Lido Advisors, LLC’s Post

We are excited to be attending the Forbes/SHOOK Research 2023 Top Advisor Summit to honor all of the Top Wealth Advisors and their dedication to their clients. Don't miss Richard Bernstein speak Tuesday about the role of the Magnificent 7 on your portfolio. #Forbes #SHOOKresearch #ForbesTopAdvisor #wealthmanagement #financialadvisors #richardbernsteinadvisors #financialservices #RIA John McCombe, Terry Ober, Evan Zlotnick, William Eismann, MBA, CIMA®, Tim Kuhn

Recognizing a Leader: Ted Halpern’s Standout Achievement in 2024 🌟 Ted Halpern’s ranking as #74 in the “150 Advisors to Watch – Over $1B” by AdvisorHub is not just an honor—it marks a year of unparalleled dedication and expertise in wealth management. This distinction, achieved amid a record number of nominations, highlights Ted’s enduring commitment to delivering exceptional financial guidance at Halpern Financial. Celebrate with us as we acknowledge Ted’s significant contribution to the financial sector and our community. His innovative strategies and steadfast dedication continue to set the standard in our industry. 🔗 Explore More: https://lnkd.in/eBKtUsf5 ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #LeadershipInFinance #HalpernFinancial #AdvisorHub #Top1000Advisors

The “S” of ESG is under-researched relative to the “E” and “G”. That’s starting to change and we believe assessing the human and financial implications of the “S” is key to making positive change. It’s an honor to be recognized for these efforts.

Proud to share this recognition for my firm and the work we are doing to assess and challenge Modern Slavery. More insight and research on the "S" in ESG is needed. Information and transparency are important levers in solving for social justice, through impact investing. #supplychain #research #responsibleinvesting

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Spencer Financial is excited to share that Stevie Green has been awarded by Forbes the honor of 2023 Top Next-Gen Wealth Advisor Best-In-State. This is her 3rd award from Forbes since 2020. Please join us in congratulating her on this well-deserved award! *The Top Next-Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors who are considered have a minimum of four years’ experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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. https://lnkd.in/gh5dhNc7

Why business owners should attend the M&A Summit: 1) Discover how to maximize your life's work when you exit 2) Learn how to grow your company through acquisition 3) Hear from the experts on where the economy is headed and how it could impact your business

📚 Just wrapped up an incredible weekend at the Elite Advisor Summit🌟 💡 I'm leaving this conference with my head brimming with insights, strategies, and a renewed sense of purpose. Learning from industry leaders who graced the stage was an invaluable experience. The wisdom they shared about financial planning, investment strategies, and the ever-evolving landscape of our industry was truly enlightening. 📈💰 🙏 I'm deeply grateful for the opportunity to continue refining and enhancing my practice. It's a testament to our commitment to delivering the best possible service to our clients. There's always more to learn and explore, and this event has ignited a new spark in me to keep pushing the boundaries and elevating my practice to new heights. 📌 But it's not just about professional growth; this journey has also inspired me to look inward and focus on personal development in all facets of life. In the quest to be a better financial advisor, I'm equally driven to be a better human being – both in my relationships and my pursuit of overall health and wellness. 🌟 Here's to embracing lifelong learning and continuous improvement, in our professional lives and beyond. I can't wait to share the wealth of knowledge and inspiration I've gained with my clients, colleagues, and friends. Together, we can achieve even greater financial success and personal growth! 💪✨ #EliteAdvisorSummit #ContinuousLearning #PersonalGrowth #FinancialPlanning #InvestmentStrategies Matthew Koppelman, WMCP® Brady BassfordCharlie Burguieres, CFP®Delvin Joyce, CFP®, CLU®, ChFC®, RICP®, Ken Furuya, ChFC®, CLU®, CMFC, Dustin Corrente

I am honored to announce that I have been recognized as one of the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State. I believe this accolade represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed. I am humbled to receive this award and hope you see this recognition as a reflection of my ongoing commitment to always putting my clients' interests first. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.