Congratulations to Evan Elizaldi on his promotion to Senior Account Executive and Team Lead! 👏 Haven’t had the honor of working with Evan? Get started with Evan and Park Place Finance today! https://hubs.li/Q02N5Hfz0
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Today we spotlight Joe Stevens, our Senior Account Manager in our Commercial team! Learn more about Joe, from what he loves most about his role to a questionable unpopular opinion… 🤨⚽ Who would you like to see next? #charlesanddean #team #employeespotlight #financebroker #brokeroftheyear #businessfinance #vehiclefinance #meettheexpert
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Managing Director + Atlanta Market Leader @ Embark | Strategically partnering with CFOs + their teams to close gaps, execute projects, and solve problems with our team of ex-Big 4 CPAs and consultants
In a survey of 500 finance leaders comparing 2024 to just two years prior, they reported taking on numerous new tasks, underscoring their role's dynamic and expanding nature. Before diving headfirst into uncharted territory, let’s discuss your approach. I’d love to share insights on how our team has helped finance leaders navigate their expanding roles and achieve some quick wins.
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Part 2 of my conversation with Lindsey Parrish of Empowered Self Storage Consulting & Management. This segment is focused on thoughts on team member development, with a sneak peak into Lindsey's start in self storage. If you have 15 minutes, give it a watch!
Welcome back as our conversation between Lindsey Parrish and Jessie Lamb Vice President of Strat Property Management, Inc. continues, and we dive into team member growth and development.
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Today, we are introducing Harry Devine! Harry joins us as a Client Service Officer in the Review team. Harry has experience in real estate and property development, but he is now studying to pursue a career as a financial adviser. Fun fact: his favourite food is a Bunnings sausage! 🌭 Welcome to the team, Harry! #financialadviserbrisbane #financialadvisermelbourne #financialadvisersydney #financialadvice #financialplanning #wealthmanagement #finacialplanningau
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I can highly recommend Olivia and Steve from Stonegate Wealth Management for anyone wanting fiancial advise!
I’m delighted to announce we’ve been named Stone’s only Top Rated financial planners for the second consecutive year by being featured in VouchedFor’s Top Rated Guide. It’s truly a great honour, and we’d like to say a big thank you to our team for all their hard work; we wouldn’t be able to do it without you. And, of course, our amazing clients; if it weren’t for your invaluable feedback, we wouldn’t be where we are today. Your trust in us allows us to pursue the work we’re passionate about.
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I really do believe that our clients can only benefit from a joined up Financial plan working with a team of like minded professionals. All playing to our strengths and deliver the very best outcome. Here's to the future ##thevalueofadvice ##financialplanning #collaboration
“I take great pride in having built long-term and trusted relationships - both with clients and professionals - because, at the end of the day, it’s all about working together to help people achieve their hopes and dreams. As Beaufort Financial Reading evolves into Finli Thames Valley, this is an exciting new chapter that will further enable and strengthen those collaborations.” Mark Dolby, Director & Senior Financial Planner
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Some fantastic feedback for our Manager Adam Dunne and his team. To find out more about how Adam (pictured below) helps his clients, visit our website - https://lnkd.in/eYWcVHJn #coventryaccountant #nuneatonaccountant #hinckleyaccountant #clienttestimonial #clientfeedback
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It's not just about numbers; it's about the relationships and milestones we've reached together. Here's to another year of collaboration and success! 💼💪 5 days to go before #EOFY #Countdown #TheBusinessLadiesinRed #PropertyManagement #OwnersCorporationManagement
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As one of the personal case studies profiled in our The Fifth Trimester + Vivvi white paper, "The R.O.I. of Caregiving Benefits" PwC's brilliant Well-being Leader and Managing Director DeAnne Aussem, NBC-HWC, PCC, CHIC shared her story so we could show the impact she's made growing her family and her career at PwC simultaneously. I love a woman who loves numbers. Check these out: 22: number of years at PwC 75,000: employees globally who are reached by the well-being programs she's helped develop 4: different fertility benefits she and her wife used to conceive/adopt their two kids 14%: increase in self-identified LGBTQ+ representation at the firm just in the last year! Every one of those stats (and more) has calculable R.O.I. (and is also just, ya know, wonderful). So proud to get to feature you, DeAnne!
Founder, CEO | Leadership Alchemist | Mindset, Resilience & Lifestyle Medicine Coach | Culture champion and Wellbeing leader | Keynote Speaker / Emcee | Positive deviant | Proud LGBTQ+ wife and mom | CHIEF Member
I recently sat down with Lauren Smith Brody, founder of The Fifth Trimester, to discuss the many ways PwC’s benefits support our people and how they have personally helped my wife and I grow our family. 👩👩👧👦 💕 Find the full story here: https://bit.ly/48suFMK
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Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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