Liverpool Chamber’s Post

Friends! For the first time ever, I'm doing a free virtual keynote to my entire community Sept 19th @ 11am! I've just returned from months of hiking, family time, and personal growth. The mountains have an incredible way of putting life into perspective. It got me thinking about the journey we're all on and I've heard so many of you ask to come to my keynotes, or how your kids, partner, or colleagues can hear me speak. It's always been a challenge because my speaking engagements are private events for company leaders… So I wanted to create something just for you, it’s called the Journey to Purpose Masterclass and I’ll be sharing: - The power of one step: How to get unstuck and create compounding action. - Finding your purpose (you’re closer than you think). - Use fear as your guide and create systems of accountability to achieve your goals. I've poured my heart into a live event and I’m so excited to help you apply my life’s work to your own life. Remember, you are always just one step away from the life of your dreams. Comment PURPOSE below and I’ll send you the link to the Masterclass. Can’t wait to take that next step with you!

What has kept us going during our six years in business? 💼 Our director Michael Gordon will be sharing the key moments, challenges, and successes that have made us stronger year by year. From humble beginnings to where we stand today, it's been a journey of growth and resilience. 💪 To celebrate our 6th anniversary, we’re giving away 6 exclusive insights! Stay tuned for more details on how we have evolved and the vision driving us forward. ↗️ Make sure to follow us to learn more and stay updated on our upcoming videos! 🎥✨ #BusinessGrowth #CompanyJourney #LeadershipInsights #SixYearsStrong #BuildingSuccess #FollowForUpdates #UKBusiness #GordonBrooksProperty

I AM NOT A CONFERENCE GUY….And that is said with all due respect. There are exceptional ones. Others are great, but I chose poorly, attending one’s whose content was not relevant to me. But after 30 years in the business, I find myself more aware of value, more cognizant of which ones I should choose or avoid, and drawn to ones where industry leaders run them. With that said, I find myself more excited about the National Association of Plan Advisors annual 401k Summit this year than any event I have attended in my career. Why do I say that? 1) Individuals like Nevin Adams Corby Dall Renee Scherzer and Alex Assaley, AIF® (and many others through the years) have improved this event annually, with the ones named above providing the biggest leap I’ve seen in quality in recent years. 2) The word “Conference” doesn’t do it justice. This has become a leadership forum and because of it collaboration is growing. Our industry of RIAs has largely functioned as an immature industry (which it is, in that it’s newer than other aspects of the financial industry.) In that I mean, we have done little to actually cross collaborate. You can literally feel that changing because of recent leadership. If no one is paying attention, the big New York firms are noticing our growth and selling services into RIAs. If we were to do business with each other instead, we’d all have stronger, more sustainable and healthier long-term organic growth. I’m excited to see this evolving. And NAPA has been a big piece of that. 3) The industry is changing more rapidly than ever and it WILL NOT slow down. NAPAs agenda is EXCEPTIONAL and on point. TAKE A LOOK: https://lnkd.in/g4_r9Ury 4) Instead of fees, funds and fiduciary - i.e. table steaks- there are new viable plan structures, guaranteed income solutions, CITs evolving, and more changes than I can count. It creates an environment where we must work together, or get left behind, and we must do more to add value to our clients. NAPA has created a proverbial think tank for us to all attend and share these ideas. In closing, I don’t write this because I think others will attend based on it. Attendance is already insane. I simply have a deep sense of gratitude, as I can honestly say I have selfishly done very little, if anything, to help this group. Meanwhile these individuals selflessly made sacrifices to help our industry, our businesses, and us individually. So THANK YOU! Not all are with NAPA, but are regular participants. For that I thank the leaders above and many more (don’t kill me if I forget you): Fred Reish Jason Roberts Rob Barnett John Sullivan Brian Graff Matthew Eickman, J.D. AIF® Bonnie Treichel Todd Kading, CFP®, RF™ Yaqub Ahmed Jania Stout, CPFA Joe DeNoyior Matthew Wolniewicz, AIFA Jeffrey Cullen Bruce Ashton Brian Anderson Neil Anderson Kassandra Hendrix Tina Wilson, CFA Richard Luchinsky Cathy Marasco Brendan McCarthy Tyler Neenan, CFP®, C(k)P® Glenn Dial John Geli Ralph Ferraro

