NotaryCam’s Post

With spring fully underway our clients have sprung into action and left our advisers excellent reviews on VouchedFor. Take a look at the reviews below to see how our advisers have helped prospective and existing clients. Pippa Vick, Steffan Alemanno DipPFS, Rowan Hedley CFP™ APFS, Matthew Cole #financialplanning #financialadvice #toprated

Grateful for our amazing clients! It's feedback like this that drives us to keep delivering exceptional service and commitment every step of the way. Ready to make your next project a success? Let's talk. Renovo Financial #ClientSuccess #RenovoFinancial #RealEstateInvesting #TexasRealEstate #SanAntonioRealEstate

Discover how CREiQ can help you with you #CRElease ⬇️

When speaking with financial advisors, I often hear they want to grow by acquiring another practice. Anyone who has actively pursued that growth initiative has certainly found it to be "Easier Said Than Done." That doesn't mean it can't and won't happen. It will be a process that will require much consistent effort. The competition is fierce and there are many buyers who have deep pockets and don't mind paying above-market multiples. I like to remind advisors not to lose sight of the proven revenue growth drivers that many successful advisors continue to use to maintain organic growth: ➡ Gain Additional Assets From Existing clients-The Simplest Way To Grow ➡ Find New Clients-Advisors Should Never Stop Prospecting ➡ Improve Your Retention Rate-Never Stop Paying Attention To Your Existing Clients ☑ Buying another practice can potentially catapult your practice to another level, but do not discount the importance of maintaining your organic growth efforts. #wealthmanagement #financialadvisors #morganstanley #wellsfargo #merrilllynch

Please join the Archway Capital team at the California MBA 2024 Western States CREF Conference in Vegas on September 4-6 where top industry leaders, lenders, influential investors, forward-thinking developers, and key stakeholders will gather to discuss market trends, economic signals, future forecasts, emerging opportunities, investment strategies, debt and equity structures, and the evolving landscape of capital deployment. Archway Capital’s President, Bobby Khorshidi will be featured on the 'Structured Finance and Bridge Lending – Finding Safe Harbor' panel and will discuss the latest loan structures on higher leverage executions, pre-stabilization loans, bridge to bridge, and rate cap strategies. Panel topics will include transitional bridge, mezzanine, preferred equity, participating debt, C-PACE, and secondary financing. Reach out to schedule a meeting: originations@archwayfund.com Bobby Khorshidi, Tom Noble, Marissa Wilbur, Jessica Carter, Anthony Johnston, Joshua Kohan, Nikki Howell #mortgagelending #bridgeloans #cre #commercialrealestate #mortgagebrokers #cmba #alternativeinvestments #realestateinvesting #WSCREF24

Check out this insightful article on LPL's recent deal to acquire Atria Wealth for $805 million: https://lnkd.in/gX9-bn5K. The move suggests LPL's team will be fully occupied with client transitions. Advisors contemplating a shift should be aware that Great Valley Advisor Group's team stands ready to assist in navigating any potential transitions. #FinancialAdvisors #TransitionSupport

Following on from our post last month, we wanted to highlight that there is still an opportunity for a select number of ambitious, talented brokers to join our growing community here at Acorn Business Finance. Joining our team comes with a host of great benefits, with achievable 2 year equity targets, an ongoing provision of leads and regular broker team events to name just a few. To find out more, check out our 2-page brochure below and get in touch via the contact info shown. #freshapproachtofinance #brokeragefirm #broker #financebroker #businessfinance #assetfinance #applynow

Wherever you are, you can be a part of the Lightway Finance community. Click the link in bio to get started. #LightwayFinance #Sendmoney #Fintechcompany #Bestrates #nohiddencharges #Uselightway

As we embrace the dynamic year of 2024 at Finchley & Kent, we're witnessing an exciting phase of growth and evolution in the #financial #advising #sector. Our focus is on empowering financial advisers with the tools and flexibility they need to excel in this changing landscape, making this an ideal time for advisers considering joining our #dealer #group. The trend towards independent advisory models is stronger than ever, reflecting a desire among advisers for greater autonomy and personalised client service. At Finchley & Kent, we support this shift by providing a platform that fosters independence while ensuring you have access to comprehensive support and resources. Our approach is designed to enable you to tailor your services to each client's unique needs, enhancing the value you deliver. Holistic advice is at the core of our philosophy. We believe in understanding the entire financial picture of our clients, and we equip our advisers with the tools and training necessary to provide comprehensive solutions. This approach is not just about #financial #planning but about building lasting relationships based on trust and deep understanding. Moreover, with the global financial landscape continuously evolving, staying informed and adaptable is key. We ensure our advisers are well-equipped to navigate these changes, offering regular updates and training on global economic trends and regulatory shifts. Join us at Finchley & Kent as we step into 2024, a year marked by opportunities for growth, technological innovation, and enhanced client services. It's an exciting time to be a part of our team, where we're not just keeping up with the industry; we're setting the standards. #finchleyandkent #dealergroup #financialplanner #financialadvisors

Don't miss my teammate Marwan Batta speak on strategy of leveraging AI tools and solutions in your #equipmentfinance business. Marwan's insights will have you on your way to #winfast #riskless and #profitmore today!