Strongpoint Partners’ Post

𝗜𝗖𝗬𝗠𝗜: LPL Financial has welcomed Ken Hutkin and Ron Winkler to its LINSCO channel. Operating under the brand 𝟱𝟳𝘁𝗵 𝗦𝘁𝗿𝗲𝗲𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, this team becomes the first LINSCO office in New York City! With over $400MM in advisory, retirement, and brokerage assets, Ken and Ron bring decades of expertise from their time at Wedbush Securities. Their move is all about positioning for the future. Ken Hutkin shared, “LPL’s flexibility, scale, and resources will allow us to grow and ensure business continuity for our clients and legacy.” It’s clear they’re excited about the potential to thrive with LPL's wealth management platform and support network. Congrats to the 𝟱𝟳𝘁𝗵 𝗦𝘁𝗿𝗲𝗲𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 team for making this move! Winthrop & Co. 💡 𝗟𝗜𝗡𝗦𝗖𝗢 𝗮𝘁 𝗟𝗣𝗟 ⬇: Linsco by LPL Financial is a unique employee advisor channel that combines the best of both worlds for financial advisors—𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗼𝗳 𝗮 𝗹𝗮𝗿𝗴𝗲 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻. Advisors under this model are technically employees of LPL, but they benefit from many of the same freedoms as independent advisors. Here’s why it’s worth knowing about: • 𝗪𝗵𝗼 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀: Advisors looking for a balance between autonomy and support. If you’ve been thinking about gaining more control over how you serve clients, but aren’t ready for the full jump into an independent RIA, this could be the ideal middle ground. • 𝗪𝗵𝘆 𝘁𝗵𝗲𝘆 𝗯𝗲𝗻𝗲𝗳𝗶𝘁: Linsco offers business ownership without the burden of overhead and infrastructure management. LPL provides a turnkey office solution, allowing advisors to focus on building client relationships and growing their practice, while LPL handles compliance, technology, and operational needs. • 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀: Advisors maintain their brand identity, but operate with the backing of LPL’s extensive resources. This model gives them the freedom to tailor their services, all while benefiting from an established institutional platform, superior technology, and compliance oversight. #LINSCO #LPL #NewYorkCity #WealthManagement

We are pleased to announce that Presight has delivered sequential revenue and net profit growth in its first year as a listed company. Presight’s revenue is up by 14.7% to AED 1,780.6M, with a 5.1% year-on-year increase in net profit. The results were underpinned by major domestic project deployments throughout FY2023 and more so in the last quarter of the year.   The Company’s balance sheet remains highly liquid and debt free, providing Presight with significant financial flexibility to fund its operations and fuel future growth. In FY2023 AED 336.6M of cash was generated from operations.   Thomas Pramotedham, Presight’s CEO commented: “The health of our balance sheet gives us the potential to accelerate our growth through future capital deployments, which could include targeted geographical expansion, new product development to future-proof growth, or value-adding acquisition.”   #presight #financialperformance #abudhabi #dataanalytics #aiforgoood Thomas Pramotedham Dr. Adel Alsharji Ram Meyoor Xiaodong Zhou Xiaoyin Yang Nick Clements

Special shout outs to the ShadowDragon team for making 2024 Inc. 5000 list. "An annual ranking of the fastest-growing privately-owned companies in the U.S., the list is compiled using percentage revenue growth from 2020 through 2023. To qualify, companies - which cannot be subsidiaries - must have been founded and generating revenue by March 31, 2020. According to the list, the Alabama companies on the list experienced 197% median growth and added nearly 8,200 jobs. ... ShadowDragon of Hoover at 4,210, with 104% growth. (software) " https://lnkd.in/ddSiYQfm

For the third consecutive year, AltX-listed 4Sight Holdings Limited (JSE 4SI) has announced double-digit growth in revenue, profit and cash on hand, with the reviewed financial results published for the twelve-month period ended 31 December 2023 showing a significant 70,6% jump in operating profit over the previous financial year. “Our unwavering commitment to executing the long-term business strategy we first implemented during the Covid period in 2020 has created a stable business model that continues to drive growth and deliver robust returns,” explains Tertius Zitzke, Group CEO at 4Sight Holdings. “We will always remember our Non-Executive Director, Herman Singh speaking to us when eased restrictions allowed us to return to our offices in 2020. After a question about the future with Covid, he said to the MANCO: ‘What’s right… will be left’, and that ignited our drive toward innovation in the new business environment during and after Covid.” Results for the 2023 period under review include: ● Revenue increased 34,9% year on year (YoY) ● Operating profit grew 70,6% ● 4Sight grew its cash balance by 44.8% from R70.3 million to R101.7 million ● Earnings per share (EPS) increased 127,9% ● Net asset value (NAV) increased 28,5% Headline earnings per share (HEPS) for the period under review increased 127,8% from ZAR2.379 cents per share for the year ended 31 December 2022 to ZAR5,420 cents per share. #4Sight #OperationalTechnologies #People #Partners #Products #Passion

We're halfway through small caps reporting season. Two big themes so far: 1. Real evidence of a weaker consumer is showing in results. Bad for some, but companies who are taking market share in a declining market have been rewarded by investors. 2. We've seen some important inflection points for several companies in the Firetrail Small Companies Fund in turnaround phase - e.g. Bravura Solutions, Integral Diagnostics (IDX) Thanks Juliette Saly for having me on ausbiz to discuss everything small caps this reporting season! Firetrail Investments

Click on the link below to read my blog on share plans and myths around them! 💡 💯

“Part of the power that Voya Financial and Benefitfocus have as they come together is our ability to take different pieces of data […] and use those to inform them and help them make better decisions.” - Pete Caporale, VP of Product, shares his excitement over what the future holds for Benefitfocus. #RadicallySimplifyingBenefits #Benefitfocus

Conversation with client as they shared their success in the past couple of years: "Joe we're doing great. We tripled the value of our business in the past two years and expect to double that in the next two years through organic and acquisition growth." QUESTION: Has your key-person #LifeInsurance (death benefit amount) kept up with this exciting growth? QUESTION: Would it be advantageous for you to consider this projected growth and cover that financial need (death benefit) today when you are younger (and healthier)? #MainStreetUSA

Here's a recap of our noteworthy figures for the year. We are celebrating the accomplishments and grateful for our client partners. Let's take this momentum into 2024 for even greater achievements in the upcoming year. #teamwordle #yearinreview #crmsoftware

To say that we live in interesting times would be an understatement. The public has so much access to information, and there is such a push for transparency. Are there easy steps you can take to amplify your business? The answer is yes. You must get a little introspective and make a commitment to follow a mini-plan. Let’s take a look at these steps: #IMO #InsuranceMarketing #InsuranceMarketingOrganization #AnnuityMarketing #FMO #FieldMarketing #SuccessfulAdvisors