It was great being with each other at our annual Victory Campaign Kick-Off & Educational Retreat🤩👏🎉 From industry veterans to dynamic guest speakers, it was an extraordinary two days of creating new memories, absorbing new ideas, and EXPANDING OUR REACH! Jordan DeBettencourt spoke about our impact on our clients' lives and how Finseca continues championing “Financial Security for All.” Bradford Pineault, CFA offered an entertaining review of the markets and the economy as everyone is “Working Towards the Weekend.” Kathryn Wakefield, JD, CLU shared how we can better support our clients with estate planning strategies, and Araceli Corsini talked about how we can enhance client solutions with alternative investments. Fran Dunphy shared his perspective on learning from failure, overcoming adversity, the value of teamwork, and the power of telling someone you love them and showing them you care. “When your opportunity comes, it's not what you do right as much as it's what you don't do wrong.” Erika Rothenberger, LEED AP, PMP left us feeling motivated and inspired! She reminded us that companies need the audacity to be resilient. While 97% of companies state that resiliency is a critical mission, only 46% achieve it. Thanks to you, Erika, for helping make that happen for MMGP! Taking time to invest in yourself and your career is one of the most critical things one can do to better serve one's family, clients, and community, and we’re proud to provide extraordinary opportunities like this to our team 🥰 Thank you to our speakers and sponsors for helping make this event successful. #Proud2BeMMGP #ExpandYourReach
MassMutual Greater Philadelphia’s Post
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Partner | Bankruptcy | Restructuring | Assignments for the Benefit of Creditors | Workouts | Insolvency | Receivership | Assignee | Plan Administrator
How do you handle networking at conferences? I have met some of the greatest people / friends at conferences! Be sure to register for this lively discussion with Jennifer Rabinowitz, Brian Gleason, CTP, Robert Patrick, Allen Kadish and me. #networking #insolvency #restructuring
Our next FREE Turnaround Square webinar, "Winning at a Conference, How to Get the Most of any In-Person Marketing Event," is one you won't want to miss. Join our expert panelists on January 31, at Noon Eastern, for a lively discussion on approaching a conference with a marketing mentality. Traveling to TMA’s Distressed Investing Conference in Las Vegas, February 6-9th? This is a great opportunity to prepare and make the most of an in-person opportunity. Register at: https://lnkd.in/gXSGuFPm Panelists: Brian Gleason, CTP, Phoenix Management Allen Kadish, Archer & Greiner PC Robert Patrick, SC&H Group, Inc Sari B. Placona, McManimon, Scotland & Baumann, LLC Jennifer Rabinowitz, Epiq 1.2 CPE and CEU credits are available to attendees. #TMA #CPEcredits #CTP #CTA #WEBINAR #proffesionaldevelopment
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I just finished some preparations for my upcoming speaking engagement at the Arizona RIA Summit January 23rd. I am excited to share my presentation entitled, “Gaining a Competitive Edge through Practice Management.” If you are interested in learning more about this conference from Portfolio Summits visit this link: https://lnkd.in/g62QBQkS Two weeks and counting! #wealthmanagement #riasummit
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Our B Corp Impact Report 2024 🌎 It’s now just over a year since we became B Corp Certified, an achievement that we remain proud of, and as excited by, as we did back then. The purpose of this report is to explain how EMW has sought to promote a material positive impact on society and the environment as a whole. It will also set out our plans to strengthen that positive impact moving forward. B Corp certification is a journey, not a destination and we want our stakeholders to feel part of that journey. A journey on which we constantly strive to be a better business. Better for our people, our clients, our community and our environment. Read our full impact report here ➡️https://lnkd.in/g-HU2ZVq #TheEMWway #Bcorp #ImpactReport
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"Dial It Up" - Competitive Edge Training for Agencies Sydney 13th March Brisbane 14th March Melbourne 15th March 2024 Kickstart your year at the KMint Profit Academy exclusive agency growth event. Where industry professionals will help you to define your growth targets for 2024 with provide strategies on how to achieve them. Join us for insightful discussions and debates on key business driver topics related to agency growth, and set up your own 90-day sprint challenge to jumpstart your progress. During the event, you will have the opportunity to learn from agency experts, including Kathryn Williams, renowned as your Agency financial soulmate®. Kathryn will present her session entitled "Show Me The Money® - Dial up your revenue," sharing valuable insights and showing you how to: 1. Increase revenue by unleashing one million dollars of non-billable time. 2. Explaining why, what, when, and how much to markup and margin to consider. 3. Develop a pricing model to sell your ideas and monetize intangible assets. Don't miss this opportunity to learn from Kathryn and apply her proven 1% tactic to these key business drivers: time, margin, and commercialization of intangible assets. Secure your EARLY BIRD TICKETS today: https://lnkd.in/gBk_U9Ab #KMintProfitAcademy #KMint #ShowMeTheMoney #KathrynWilliams
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Cornerstone is proud to be a Certified B Corp! Check out our blog below on B Corp month and why it's so important to Cornerstone! #bcorpmonth #certifiedbcorp #UsingBusinessAsAForceForGood
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It's always so great and inspiring to read the 1% for the Planet Annual Report! I am proud that Origin Sustainable Design + Planning is a Business Member of this network, and am inspired by the impact that our fellow members are having through the network. If you don't know much about 1% for the Planet, check out the link below to learn more!
