NewEdge Wealth’s Post

Love is in the air this Valentine's Day, and we're spreading the love for Pooled Employer Plans (PEPs)! 💖 Read more about how employers can show their employees some love by considering a PEP! #PEP #RetirementSavings #ValentinesDay

🏡 How is technology helping #EstateAgents in their day-to-date roles? Ben Robinson, Managing Director for Landmark Estate Agency Services discusses some of the market research’s key findings in our latest video. Watch here: https://hubs.la/Q02s_zQp0 #90SecondsWith #PropertyTrends #LandmarkMarketResearch #LandmarkInformationGroup

We have received fantastic feedback for another job well done by Kelsey and the team. Our client needed a quick turnaround on their equity release transaction, and I don’t think we could have made it happen any quicker. Offer to appointment? Same day. Appointment to completion date being set? 4 hours. 🕜 Offer to completion date? 2 working days. #speedyservice #equityrelease #clientsatisfaction #laterlifelending

To gain a better understanding of our founders and company, we asked another colleague to share her unique perspectives on her personal and professional experiences. We are thrilled to showcase Beverly Dofredo, a Senior Consultant with 𝗼𝘃𝗲𝗿 𝟭𝟴 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀. Beverly's former role was the 𝗦𝗲𝗻𝗶𝗼𝗿 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗳𝗼𝗿 𝗮 𝗺𝘂𝗹𝘁𝗶𝗯𝗶𝗹𝗹𝗶𝗼𝗻-𝗱𝗼𝗹𝗹𝗮𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. She was responsible for maintaining the client database and reporting platforms. We invite you to read our interview with Beverly below 👇 and ask any additional questions in the comments section. 💬 #CFOAdvisory #OutsourcingServices #BusinessPartnership #EmployeeSpotlight #TVCInterview

Tune in to watch Helena Forest, Global Head of Solution Design, Client Service & Implementations at J.P. Morgan Chase & Co, share her thoughts on #STEM 🔬, #WomenInTech 👩💻, and so much more in this edition of the #ShePowersProgress themed #RapidFire. 🚀 #SuperchargingProgress

Discover the key to financial advisory excellence! 🚀 Delve into this eye-opening article shedding light on the crucial role of psychological safety and behavioral insights in driving success for financial advisors. 💼 Uncover strategies to create a workplace environment that fosters innovation, resilience, and client satisfaction. 🌟 Don't miss out on these valuable insights! #FinancialAdvisors #PsychologicalSafety #SuccessTips https://hubs.la/Q02ryHBK0

Stay on top of your real estate game with the help of Moxxie's Virtual Assistants. We help you with Tenant Management, Screening / Onboarding, Late Payment & Collection, Property Listing & Advertising, Social Media Management, Data Entry, and more, so you can focus on what you do best – growing your business! 📈🏢 Reach Out Now for a Free Consultation! #PropertyManagement #RealEstate #PropertyManagers #VirtualAssistants

Post 1 of 2/ Congratulations to The Private Office (TPO) which has achieved 2024 Top Rated Firm status! The Top Rated Firm qualification process is rigorous. At its core is a commitment to transparency and great client outcomes, evidenced by a firm consistently inviting all its clients to leave feedback and closely monitoring all responses. The Private Office (TPO)’s 2023 feedback reflects a strong response rate and excellent overall rating. It also shows that they have outperformed our Elevation system’s industry benchmarks in areas such as client advocacy and risk. You can read some of their advisers’ recent client reviews at https://lnkd.in/eHTuX-Zf. The comments speak to the enormous value created by good advice, particularly during uncertain times. Congratulations as well to the 47 The Private Office (TPO) advisers who qualified as Top Rated Advisers Dean McSloy Roger Clarke Alex Hatfield Julian Frere Daniel Schofield Daniel Blandford Robert Morse David Dodgson Jonathan Ritterband Paul Sanders Susan Tait Ed Tudor Matthew Cole Alex Kyprianou Tony Padgett Kirsty Stone Steffan Alemanno DipPFS George Hicks Donna Buffham David Gruenstein Alex Shields Abigail Banks Jason Wood Merve Oral, FPFS April Leeson, DipPFS Daniel Lea APFS Laura McLean BSc(Hons) FPFS Christopher Abel Ashley Thomas-Walsh Abby Ivison APFS Clare McCarthy Josh Farmer Alex Roberts DipPFS Christie Tillett DipPFS Daniel Alder Christian Perera-Slater DipPFS Harry Donoghue #VouchedForGuide #TopRatedAdviser #ClientTrust #Transparency #TopRatedFirm #financialAdvice 

Post-COVID and primetime Gen-AI, more and more wealth management clients look for advisors and firms that take a hybrid approach to service delivery by combining not only a strong human touch, but digital resources that enhance the relationship and experience. “Digital and technology is quickly evolving,” said Melissa Hawryschuk, Chief Executive Officer, of Rochester-based independent financial services firm Brighton Securities, about the wealth management industry. She and her team, which includes Christina Gregory, Marketing Operations Manager, at Brighton Securities, are continually looking for ways to use digital tools and the increased consumer interest in them to support the Financial Advisors and the firm’s clients. Learn more about you ways in which Brighton Securities is leveraging todays most advanced digital tools to support our Financial Advisors and elevate our client experience: https://lnkd.in/gginBQEq RBJ #technology #artificialintelligence #FinancialLiteracy #financialeducation #TrustedFinancialPartner #wewillbethere

Consumer Duty this, Consumer Duty that..... I know, I know, but it's big and it's here and it's not going away. We do consultancies with Firms to get it sorted and documented, nothing fancy, just making it work practically. In wodges. Go here and request a no charge discovery meeting: www.opendoorpolicy.co.uk