Stifel Financial Corp.’s Post

Are there opportunities for growth at your current firm? It's no secret that financial advisors who join Stifel are positioned to experience significant growth as a result. With a full suite of product offerings, paired with uniquely personalized support, there is no limit to your potential success. Find out why we're the firm #WhereSuccessMeetsSuccess: choosestifel.com/growth/

Practice Management 💡 Reinvesting in our business We're always surprised by the reaction from fellow advisors when we mention how we invest in our business. "Is the branch assisting?" Nope! "Outside partners?" Nope! We self-fund all of our investment 🚀 . We're constantly looking for opportunities to promote growth while at the same time enhancing the client experience. Whether it's a branding refresh (pictured), client events, professional development or new technology, we are passionate about innovating and improving our deliverables at every level. #InvestingInOurBusiness #ClientExperience #BusinessGrowth UBS Samantha Hodgkins

At CEO.works, we work with organizations that are navigating big shifts—whether family enterprises, private capital, or large corporations. Each client faces different challenges, but the core need is the same: effectively deploying financial and human capital to keep pace with where value is moving. Family enterprises are investing their capital in businesses they own or plan to acquire. Private capital institutions are redeploying funds on a large scale. And large corporations are dealing with transformation as value shifts and money moves. Our job is to help each of these clients allocate their most critical resource—human capital—at the same speed they deploy their financial capital. #TalentToValue #FamilyEnterprises #PrivateCapital #BusinessTransformation #HumanCapital #ValueCreation #CEOInsights #CapitalDeployment Hein J.M. Knaapen Chris Gagnon

🚨 Explore our new blog post on the transformative role of Family Offices in embracing change, innovation, and sustainability. Learn how digital advances and collaboration are driving the future of wealth management. Discover PwC's and Julius Baer Family Barometer 2023 insights on preparing for generational shifts and ensuring a prosperous future through strategic wealth transition. Interested in how your Family Office can adapt and thrive? Click here to learn more and stay informed in the #FamilyOffice community. #FamilyBarometer #PwCforFamilyBusinesses #PwCFS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS

In this episode, Erik Seeney, Wealth Planning Strategist, UBS is joined by Nick Francia and Keith Apton, The Capitol ESOP Group, UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. • How Employee Stock Ownership Plan works for business owners, their employees, and families. • The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. • The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan. #ShareUBS