in Infinity Financial Advisory. Believe me, it is a tough tough contest. So many powerhouses in our firm! One cool thing about Infinity Financial Advisory, is that the leadership is still on the ground when it comes to client management and sales. So the knowledge you get from the leaders isn't "old" and "stale" and "out-dated". But the real life stuff that works for us, and could work for you. We are in the trenches alongside our advisers, no matter the title or achievements. #infinityPlatinum #financialadvisers

In everything #CBMT does, our first step is to gather a group of #thoughtleaders who bring their expertise to bear. Hear what some of those thought leaders have to say about the value of credentialing as we turn 40: https://lnkd.in/dKFZZAJ3 #musictherapy

👏 A huge congratulations goes to Womble Bond Dickinson's Neil Long, who's been named in the eprivateclient 50 Most Influential list for 2024! ⭐ Read more about his achievement and our Private Wealth practice 👉 https://ow.ly/Flrs30sza28 #PrivateWealth #PrivateCapital

Is AARP aware of a practice of AARP The Hartford to charge higher premiums on home and car insurance under unproved and false claims of "factors from your credit report"? Upon examination of my credit report, none of the false claims included in my policy report were true. The resulting conversation with AARP The Hartford concluded with a reimbursement check from overcharged premium totaling over three thousand dollars. The updated reduced policy was issued with the same Notice Regarding Use of Consumer Reports: "The following factors from your credit report had the most significant influence on your insurance scores:    Lost or stolen credit cards    Presence of past late payments    Number of auto loans currently open    Number of real estate loans ever opened By improving the above factors, you can strengthen your insurance score, which can result in lower insurance premiums in the future." NONE of the four factors are true, they are not on my credit report from Trans Union. Trans Union is the agency that AARP The Hartford claims issued the report. Is this the AARP's definition of protecting older adults to help reduce poverty and financial hardship?

B Corp businesses are always on the move, looking for new ways to improve their impact – even after they’ve been certified. And these actions all add up. Did you know that B Corps are twice as likely to be led by majority-female management teams, and there are over 1,800 women-owned B Corps? 🙌 Tag your fav businesses that are smashing glass ceilings - I'm always looking for new accounts to follow! #BCorpMonth #bcorp #SocialImpact #SmallBusiness

Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/e8RSu3ej #Atlantaexecutives #wealthmanagement #CEOs