Thrilled to share True North 360's recognition on Forbes I SHOOK Best-In-State Wealth Management Teams.
"Leadership consists of nothing but taking responsibility for everything that goes wrong and giving your subordinates [teammates] credit for everything that goes well" - Eisenhower
It has been through collaboration, trust and a shared commitment to excellence that our team, alongside our remarkable clients, built countless life long memories and continue accomplishing life long goals. Working beside our clients, we have found that we have to believe in you when no one else does. To our entrepreneur, executive and GP clients, we wholeheartedly believe in you.
Sharing this recognition with everyone is more than just a celebration, it's a testament to the partnerships we've built and the journey's we've undertaken together with our clients. Our team likes to say, if it is important to you, it is entirely important to us.
As we celebrate the acknowledgment, we extend our deepest appreciation to our clients, the stories we've written together, and the many more waiting to unfold. Our team has been together for over 25 years, and is led by 4 family members and a brilliant group of colleagues who teach me something everyday. Our mission statement, values, team outings and overall camaraderie clearly carry forward into the work we accomplish with our clients.
Thank you, Forbes, for acknowledging the power of collaboration! Thank you for the friendship RJ and the whole Shook team.
Kathleen Entwistle, CFP®, CDFA®
Sarah Entwistle
Christine Sneyer
Simona Bagwill
Paige Hurley
Caroline O'Connor
@Julie Haskell
And the countless partners inside and outside the corridors of Morgan Stanley.
[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://lnkd.in/eCM-_pGT)] https://lnkd.in/eHa28nvd
#TeamSuccess #ForbesRecogntion #ClientPartnerships #CollaborativeSuccess
Assistant City Engineer
1moCongratulations