Michael Okeowo’s Post

Reading list also copied out below Recommended reading list for Christmas 2023: • Investment Opportunities in European Wealth Management: our thoughts on wealth manager consolidation opportunities in Europe  https://lnkd.in/eXvrSstA • NextWealth: Financial Advice Business Benchmarks Report 2023: a superb diagnosis of financial advisers – a must-read for those seeking to understand how smaller firms differentiate and thrive https://lnkd.in/eUxP-hRZ • WealthTech: The investment theses: our view on the right investment theses in WealthTech (spoiler alert – it is not an easy as one might think!) https://lnkd.in/e536QSDn • From Good to Great, by James C. Collins: a personal favourite – an expose on why some companies can succeed time and again whilst others can’t • UK wealth management – a ten-year guide to success: an introduction to the forces that will shape the wealth management industry https://lnkd.in/ea2TU_du • "Secrets to Optimal Client Service," a lecture by Jim Donovan: another one of our favourites and a must-see for those in professional services seeking to deliver the next level of client services  https://lnkd.in/eZiEta9a • Roll-up opportunities within the fragmented German Financial Services Market: consolidation opportunities in Germany, the next frontier of investor participation  https://lnkd.in/ePGSMzqk • Critical Decision-Making in an Uncertain World: a fascinating instruction manual for CEOs and CFOs to succeed in a fast-changing world  https://lnkd.in/ezhm_ce3 #inflation #consolidation #financialadvice #wealthmanagement #wealthtech

As the year draws to a close, the L.E.K. Wealth Management team would like to wish you a joyous festive season and a Happy New Year 🥂 ! To wrap things up, we have included below a short recap of the #wealthmanagement sector in 2023, as well as a recommended #readinglist 📚 , should you find yourself with time to spare between the food and drinks! Bronswe, Ashish Khanna and Eilert Hinrichs L.E.K. Consulting #wealthmanagement #financialadvisor #privateequity #consolidation

Charles and I are really looking forward to hosting members from across the Financial Services industry at our Manyone London office this Wednesday to explore the future of Consumer Duty in UK Financial Services. Our Roundtable session is fully booked, but if you'd like to receive key takeaways and insights from the discussion, just drop a ✋ in the comments or drop me a note, and I'll add you to our circulation list for the highlights. Excited for a great session ahead! #consumerduty #consumerdutyroundtable #financialservices

Plante Moran Financial Advisors ranks No. 28 on Forbes list of America’s Top RIA Firms for 2023. “It’s such an honor to be recognized by Forbes as top RIA firm another year,” says PMFA president, John Lesser. #wealthmanagement #wealthplanning #financialplanning

Insight Wealth are proud to have won Best UK Adviser Firm (established under 3 years) At Insight Wealth, we’re committed to providing our clients with superb service and the highest-quality advice. Recently, this commitment to excellence was recognised when International Adviser named us Best UK Adviser Firm (established under three years) in the 2024 Best Practice Adviser Awards. The awards are designed to recognise, showcase, and celebrate top-class advisers’ achievements in embedding best practices within every aspect of their business. The application process was rigorous, requiring us to provide insights into, and evidence of, our achievements, investments, business practices, future plans, and much more. The panel of expert judges recognised our forward-thinking approach to advice. They commented: “Every success to this new business. It should find its niche by bringing some fresh thinking to the market.” These comments accurately reflect how we at Insight Wealth approach our work. Our co-director, Marc Dicks-Jones, said: “Recognition in these prestigious awards is a testament to the high levels of service we provide across the business. We always set out to be thinking differently. We're not the stereotypical type of adviser.”   Awards recognition comes after being named a Top Rated firm This is not the first time Insight Wealth has been recognised for our high standards of advice. Last year the respected financial review site VouchedFor named us as Northamptonshire's only Top Rated firm. While this was based on the incredible reviews and feedback our clients gave us, this latest accolade is the first time a panel of industry professionals have recognised our work. Our co-director Jason McConkey said: “This award shows that we’re continuing to build our reputation as one of the best financial adviser firms in the county, and it strengthens our professional connections. “On a personal level, it’s a huge pat on the back. As a relatively new business – we will have only been trading for three years in April – it makes us really proud to receive the recognition that we’re doing the right things, showing the right behaviours, attracting the right clients, and running a successful business.”   Get in touch   To find out how our award-winning advice can help you to build the future you want, get in touch by email at hello@insightwealth.co.uk or call us on 01604 316101. #InsightWealthFinancialAvisers #InternationalAdviser #BestUkFinancialAdviserunder3years  

Wishing you a very Happy New Financial Year 2024-2025! Last year had its share of ups and downs, looking forward for the best this year has to offer to all of us! Have a fantastic one ahead! #newfinancialyear #20242025 #newyear #Bakkalla #BakkallaProperties #realestatebrokingfirm #realestateinvestment #realtor #realestate #brokingfirm #realtorsofinstagram #oneteamonedream

I'm thrilled to share that I have been honored by AdvisorHub as an Advisor to Watch under $1 Billion and ranked at #52 out of 1,816 total nominations! The ranking is focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. This honor reflects the commitment to excellence, dedication to clients and the efforts of an incredible team. Grateful for this recognition and look forward to continuing our journey with our amazing clients! If you or a friend is interested in learning more about our process or discussing your financial goals, please feel free to reach out. I'd be delighted to connect and explore how we can support your financial journey. ***The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years' experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub. #RaymondJames #WealthManagement #FinancialPlanning #SanAntonio #BusinessGrowth

Yesterday I went to the supermarket early and while roaming around the aisles, I immediately thought of the Milk & Chocolate Analogy I talked about in my financial wellbeing workshops. For me, it doesn’t matter which brand of milk I buy; they all taste the same. So, I save money by choosing the cheaper option. But when it comes to chocolate, only Cadbury will do! I spend a bit more to get the brand I love. This analogy illustrates a key principle of financial management: 𝐬𝐚𝐯𝐞 𝐨𝐧 𝐭𝐡𝐢𝐧𝐠𝐬 𝐭𝐡𝐚𝐭 𝐝𝐨𝐧’𝐭 𝐢𝐦𝐩𝐚𝐜𝐭 𝐲𝐨𝐮𝐫 𝐬𝐚𝐭𝐢𝐬𝐟𝐚𝐜𝐭𝐢𝐨𝐧 𝐦𝐮𝐜𝐡, 𝐛𝐮𝐭 𝐢𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐰𝐡𝐚𝐭 𝐭𝐫𝐮𝐥𝐲 𝐛𝐫𝐢𝐧𝐠𝐬 𝐲𝐨𝐮 𝐣𝐨𝐲... Remember, effective money management isn’t just about cutting costs—it’s about making smart choices that enhance your overall happiness. ➡️ Prioritise what matters most to you. ➡️ Save where you can. ➡️ Invest in what brings you joy. Your financial wellbeing is a balance, just like enjoying both milk and chocolate! 🍫🥛 #FinancialLiteracy #MoneyManagement #SmartSpending #InvestInJoy #FinancialWellbeing