Patriot Holdings’ Post

𝗧𝗶𝗺𝗲 𝗵𝗮𝘀 𝘁𝗵𝗶𝘀 𝘀𝗻𝗲𝗮𝗸𝘆 𝘄𝗮𝘆 𝗼𝗳 𝘁𝗶𝗽𝘁𝗼𝗲𝗶𝗻𝗴 𝗽𝗮𝘀𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝘄𝗲'𝗿𝗲 𝗯𝘂𝘀𝘆 𝗹𝗶𝘃𝗶𝗻𝗴 𝗹𝗶𝗳𝗲😊 Greetings Linkedin family! Yesterday marked a significant milestone for me as I celebrated my first year at Goldwyns . Looking back, I vividly recall the mix of nerves and excitement that accompanied my decision to join this dynamic team, especially as I was preparing for a major event in my life. Transitioning into a new work environment brought its own set of challenges, but I was determined to embrace the opportunity for growth. As expected, the journey was filled with ups and downs, but each obstacle served as a catalyst for personal and professional development. From mastering new tasks to forming meaningful connections with colleagues, this past year has been a whirlwind of learning and discovery. Today, I stand proud of the progress I've made and the person I've become. Cheers to the adventures yet to come! ----------------------------------------------------------------- 𝕴𝖋 𝖜𝖊'𝖗𝖊 𝖒𝖊𝖊𝖙𝖎𝖓𝖌 𝖋𝖔𝖗 𝖙𝖍𝖊 𝖋𝖎𝖗𝖘𝖙 𝖙𝖎𝖒𝖊, 𝕴'𝖒 𝕲𝖑𝖔𝖗𝖎𝖆, 𝖆𝖓 𝖊𝖝𝖕𝖊𝖗𝖎𝖊𝖓𝖈𝖊𝖉 𝕬𝖚𝖉𝖎𝖙𝖔𝖗 𝖉𝖗𝖎𝖛𝖊𝖓 𝖇𝖞 𝖆 𝖕𝖆𝖘𝖘𝖎𝖔𝖓 𝖋𝖔𝖗 𝖌𝖗𝖔𝖜𝖙𝖍 𝖆𝖓𝖉 𝖊𝖓𝖑𝖎𝖌𝖍𝖙𝖊𝖓𝖒𝖊𝖓𝖙. 𝕴 𝖘𝖍𝖆𝖗𝖊 𝖊𝖓𝖗𝖎𝖈𝖍𝖎𝖓𝖌 𝖈𝖔𝖓𝖙𝖊𝖓𝖙𝖘 𝖔𝖓 𝕬𝖈𝖈𝖔𝖚𝖓𝖙𝖎𝖓𝖌, 𝕬𝖚𝖉𝖎𝖙𝖎𝖓𝖌, 𝖆𝖓𝖉 𝖙𝖍𝖊 𝕻𝖗𝖔𝖋𝖊𝖘𝖘𝖎𝖔𝖓𝖆𝖑 𝖘𝖕𝖍𝖊𝖗𝖊. 𝕷𝖊𝖙'𝖘 𝖈𝖔𝖓𝖓𝖊𝖈𝖙 𝖋𝖔𝖗 𝖋𝖚𝖙𝖚𝖗𝖊 𝖎𝖓𝖙𝖊𝖗𝖆𝖈𝖙𝖎𝖔𝖓𝖘. #Audit #Accounting #throwbackthursday #auditing #workannivasary #thoughtleader #20daylinkedinchallengewithhaoma

For Certified Financial Services, monthly meetings are a crucial touchpoint for staying updated on our goals and strategies. Today is the start to our Summer Associate Program! The beginning of a career can be an exhilarating time for new summer associates. Agencies often welcome these fresh faces with comprehensive meetings that provide an overview of the firm's culture, expectations, and the road ahead. #culture #certifiedfinancialservices #joincfs #learning #teambuilding #teamculture

Post 6 When I started these posts, I said that I would share some observations gained while building two companies, through the lens of how it helped me to learn, grow and evolve my world view. But so far, I have only told you the background story. Observation #1- Most great people want to work hard, be challenged and have the opportunity to advance their lives and careers. If you can provide that, in an environment where they feel supported, inspired, and safe, they will do things that you previously may not have thought possible. When people ask about what our team did together more than a decade ago, it is usually about the fast launch and scaling, the AUM growth and the depth of our connections to the RIA community. Those things are well known and are all true. But from my perspective those things were the results. The “what.” The powerful part of the story and the experience that changed me forever, is the “how.” The thing that made all of those results possible, was the team that we were able to assemble to join us initially and along the way. Period. Our secret weapon that gave us the ability to hire such great people at our young age as a firm, was that principles-based, culture-first environment that was purposefully built even before the firm got going. It was the daunting thing that definitely felt a bit scary out of the gate, that ended up being the secret sauce. Almost every firm has a culture statement and its own set of values. Nothing unique about that. The thing that made us different, I think, is what was actually written and how committed we were to it. Our culture statement wasn’t about being perfect. It was about starting out as very good and working hard every day to get a little bit better. It was aspirational, yet uncompromising.  It talked about how we wanted to treat each other, our clients and our partners. It talked about how we would deal with the inevitable failures that we would have and how they could sow the seeds of our future successes. It talked about how we would deal with conflicts with each other and be known for creating productivity from it. It talked about admirable traits, like quiet confidence. In the early days, putting all of that out there felt vulnerable, but the feedback was immediate. Turns out the best and brightest want to work in a high performance, high growth environment where there is a known and respected set of agreements around how things get done. Things that are real and observable on a day-to-day basis and nobody is immune. Particularly those at the top. The thing I will always remember is how that place made me feel when I was in the office. It was special. To the business leaders reading this, I can’t fully quantify the enterprise value that this created, but it was a lot. To anyone reading this who struggles with the work environment that surrounds you, don’t lose faith. You don't need to compromise your values to achieve success. Be well, Erick

