Vincent DeSimone, CFP®, CRPC®, AIF®’s Post

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

I am very honored and humbled to be recognized by Forbes for this award for the fifth time in six years. I could not do this without the best team ever in Tom Faley, Seth Pirc, Jeni Gonzales, Ali Boop, and Sean Price. Here at Faley Eckerman Wealth Management Group, we feel like a family, and we believe that this differentiates us and allows us to provide exceptional experiences for our clients. 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Recognizing a Leader: Ted Halpern’s Standout Achievement in 2024 🌟 Ted Halpern’s ranking as #74 in the “150 Advisors to Watch – Over $1B” by AdvisorHub is not just an honor—it marks a year of unparalleled dedication and expertise in wealth management. This distinction, achieved amid a record number of nominations, highlights Ted’s enduring commitment to delivering exceptional financial guidance at Halpern Financial. Celebrate with us as we acknowledge Ted’s significant contribution to the financial sector and our community. His innovative strategies and steadfast dedication continue to set the standard in our industry. 🔗 Explore More: https://lnkd.in/eBKtUsf5 ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #LeadershipInFinance #HalpernFinancial #AdvisorHub #Top1000Advisors

Spotlight on Excellence: Melissa Sotudeh's Prestigious Recognition 🌟 Join us in celebrating Melissa Sotudeh's remarkable inclusion in the 2024 Advisors to Watch list by AdvisorHub. Among over 300 nominations from highly esteemed firms, Melissa's selection underscores her profound impact and expertise in wealth management. This accolade reflects her commitment to enhancing financial strategies and client outcomes at Halpern Financial, where she continues to drive innovation and excellence. 🔗 Read More here: https://lnkd.in/es6tKEek ------- AdvisorHub’s Methodology: With nominations from 339 distinguished firms, all nominees needed to meet rigorous criteria, including at least seven years of experience, a minimum of $150 million in assets under management (AUM), and a spotless regulatory record. Advisors were evaluated based on the scope and composition of their practice, their year-over-year growth, and overall professionalism. Open to all firms and advisors, this ranking is purely merit-based and incurs no participation fees. #WealthManagement #AdvisorsToWatch #FinancialExcellence #HalpernFinancial

I had a meeting with Dan Skiles, President of Shareholders Service Group. These were some of my key takeaways from the call. 1.Folks who do really well usually get their CFP, most broadly recognized, provides extensive education/knowledge, can work without it…however increases your upward mobility in both position and comp with the CFP certification, helpful with being in a position to be client facing.  Growing knowledge is a life-long goal.  Push hard on testing and certifications, FINRA certifications, higher ed, etc. 2. Super into inside operations of how financial markets work behind the scenes which led him to go into financial services and presents at various conference forums.  This has helped build many connections and network opportunities to get him to the position he is in now. Wasn’t shy about getting to know competitors and partners that they work with, just embrace the conferences and information, 3.When selling companies the process begins with valuation and synergies.  Other critical areas were culture and mission, need goals to align, belief in advisors, if the partners liked working with each other. 

We had the pleasure of having Catherine J. Williams, Head of Practice Management at Dimensional Fund Advisors, join us at our Business Builders Academy™ last week. Dimensional’s Global Advisor Study is an incredible resource for advisors and it’s always great to learn more about what high-performing firms are doing. Lauren Kaufman Ray Sclafani #wealthmanagement #financialservices #womeninwealth #financialadvisor #financialplanning

What a great way to start the year!! We were recently named as one of the FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS in 2024! We are all so humbled and honored to receive this recognition. Thank you to our clients as well. We wouldn't be here without you. Search Wellesley Private Advisors in Massachusetts to find us. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. https://lnkd.in/eZ7TUbhT

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/eAyWUPUh for more info.