The Private Trust Company, an affiliate of LPL’s Post

When strategy meets ambition, extraordinary growth follows. Entourage is one of the fastest-growing broking offices in the country. With consistent nominations for numerous industry awards each year, their success speaks volumes. Curious about the secret sauce to their rapid growth, which enabled them to settle just shy of 700 deals in FY23? Read the case study here: https://lnkd.in/gYFqfeg4 #betterbeginshere

I'm honored to share that I've been named to the 2024 Forbes list of the Top Next-Gen Wealth Advisors for the second consecutive year. I share this honor with my team and congratulate them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day. #aiken #investments #sampsonwealthadvisorygroup #financialplanning #advisor #CFP®️ #CERTIFIEDFINANCIALPLANNER™️

Check out what you missed from Christopher Argent, Michael Mills, and Amanda Thurlow in this morning's session - the secrets for a successful nomination for the Digital Finance Function Awards! 🔍 Once you've uncovered all the secrets, why not nominate yourself, your team, or a peer for this year's awards? Remember, nominations close on Monday, 29th! ⏳ Access the nomination form in the comments below 👇 #cfos #financeleaders #accountingandfinance

Here's to another year of achieving milestones together, guided by our experience, expertise, and excellence. We’re grateful for the trust you all have bestowed upon us in the past financial year and hope to continue our partnership in the years to come! #newfinancialyear #financialyear #wealthbuilding #wealthcreation #financialpartner #jmfinancial #JMFinancial #JMFL

Bigger isn’t always better. Registered Independent Advisors (RIAs) have the advantage of being nimble and can be more responsive in critical times. Watch here as Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director of Regent Peak Wealth Advisors, explains. #ria #wealthmanagement #financialplanning

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3sEQrOr

We're thrilled to share that we've been recognized among America's Top 250 RIAs for 2024* by Financial Advisor Magazine. This honor reflects our team's unwavering commitment to excellence and our dedication to serving our clients. Read more: https://lnkd.in/gYm9nVF4 #topRIA #awardwinning #wealthmanagement #financialadvisor #financialplanning

The work we do helping clients realize their dreams matters. So does the way we do it. So, we're incredibly proud that Edward Jones has been named to the 2023 list of Fortune's Best Workplaces in Financial Services & Insurance®️. This demonstrates one more way we're living our purpose of making a positive impact for our clients, colleagues and communities. https://bit.ly/3SDwrGe

Consistent with our recent law firm survey, risk management in the legal sector has become increasingly challenging in the context of the macro environment…..but it also presents lots of opportunities that a forward looking internal audit function can help to unlock #internalaudit

March has been a memorable month for Offit Advisors! OA Financial Advisor Laura Sendldorfer, ChFC®, CIC® passed her Certified Financial Planner (CFP) certification exam! We are so proud! Ben Offit awarded Five Star Wealth Manager by Baltimore Magazine for 8th year in a row! OA recognized by Kestra Financial as an industry leader! Read the full newsletter and watch Ben’s Market Message at the link below. #FinancialPlanning #CFP #FinancialFreedom