Brian Wallheimer’s Post

It’s an exciting time for the future of financial advice. Striver’s recent Brimstone event brought together graduates and industry leaders, including BT’s Tim Howard and Katrina Parolin, to find out why it’s a great place for early-career professionals to start an exciting, rewarding, and dynamic career in financial advice.  #striverbrimstone #btacademy #financialadvisers 

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

Meet Our New Fellows: Ray'Chel W., Founder of ForOurLastNames. ForOurLastNames empowers early career professionals to transform financial stress into financial action through customized pathways, relatable education, and secure financial partnerships. Learn more about all 21 founders in the Future Founders Fellowship Cohort 10 here: bit.ly/fellowshipcohort10

It was my great honor to be named as one of Forbes 2024 Best-In-State Wealth Advisors! 🎉 No one achieves anything alone, which is why I'm so grateful to my team and our wonderful clients for bringing me here. 🌟 Recognitions like this are incredible, but my true bellwether will always be the satisfaction of those I am privileged to serve. 🙏🏻 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.

👨🎓 This graduation season I wasn't expecting to receive a sheepskin, but I am proud of what this certificate represents for our Morton Brown Family Wealth clients and community. For 100 days, Kathryn Brown, CFP®, ChFC® and I were part of a international cohort of financial advisors participating in Shaping Wealth's Building the Behavioral Advisor program. Our goal? To fight stereotypes for what an advisor is supposed to do. The course was collaborative but also deeply personal. We went beyond the WHY of our work to get to WHO we are and WHO we serve. We learned from each other and about ourselves, all in the interest of being more effective guides for the families we serve. Here are just a few of the concepts that were most powerful for me: 💸 What does it mean to be wealthy vs. rich 🗳 40% of happiness is choosing to be happy 😌 More is a number, Enough is a mindset 🔀 Our role as a guide is all about helping people navigate change The lessons of this program are alive in our work now and we are better advisors for having spent time with Brian Portnoy, CFA, Joy E. Lere, Psy.D., Neil Bage, and Meghaan Lurtz. #behavioralfinance #financialadvisor #futureoffinance

Certainly! Conscious capitalism combines profit-making with a focus on a higher purpose, stakeholder orientation, conscious leadership, and a conscious culture. It isn’t limited to specific industries or company sizes. It’s about integrating ethical considerations into business practices while achieving financial success so profit and purpose can coexist harmoniously.

Our mission to uplift the profession through specialized knowledge and education continues to move forward – and 2023 brought some big steps. Not only did we earn recognition as a finalist at both the 2023 WealthManagement.com Wealthies Awards and the ThinkAdvisor LUMINARIES Awards, but also we took home the Wealthies Award for our work with independent advisors and research dedicated to powering the business growth of RIA firms. In addition, our specialized designation programs brought unmatched knowledge from the field’s foremost experts to nearly 7,000 financial professionals – making a powerful mark on the industry. Stay tuned for more stories of impact to come and see how we can expand your opportunities. #financialservices #impact #expandyouropportunities #specializedknowledge

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. 

It’s Official! Not to say it wasn’t but now it’s in black and white HAHA I’m now an #MDRT member joining the ranks of many top advisors worldwide! Big thank you to my clients because without your support and trust, this definitely wouldn’t be possible 🔥 For my fellow advisors, let me share some info that helped me with my journey and I hope could help you too: 1. It doesn’t “just happen” Trust me, I’ve tested “just letting it come to me” during my junior years and obviously it doesn’t work that way. It takes strategy, and especially hard work! But not gonna lie, a small element of luck is there; and you can increase the chance of luck happening by doing what you need to do, day in, day out. 2. Block out the noise No one will understand you or what you do. They could be your closest family and friends! It weighed me down for years; now I learned to tune out the noise and focus. Everyone has a finite number of fks to give, so choose what you give it to. 3. Find your support My biggest support are my team at BR-ALPs NK District. Cornerstones being Alex Liew, Shih Ching Yong (Financial Planner) and Amy S. Y. Yap - Senior Life Advisor who have helped me ideate and refine my skills like blacksmiths crafting a strong blade. Find your circle, give value to each other. 4. Celebrate smaller wins One of my toxic trait is “Go big or go home”. I sometimes forget to celebrate smaller wins like contest qualifications, milestone clubs or even a good meal haha. Break your year into Quarters and then Months. Celebrate each end! 5. Find your angle If you know me a while now, you know my game is Social Media and the internet. Because I was born in it, moulded by it. But more importantly, I enjoy it! It’s all fun for me so it never felt like a chore to make content or even write this post! Find your game. Play it like the best player there is. Thank you all once again. If you want to engage me for planning, talks or just network, hit me up: https://lnkd.in/gku6g5H9 Cheers #brunei #financialadvisor #cfp #planwithGE

CFP Board’s youngest-ever Chair, Matthew B. Boersen, CFP®, CFA has made workforce development and increasing diversity in financial planning his top priorities. Check out his interview with Citywire’s Alec Rich for insights on his term and what’s ahead for the financial planning profession: https://lnkd.in/eCEVSnkT  #FinancialPlanning #CFPConnections24