NorthRock Partners’ Post

Ohio Business Leaders and those in other states, I'm not so sure 🙃. But hey! If you are scaling your business and need an expert team of financial strategists that your business can grow with, get with Tenesha Hartgrove, CPA, EA, PFS, CFP®, owner of Ncrease Financial Services. Read the article and then schedule an appointment! Mention “Abracadabra” for a free surprise jk 🤣. The Ohio Society of CPAs great article 👊🏽!

Ohio Business Leaders and those in other states, I'm not so sure 🙃. But hey! If you are scaling your business and need an expert team of financial strategists that your business can grow with, get with Tenesha Hartgrove, CPA, EA, PFS, CFP®, owner of Ncrease Financial Services. Read the article and then schedule an appointment! Mention “Abracadabra” for a free surprise jk 🤣. The Ohio Society of CPAs great article 👊🏽!

Absolutely honored to share that I've been named one of Forbes Top Women Wealth Advisors, Best-In-State! I'm humbled to have been ranked 46th in Michigan amongst the top 1,991 women financial advisors across the country. Can you believe that, together, we've managed cumulative assets of over $2.8 trillion?! This ranking is based upon the period from 02/04/23 to 09/30/23. The ranking was released on 02/08/2024. The methodology used to determine Top Women Wealth Advisor’s award is outlined below. Pearl Planning and Melissa Joy did not pay any compensation to be considered for this rating. Please visit the ranking methodology page linked in the comments below for more info. To learn more about the Forbes award and see the full list of Best-in-State Wealth Advisors, check out the link in the comments.

Congratulations to CFP® professionals Hannah Moore, CFP® and Anasuya Meyer, CFP® for winning the 2023 Women in Wealth Management Awards! Your commitment to creating positive change in financial planning is truly inspiring. Learn more about all the honorees and their accomplishments in Financial Planning: https://lnkd.in/eEDjDGPB #CFPproDiversity #FinancialPlanning #CFPpro  

Friday Afternoon Takeaway #20 Last week I had the absolute pleasure of attending the Women in Banking and Finance - UK Awards for Achievement. 🏆 ✨What an event! ✨ I was overwhelmed by the passion that filled the room. It was an honour to hear from the award winners; their career, life and personal journeys were truly inspiring! 🙌🏼💫 Following the event, I want to share with you my top 3 takeaways: 1. It’s a privilege to climb a ladder that has NOT been pulled up by those who came before me. 🪜🧗♀️ The world of finance has not always been a welcoming place for women. Since starting my own career, I have received a huge amount of guidance and support from women and men alike. I’ve advocated in previous posts for the importance of learning lessons from our own mistakes and experiences. Passing those learnings on to others is of great importance, so that collectively they may become the norm. Passing on the importance and benefits of a thought-diverse workforce is one such lesson. A lesson now backed by a hell of a lot of evidence! 2. Show up with your data and analytics 👩🏼💻📊 Statistics show that women often downplay our achievements and undersell the value of our work. Being able to provide evidence that speaks our proposals and achievements can be a way to combat this. Personally, I feel this should be applied throughout our BAU activities and not just saved for those ‘tricky’ end of year discussions. Having an audit trail of our thoughts can help us see if and where we went wrong, allowing us to improve moving forward. To quote Mrs Carter my old maths teacher “Show your workings ladies!” 3. Celebrate your success and know your worth 🥂🍾 WIBF know how to host a party, that’s for sure, but the awards were far more than just a party. To me, they were a celebration in honour of decades’ worth of hard work and perseverance by women, and their allies, in the workplace. One award winner spoke about how, having received her award, she now understood it was her ‘duty’ to be a cheerleader for herself and other women in our industry. By being a cheerleader in this way, young women entering our industry will be taught the importance and true value of their achievements. Thank you again to WIBF for such an inspiring evening!🥂 #womeninbankingandfinance #achievement #fridayafternontakeaway

The Inspire community would like to congratulate the 15 women who made it on the 2023 FS Power 50 list which recognises the 50 most influential advisers in Australia. 👏 👏 👏 About FS 50: Financial Standard's Power50 list is made up of the 50 most influential financial advisers in the country according to the readers of Financial Standard and FS Advice - The Australian Journal of Financial Planning. In the making of this list, we define 'influential' as individuals who have been or continue to be instrumental in shaping the future of the financial advice industry. These are financial advisers who have actively participated in industry-based activities, community-based projects and/or other initiatives designed to promote the important role that financial advisers play in the country's socio-economic future. They could be active participants of relevant industry associations, financial advisers with strong social media following, or those known among their peers and the industry as role models in the way they conduct their professional practice. They are also successful business owners, award-winners, policy influencers, mentors and educators. Nicola Beswick Morgan Hayward Cara Williams Ellie Fordham Teneale Laister Leanne Bielik AFP® Jackie Kirkwood Jayde Jenkins CFP® Jenny Brown Michelle Brisbane Sacha Burchgart Sarah King Trish Gregory CFP® Shayne Sommer Financial Advice Association Australia (FAAA) Financial Standard Jamie Williamson

Managing director DeLynn M. Zell, CFP® and financial advisor Jenny Sneed, CFP®, ChFC®, who were part of Bridgeworth Wealth Management until the company joined Savant at the end of 2023, were named to Forbes’ list of “Top Women Wealth Advisors – Best-In-State.” Congratulations DeLynn and Jenny! https://lnkd.in/gbrpeVUM The Forbes/SHOOK list features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors. 2024 Forbes’ Top Women Wealth Advisors-Best-In-State: The Top RIA Firms list published in February 2024 was ranked by SHOOK Research based on data as of 9/30/23. Neither Forbes nor SHOOK received a fee in exchange for rankings.

Happy Women’s History Month! I’m celebrating the fact women are taking control of their financial futures and sticking to their plans for the long term - triple the rate of men. Want to help keep the momentum going? By join my team, you can empower women to maximize their finances, too. Message me to start the conversation. *2022 Financial Planning Benchmarking Study, Northwestern Mutual

This Women's History Month, Gladstone Wealth Partners is inspired by the courage and resilience of women throughout history. This month, we celebrate not only the achievements of women in the past but also those who are actively shaping the future—especially in the world of finance. The landscape of financial services is evolving, with more advisors seeking independence from traditional wirehouse and brokerage models. This shift towards autonomy is about more than just financial gains; it's about creating a legacy, making an impact, and empowering clients on a personal level. Simultaneously, the dynamics of financial decision-making are evolving, with more women controlling household economics and the balance of wealth continuing to shift toward women. With the growing influence and economic power of women, the financial industry stands on the cusp of a transformative era—one that promises greater independence, equity, and recognition for women and women advisors. At Gladstone Wealth Partners, we believe that women financial advisors are at the forefront of this transformation. Your unique perspective, empathy, and unparalleled ability to connect with clients are invaluable. As we navigate the future of finance, Gladstone is here to support women on their journey as financial advisors, including on their path to independence. Let's take this month to honor the trailblazing women who have paved the way and who inspire one another to break new ground. Together, we can continue to build a more just society and a more inclusive financial industry. Here's to the courageous women of yesterday, today, and tomorrow. Happy Women's History Month! #WomensHistoryMonth #FinancialAdvisor #WomeninFinance

If anyone knows about importance of financial planning and preparing for the future, it’s Kimberly Bridges, PhD, CFP®, CPWA®,CDFA®, RMA, Director of Financial Planning for BOK Financial. She spoke to a group of women entrepreneurs at Piatti recently about women and wealth, sharing top tips for women and personal finance. (Alex N., Albert Matta, and Cathy Haffner)