Marius Pantea’s Post

📢 Exciting news! 📢 Grant Thornton's role in Birmingham council's bankruptcy is under scrutiny by the Financial Times. As a leading consulting firm, we have a responsibility to ensure transparency and accountability in our work. We are committed to addressing any concerns and maintaining the trust of our clients and the public. Check out the full article to learn more about the situation. #GrantThornton #FinancialTimes #Transparency https://ift.tt/UxVKgL0

We are thrilled to announce that financial experts Skip Braun and Mike Portegello have joined our advisory council to help expand firm growth in the New York market.    “We are thrilled to welcome Skip and Michael to our growing Advisory Council. Their experience, reputation, and extensive relationships across the market will be invaluable as we continue to grow our New York practice. We are eager to work with them as we continue to develop meaningful solutions and address the current and future needs of our clients.” -Erik Linn (Co-Founder and Managing Partner at CrossCountry Consulting)    Read the full press release: https://lnkd.in/ei447AwQ    #CrossCountryConsulting #ABetterExperience #AdvisoryCouncil #NYC #FinancialExperts

A great summary of the key themes from this year's #SuffolkLtd report by my colleague, Rob Thomson. See below for the link to download your copy.

Don't miss our President and Founder, Paul Saganey CFP®, on The Perfect RIA #podcast with host Matthew Jarvis, CFP 🔥 💡They explore the fascinating concept of the complexity curve. 💡How we, as an organization, have developed a unique balance of empowering advisors to remain independent while receiving the crucial support and networking opportunities they need. 💡Paul talks about the art of building strong relationships with accounting firms, the importance of problem-solving, and highlighting how you can be a true asset to them. 💡Paul also shares his wisdom on the significance of ‘disturbing tracks,’ a technique that helps advisors visually depict clients’ financial futures by recognizing and magnifying problems. 💡Paul stresses the value of asking thought-provoking questions rather than providing cookie-cutter solutions and so much more! 🎧 Listen here first ⬇️ ____________________________________________________________________________________ #IntegratedPartners #Integrated #RIA #ThePerfectRIA #financialadvisors #CPA #partnership #wealthmangement #financialplanning #wealthadvisors #CPAs #financialservices #clientservices #WeBelieveInAdvisors

If your legacy could speak, what would it say about your journey and impact? In 1947, James E. Griffin asked himself that same question and set the stage for something extraordinary in Worcester, Massachusetts - the inception of Griffin and Company, PC. A legacy built on excellence, commitment to quality, and client trust. Now, why does legacy matter? It's a beacon that guides our actions, a mark we make on the world. Griffin and Company, PC has not just provided top-notch services; it has woven a narrative of trust, reliability, and innovation. This legacy isn't just a historical footnote; it's a testament to the enduring importance of our work. As we navigate the present, let's reflect on the legacy we're shaping. Every decision, every client served, contributes to a legacy that extends beyond us. What we do today echoes in the corridors of time, creating a meaningful impact for generations to come. So, what will your legacy be? https://hubs.la/Q02g9_Dn0 #legacy #finance #cpa #accounting

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/la0gpga 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/la0gpga 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/l8t4qag 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA

👋 Hey everyone, 📣 I've just published an eye-opening article that you NEED to read if you're involved in the financial planning industry. 🔥 The "Fee for No Service" Crisis 🔥 This isn't just about St. James's Place. It's a widespread issue affecting other big names like Quilter, Brewin Dolphin, Rathbones, and Hargreaves Lansdown. 🤔 Why Should This Matter to You? 1️⃣ Clients: Are you unknowingly paying for services you're not even receiving? 2️⃣ Advisers: Did you know that buying a declining book of business could leave you in debt and unemployable under FCA's fit and proper rules? 👇 Read the Full Article Here https://rfr.bz/l8t4qag 🌟 The Academy of Life Planning is on a mission to bring transparency and integrity back to financial planning. If you're an adviser looking to make a positive change, we're here to help. Let's create a financial planning industry that truly serves the needs of both clients and advisers. 🌐 #FinancialPlanning #Transparency #Integrity #FeeForNoService #Advisers #Clients #FCA

In the dynamic landscape of the Greater Toronto Area's business scene, small enterprises often find themselves juggling multiple responsibilities to stay afloat. Amidst the challenges, the role of accounting services emerges as a beacon of financial stability and strategic guidance. As Chartered Professional Accountants at HAS LLP, we recognize the pivotal role these services play in steering small businesses toward success. Read the blog. https://bit.ly/47EuM8e