⭐ Our 2023 Annual Report is published! Dive into the new report to see a collection of stories, numbers and people that made 2023 a historic year of impact—all thanks to our network: https://hubs.ly/Q02DqNxQ0 #onepercentfortheplanet #annualreport #2023annualreport #membership #certification
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"Dial It Up" - Competitive Edge Training for Agencies Sydney 13th March Brisbane 14th March Melbourne 15th March 2024 Kickstart your year at the KMint Profit Academy exclusive agency growth event. Where industry professionals will help you to define your growth targets for 2024 with provide strategies on how to achieve them. Join us for insightful discussions and debates on key business driver topics related to agency growth, and set up your own 90-day sprint challenge to jumpstart your progress. During the event, you will have the opportunity to learn from agency experts, including Kathryn Williams, renowned as your Agency financial soulmate®. Kathryn will present her session entitled "Show Me The Money® - Dial up your revenue," sharing valuable insights and showing you how to: 1. Increase revenue by unleashing one million dollars of non-billable time. 2. Explaining why, what, when, and how much to markup and margin to consider. 3. Develop a pricing model to sell your ideas and monetize intangible assets. Don't miss this opportunity to learn from Kathryn and apply her proven 1% tactic to these key business drivers: time, margin, and commercialization of intangible assets. Secure your seats today: https://lnkd.in/gBk_U9Ab #KMintProfitAcademy #KMint #ShowMeTheMoney #KathrynWilliams
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Don't miss this opportunity to be part of a collaborative effort to redefine governance and create a future where every individual can thrive! GOVERN for IMPACT's Annual Learning & Connecting Conference June 13-15, 2024 Atlanta Marriott Marquis, Georgia View Conference Program: https://lnkd.in/gtJU4nmp Register: https://lnkd.in/e5XWM6zJ This conference will be an enlightening and engaging event, bringing together thought-leaders, governance experts, and governance enthusiasts to explore the pivotal role of governance in shaping our collective future. Key Highlights of the Conference: 1) Insightful Panel Discussions: Engage in dynamic discussions led by industry experts and community leaders on the importance of people-centric governance models in fostering societal progress. 2) Interactive Workshops: Participate in hands-on workshops designed to explore practical solutions and best practices for implementing breakthrough governance initiatives at the organizational and Board levels. 3) Networking Opportunities: Connect with like-minded individuals, forge new partnerships, and exchange ideas with fellow attendees passionate about driving positive change through effective governance. 4) Inspiring Keynote Addresses: Gain valuable insights from renowned speakers who will share their perspectives on the transformative potential of governance innovations in addressing pressing social challenges. 5) Case Studies and Success Stories: Learn from real-world examples of organizations that have successfully leveraged breakthrough governance strategies to enhance the well-being and prosperity of their careholdership. #governance, #policy governance, #atlanta, #transformative, #careholdership
2024 Conference Program
govern.memberclicks.net
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🚨 Final Hours to Secure Your Discounted Spot! 🚨 Our Stakeholder Summits kick off in September, but NOW is the time to act and secure deep savings. This fall, we’ll bring these high-impact conversations to Detroit, New York, Columbus, and Los Angeles. Don’t miss out on the chance to secure heavily discounted Summit passes—our Early Bird registration deadline is concluding at midnight tonight! 🔗 Learn More and Register Today: https://bit.ly/476F143 Take advantage of this opportunity to engage in critical discussions that shape the future of our industry. Commit early and join NCIA today to ensure your voice is heard and your business stays ahead of the curve. The early bird offer expires tonight at midnight—secure your spot now! #stakeholdersummits #cannabisindustry #policydevelopment #industryleaders #earlybirdregistration #cannabisregulations #nciamembers #professionaldevelopment #detroit #newyork #columbus #losangeles
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Pioneering Member @ WXO - World Experience Organization | Certified Experience Economy Expert My clients are small to medium sized businesses that want to establish a cult-like following.
This week, I get to share some ideas... Not just any ideas, but dangerous ideas that challenge how we think about value, belonging, and connection. First up, is the Valmark member summit in Orlando. We’ll explore what comes after experiences. Offering great service is no longer enough, businesses need to create moments that turn clients into members and members into communities. Thank you to Tate Groome, CFP®, CLU®, AEP® for being my inside champion, and to Caleb Callahan, CFP®, CKA®, CEPA® for seeing the world the way I do. Always fun to see Michael Kitces who is also speaking. The next stop is, the Family Wealth Alliance fall forum, the theme is standing out, the art and science of today's experience economy. Perfect! They picked the right keynote speaker. What matters most isn’t just how we deliver, but how we create real, lasting belonging. That’s the work. That’s the value. The secret is to understand the difference between service and experience. I'll close out the week in La Jolla, speaking at the Ed Slott Elite IRA Advisor Group, where I'll explore the design and staging of experiences that not only meet expectations but redefine them. 📌 The old playbook? It’s done. Excited to see what we can build together. #keynotespeaking #fallevents #businesscoach #keynotepresentation #businesscoach #BuildBelonging #experienceeconomy #CommunityMatters #ClientValue #advisors #transformation
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