Spencer Financial Services’ Post

It's been a couple of days since our London conference and I've had time to reflect. I've noted a few of my favourite quotes from the event... - Financial planning is actually a change management role - Stay curious longer - Commitment, courage, capability, confidence - 'Swamp monsters' - 'Advice monsters' What were yours Sam Instone, Pippa Miller, Robert Lockie, David Burgess, Emma Stalkartt, Charles Wood, Phillip Arbon, Simon Brown CFP, Rachel Jones, Jordan Wiadrowski, Darren Weeks, Alex Arnbäck, Sara Clason, Ulrika Öström, Joel Wigsén, Michael Aitken, Guillermo Mateu Ferrandis, Andy Gardner, Jenny Hampton, Matthew Horder, Elizabeth Hollamby, Colin Judd, Amanda Mayes, David O'Doherty, Dante Peters, Doug Pritchard, Mark Radford, Simon Reynolds, Jamie Stanford, Sharon Taylor, Brenda Bartlett, ICD.D, Phil Casarotto, Lukas Fleck, CFA, CIM®, Matthew Gour CFP, CIM, Laura Tarbox, CFP®, Zac Ghadially? #financialplanning #wealthmanagement

Gerber Kawasaki is proud to celebrate another recognition from the Los Angeles Business Journal! Congratulations to GK Managing Partners Matthew Iantosca, CFP®, Zachary Bainter, CFP®, and Elijah Souza, CFP®, on being named 2024 Leaders of Influence: Wealth Managers in LA. We are so proud to have each of you leading our team and helping build the next generation of advisors on the foundation of honor, integrity, and respect. #LABJ #Finance #WealthManagers The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

Merit Financial Advisors' CEO and Founder Rick Kent will be speaking at the Barron's Advisor Indy Summit on March 14th at 11:05 am. Join Rick as he shares his expertise on 'Navigating the Growth Landscape: Best Practices for Firm Performance Optimization.' Gain invaluable insights into elevating your firm's performance through strategic growth practices. Learn more here 👉 https://ow.ly/oaHL50QRemG #BarronsIndySummit #FirmGrowth #PerformanceOptimization #MeritFinancial

HUGE Congrats to Sean Howe, CFP® CEPA® on making AdvisorHub's list of 1000 Advisors to Watch! In case you've ever been curious about what type of leader Sean is, here's a quick anecdote: The announcement of the list came out on Thursday. I was attending a business education course all week (more on the that in another post) so didn't really have a chance to dig in - but got the notification I made the Next Gen list and was PUMPED! Sean texted me about 10 minutes later to let me know I made it. High five moment. The NEXT DAY, I'm catching up on everything from the week and realized "OMG Sean made the list of Advisors under $1 Bil!" Here's the text exchange: Me: "OMG did you know you also made the list?!" Sean: "Yup!" Me: "Why would you not say anything?!" Sean: "Bc that was your moment!" So - if you can please join me in Congratulating Sean and Celebrating HIS moment, I'd really appreciate it. Thank you to our teammates Gary Cundall and Xavier M. who support us and our clients each and every day. https://lnkd.in/eZTNM35X The 2024 AdvisorHub “Advisors to Watch” award was announced June 2024. Data as of 12/31/2022 and 12/31/2023 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

I recently had the privilege of attending the Ameriprise National Conference to cheer on some of my amazing clients: David Wilson, Drew Powers, Kris Kasturi, Pete, and Andreas Wilder. The event was phenomenal, and David crushed it and got recognized as a Top 10 Advisor! 🤩🥳 So proud of you, David! Here’s to continued success for you all! 👏💪 . . . . . #clientrecognition #clientwin #successstory #topperformer #clientgrowth #XFACoaching #financialadvisors #financialadvisorcoaching 

Another 16 net exits from the industry this week. ⬇ The biggest gain goes to Godfrey Pembroke Group, with 2 joining. Welcome to Ashleigh Dodt (Infocus (Australia)), Tim Renfrey (Ord Minnett), and Glyn Cooper (Empire Financial Group). Congrats! 👏 Your free Adviser Ratings profile is ready for you to claim! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

📢 Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle   📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager https://lnkd.in/emR7S34y Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested  #MeetTheFundManager #InvestmentStrategies #Financialplanning Coen and Clark Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. Coen and Clark Financial Planners is a trading name of Coen and Clark LTD. SJP Approved 21/02/2024

They say the apple doesn’t fall far from the tree. If this post’s photos of industry leaders and young staff is any indication, the adage rings true. These young padwans are in good hands with Knight Frank senior management. As mentors and powerful industry voices, our #global and #local leaders have decades of experience between them. They offer many opportunities for #nextgen to write their own Knight Frank stories and chart their own successful #realestate career paths to be proud of. Set goals. Reach out. Ask questions. Seek answers. Break new ground. The future shines bright.

Great article posted by Cornerstone Advisors - Ensure You'll Endure™ today. This article covers a strategy that helps UHWN and HNW individuals transfer wealth. The next couple of years are going to be extremely busy in the estate planning world. If you have questions on the GRAT enhancement Strategy send me a message and let's chat. #wealthtransfer #estateplanning

Today, one of Legacy Wealth Planning's founders and Managing Partner, Martin McClellan, shares the most valuable skill he's gained over the course of his career. What have you learned from your career? Share it with us in the comments! 👇 #LeaveYourLegacy