🎉 3rd Annual DRIVE Strategic Planning & Teamwork Seminar & Workshop! Full Cup Solutions is excited to announce the return of DRIVE, "Steering Your Business Through Change: Crafting a Future-Focused Strategy," on March 26, 2025. This half-day interactive workshop, held at the scenic Atascadero Pavilion on the Lake in Atascadero, CA, is tailored for wine industry owners, executives, and emerging leaders. 🌟 Key Highlights: Craft a 2025 business plan that’s nimble and focused. Evaluate gaps and identify resources. Utilize natural strengths in your team. Think outside the box for strategic success. 📢 Confirmed Speakers: Amanda Wittstrom Higgins: Founder and Principal of Full Cup Solutions. Larissa C Dubose Dubose: Industry thought leader and Senior Director of Paradies Lagardère/ Vino Volo. Eduardo Duran: Global hospitality expert and President of Insight Hospitality Solutions. 👩💻 Interactive Experience: Unique team-building at the Charles Paddock Zoo. Commemorative workbook, lunch with craft wine and beer. Two virtual follow-up sessions to maintain momentum. 🌟 Why Attend? Profound Impact: "DRIVE is uniquely designed to address the individual needs of wine producers with measurable change and successful planning tools." – Amanda Wittstrom Higgins. Dynamic Inspiration: "The DRIVE event fosters an ideal setting for setting firm goals and driving meaningful change." – Joel Peterson, Executive Director, Paso Robles Wine Country Alliance. Rave Reviews: "A must-attend event for creating success within your team and company." – Maeve Pesquera, CMO/EVP, Luxury, O’Neill Vintners & Distillers. 📅 Event Details: Date: March 26, 2025 Time: 8:30 AM – 1 PM Cost: $299 per attendee 🔗 For more information and to register, visit https://lnkd.in/gX8qFKrc or contact us at connect@fullcupsolutions.com. Join us for a day of learning, collaboration, and inspiration. Let's steer your business toward a successful 2025 together! #DRIVE2025 #WineIndustry #StrategicPlanning #TeamBuilding #PasoRobles #FullCupSolutions #WineBusiness #Leadership #Innovation #FutureFocused

"The cure for anything is salt water - sweat, tears, or the sea."  Isak Dinesen 👇   The Strategic Accounts Leadership Team (SALT) is their namesake- They are the indispensable ingredient for our business success. Through effort, exertion, emotions, and over the brackish NY harbor we found energy and connection. I know what we found within and with each other this week will open our potential to embrace more than we can imagine. Some of the boldest, most ambitious, imaginative, impactful campaigns and content you’ve been seeing on LinkedIn, chances are our teams had their hand in that- helped conceive, build, beta, execute…and earned the right to do it all again. We love being in the business of helping business grow. Together, we’re working to write some of the most ambitious and interesting lines in our and our customers’ LinkedIn profiles. If you haven’t yet, you will want to hear our ideas, expertise, passion, and pointy points of view. (And if you’re one of the lucky few, we just might sing you a song. 🎵 🎤)

Get to know our CEO ⬇️ Our CEO took a few minutes out of his day to share some fun facts about himself! From his favourite snack, to the best piece of advice he’s received in his new role, watch our short q&a and learn a little more about Daniel Gillis. #newceo #makingadifference

Are you looking to take the next step in your career by joining a board? Landing a board seat can be a powerful way to expand your influence, contribute your expertise and drive growth for organizations, but getting there isn’t always easy. Here are some common challenges aspiring board members face: 𝗕𝗿𝗲𝗮𝗸𝗶𝗻𝗴 𝗜𝗻: Finding and connecting with the right opportunities. 𝗦𝘁𝗮𝗻𝗱𝗶𝗻𝗴 𝗢𝘂𝘁: Showcasing the unique value you bring to a board. 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗶𝗻𝗴 𝗘𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀: Understanding board dynamics, compensation and responsibilities. Connect locally with the Cincinnati Chapter The Private Directors Association (PDA) Cincinnati Chapter offers unique opportunities to connect with local leaders and board members. The chapter hosts regular events, providing valuable insights and networking opportunities tailored to our region’s business community. Whether you're aiming for your first board seat or looking to expand your portfolio, the Cincinnati PDA Chapter can be essential partners in your journey. The PDA is dedicated to helping professionals like you connect with board opportunities and thrive as board members. PDA provides: 𝗘𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴: Access to a community of private company board members and executives. 𝗕𝗼𝗮𝗿𝗱 𝗥𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: Workshops, mentorship, and tools to position you for success. 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵: Learn about available board seats and how to match your skills with the right organization. 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀: Stay ahead with discussions on critical topics driving board decisions today. You can become a member today and start leveraging PDA’s network and resources. Learn more about membership here: https://lnkd.in/gVZ_ECxR

Rapid growth comes from diverse perspectives. You may have the best board in the world, but who do you turn to for unbiased, impartial advice and support? For many, the answer is their Vistage peer group. The experience, insights and wisdom that come from the range of business leaders we connect them to is invaluable. Read some of our member stories here: https://lnkd.in/ebat8BR5 #ALifeOfClimb #CEO #MD #SuccessfulLeader #GrowthMindset #ConfidenceBuilding

ThinkAdvisor held their 2024 Luminaries Awards ceremony, where Bailard was honored with multiple accolades. These prestigious awards recognize excellence and innovation in the financial services industry. We are proud to win a firm award for our corporate social responsibility efforts, and to have our own Kim Aquino, CFP and Annalise Durante honored among the Luminaries With Heart and Next-Gen Rising Stars, respectively. Congratulations to all the winners and finalists! You can read more about them here: https://lnkd.in/g82G6s5a Kindly note: Bailard does not endorse or control, either expressly or implicitly, the content posted by any third party and disclaims all comments made or information provided by non-Bailard employees. This award does not evaluate the quality of services provided to clients and is not indicative of Bailard’s future performance. The ranking was released 12/12/2024; there was no fee to enter. ThinkAdvisor’s editorial staff and its Luminaries advisory board select the finalists; a panel of independent judges made up financial services industry leaders selected the winners. See more information here: https://lnkd.in/gtAYyExR   #ThinkAdvisorLuminaries #LuminariesAwards