📣 A Thought-Provoking Insight on Accountability vs. Ownership 🤝 Yesterday, I had the privilege of attending an eye-opening one-on-one session for Quadrant Resource Interns, expertly mentored by the remarkable Debi Mishra. Not only did he share a wealth of knowledge on life skills and personal experiences, but a few life lessons truly struck a chord with me—one of which I'd like to share with you today. During the session, Debi shed light on the intriguing difference between accountability and ownership. He emphasized that accountability involves being responsible for the results, but ownership takes it a step further—it's about feeling a profound personal connection and dedication to the outcome. His words resonated deeply with me, underscoring the importance of not merely assuming accountability for any task or project but wholeheartedly embracing ownership to ensure a higher level of commitment and success. This got me thinking: How do you perceive the relationship between accountability and ownership in your professional life? Do you approach your responsibilities differently when you truly feel a sense of ownership? Let's engage in a meaningful discussion on this intriguing concept and the valuable life lessons we can apply to excel in our careers! #AccountabilityVsOwnership #ProfessionalGrowth #ThoughtLeadership #OwnershipMindset #LifeLessons

Welcoming our new associates into the big family! Some of them are students, career switchers, and even client-turned associates! When you are in the business of impacting lives, you are thankful to have more people recognize the work we do, and more importantly, help us pay-it-forward to more people around. #MoreHappierEasier #Career #Financialadvisory #Investing #SBIJourney

As we navigate our careers, taking time to reflect on our growth trajectory is invaluable. Think about where you started, the milestones you’ve achieved, and the lessons learned along the way. This reflection isn't just about celebrating successes; it's about understanding our journey and planning our next steps. How do you measure your professional growth?

Hi!! After three hectic busy days in Edinburgh, I spent my first day at the London office today. Following that, I headed off to the Grant Thornton building at Finsbury Square, to speak at a panel about career changes. I’m exhausted, to say the least, and on the train home. But as the train chugs along, I’m sat here reflecting on some of the panel discussions. ** When speaking of careers, one recurring theme is career growth. As a follow on from that, we sometimes assess all decisions with respect to how they’ll impact careers and titles. For example, how a career switch will affect grade? Or how might having a baby affect growth? Or for that matter, how might getting into a relationships affect career growth? Or for that matter, how might ending a relationship affect our careers. To that I just want to say this. While career growth is a great aspiration, I always believe that we must lift our heads and think not just about what careers we want to have, but instead, what lives we want to lead. Don’t get me wrong. I’m a single parent, writer and all that, yet I’m super serious about my career; and a very ambitious person. Yet, my career is part of my life, and not the other way round. If I have a good life and mediocre career, it’d be better than having a brilliant career and an unfulfilled life. ** In case you’re sat somewhere, reflecting during a journey, in a parellel universe, thinking about your next career move, it’s my hope that my questions might help provide a different perspective. Goodnight for now. I have a hungry kid at home 🏡 and some dinners to sort :) #career #life #panels #speaking #risk #governance #conduct #culture #think #perspective #holisticliving #mindset #vision #leadership #leaders #parenting #relationships

Switching Careers for Happiness After 20 Years – Pauline’s Career Case Study   Pauline is a qualified accountant who has worked for a number of large organisations in their finance team. By any definition, Pauline had built a “successful career”. But she had to admit to herself, she hadn’t enjoyed working in finance for at least the last eight years.   Read what Pauline did about this and the outcome that she achieved >>   https://lnkd.in/gwgg_2Un     #FutureUCoaching #DreamCareer #InterviewTips #FindYourPurpose #CareerHappiness #CareerCaseStudy

The biggest risk of joining a big firm is being lulled into a sense of complacency. Not getting mentorship? The firm will figure it out. Not getting enough work? The firm will figure it out. Not sure if you'll keep getting work? The firm will figure it out. The incentive alignment just isn't there - at a big firm, you're not any one partner's responsibility. So no one is making sure you're getting a great experience. Take control over your career by building relationships and exploring opportunities. 

Celebrating the Value of Every Role: Have you ever stopped to ponder the significance of different professions in our society? It's a thought-provoking topic, isn't it? As someone deeply passionate about supporting professionals in their career journeys, I've often reflected on the importance we place on certain roles over others. Consider this: why is it that we perceive the work of a computer engineer or a stock broker as more significant than that of a janitor or a teacher? The reality is, each role plays a vital part in our interconnected society. Yes, the stock broker may navigate complex financial markets, and the computer engineer may innovate groundbreaking technologies. But let's not forget that the janitor ensures clean and safe environments for us all, and the teacher shapes the minds of future generations, often with limited resources and recognition. Similarly, the barista who serves your morning coffee contributes to your daily routine, while facing their own financial challenges. Shouldn't we acknowledge their importance too? It's time to shift our perspective and recognize the value in every role. Instead of placing arbitrary hierarchies on professions, let's acknowledge that we all rely on each other to thrive. We're a collective tapestry, each thread essential to the whole. At Joyful Considerations, we believe in celebrating the unique contributions of every individual. Whether you're a CEO, a janitor, a teacher, or a barista, your work matters. Together, let's build a society where every person's basic needs are met, and where mutual respect and appreciation reign supreme. Let's work together to create a world where significance isn't measured by job titles or paychecks, but by the positive impact we make on each other's lives. #ValueOfWork #Appreciation #MutualRespect #Inclusivity #TogetherWeThrive #JoyfulConsiderations #BCBA #MBA