Si Martin’s Post

Congratulations to Byrne Financial Freedom, LLC on being named to LPL Financials’ Summit Club in 2024! This prestigious award recognizes the top advisors, representing less than 2% of the firm's advisors, who have demonstrated exceptional growth and excellence in financial guidance. Such an achievement reflects the dedication and hard work of your entire team, as well as the trust and collaboration of your valued clients. Here's to continued success and prosperity in the future! #FinancialPlanning #LPLFinancial #AdvisoryServices #RetirementPlanning

🥁Introducing… the UNT Financial Planning Fraternity🥁 Are you or your firm passionate about recruiting top talent, networking, and empowering the next generation of advisors? Look no further! Our co-ed fraternity is dedicated to helping students build confidence, expand their networks, and excel in the world of financial planning. Let’s connect and make an impact together! 💼🎓 #FinancialPlanning #NextGenAdvisors #UNTMNY

Every year as the summer months draw near their end, LPL Financial hosts its annual conference for financial advisors. While the conference is an excellent opportunity for advisors to expand upon professional interests, discover ways to enhance their impact on clients, and connect with industry experts — learning is a two-way street. Learn more about takeaways in the Weekly Market Commentary: https://lnkd.in/gZVMsuVV #FinancialAdvisor #NewportBeach

Congratulations to the 2024 class of Financial Planning Rising Stars. This year’s early career honorees are doing so much to advance the industry through peer mentoring, outreach to marginalized communities and financial literacy initiatives. And so much more. Read their inspiring stories below, and join us in thanking them for their dedication to making improvements to the wealth management industry. #wealthmanagement #financialplanning #financialadvisors #financialadvisers

PGW Professional Development Days: 2030 Vision! 🔎 Following on from our recent announcement, we are excited to unveil more details about our upcoming PGW Professional Development Days, centred around the forward-looking theme, "2030 Vision: Driving Dynamic Growth in Financial Planning." This event is designed to inspire long-term thinking and equip you with dynamic strategies to navigate the evolving landscape of financial planning. Our sessions will be packed with insights from industry leaders, as we explore what it takes to thrive in the future of financial planning! 🌐 #FinancialPlanning #Markets #Investments #FutureVision #ProfessionalDevelopment #FinancialAdviser

Glad to announce that I'll be taking the stage as the speaker in London today at etc.venues 155 Bishopsgate at the Personal Finance Society Conference. Join me for an insightful session on "Late Life Planning Conundrums," where we'll delve into crucial topics such as: 🔵 Understanding how financial planning businesses are valued 🔵 Appreciating which business efficiencies will enhance value 🔵 Why access to quality data is key and how technology plays a crucial role 🔵 Knowing what aspects to focus on for a successful exit 🔵 Gaining insights into what actions make a positive difference to business valuations This signifies the start of the inaugural #series in the reimagined #PFSXCHANGE, with three more captivating events on the horizon. To secure your spot for the next event, register here 🔗https://lnkd.in/e78-NPiY or connect with me directly. Looking forward to an engaging and insightful session! #pfsxchange #speakerannouncement #financialplanning #conferenceexpertise #CatalystPartners John Chapman Andy Cumming Martyn Laverick

One week to go until the CFP Board's Connections Conference. Bento is looking forward to speaking on "Digital Client Engagement", and we cannot wait to learn from and with so many client-centric CFPs, #financialadvisors and leading academics. Particular sessions marked in our calendar already include: 💲 "The Impact of Financial Literacy on Financial Health and Wellness" with Sonya Lutter 💥 "Financial Planning and the Client Experience" with Anthea Tjuanakis Cox and Rich Jones 🎓 "Winning the War for Talent with Attractice Career Pathways" with Sarah Becker and Jamie Kulik 🖥 "Incorporating Technology into Your Practice" with Joel Bruckenstein and Patrick M Spencer #financialplanning #wealthmanagement

We are starting our Meet the Team Monday series! 😄 The Balance: Wealth Planning team grew greatly last year, with many new faces joining us! 👀 We wanted to start this series so you can get to know us all on more of a personal level. Starting the series is our Managing Director & Financial Planner... Rebecca Aldridge. #BalanceWealthPlanning #NotttinghamFinancialPlanner #LincolnFinancialPlanner #FinancialAdvice #MeettheTeam

This transformative event is designed for ambitious WOC founders ready to master their money and build lasting financial legacies. Over three impactful days, you’ll apply my proven 3P framework—Preparation, Performance, and Profitability—to transform your business. Why Join This Masterclass? • Expert Guidance: Learn directly from me, Patrice Malloy, The Affluent CFO™️, with over 20 years of experience in finance and business transformation. • Proven Frameworks: Gain access to the 3P framework and tools that have driven success for countless businesses. • Community Support: Connect with like-minded WOC founders and build a network of support and empowerment. What You’ll Learn: Day 2: Elevating Performance By Monitoring KPIs: Understand how to track key performance indicators to measure progress and make data-driven decisions. Then use these insights to identify new revenue and business goals. This masterclass is perfect for WOC founders who are ready to transform into balanced, profitable CEOs of businesses that are powerfully positioned for scale and sale. If you’re committed to achieving at least $250k in bottom-line revenue and creating a lasting financial legacy, this masterclass is for you. I'm using Streamyard to grow my business and my visibility. I invite you to do the same. (Plus, it's a tax write-off 😉) Want to create live streams like this? Check out StreamYard: https://lnkd.in/gWf78bkz