Washington Trust Bank’s Post

It's inspiring to witness the leadership of Kevin Kane, Chase Kostichka, Matt Krutza, Kim Preston, and Bryan Swanson, five exceptional senior leaders highlighted in this feature story. Their passion and decades of expertise in guiding our clients' growth is a testament to their commitment. Embodying our core values of integrity, service, and community involvement, they are leaders who set benchmarks for inspiring guidance and proactive client service. Their dedication plays a pivotal role in our continuous journey towards excellence and client success. https://ow.ly/BnYE30sAB8K

As part of the Distinguished Speaker Series, Michael Mettee, CFO of FirstBank, highlights the crucial roles of community involvement and innovation in banking. In this conversation with Dean Tom Steenburgh, he shares insights on leadership, career growth, and commitment to community and collaboration. 🔗:https://ow.ly/v22M50Son67

This Black History Month, AAAA’s Chair Emeritus Alex David, CEO of Stifel Independent Advisors shares recruiting success in 2024 and shares a business imperative for success going forward. #blackhistorymonth #wealthmanagement #financialservices #financialadvisors #financialplanning #ceotips #blackexcellence

“ALL OF A SUDDEN WINS DIDN’T FEEL THAT GOOD AND LOSSES DIDN’T FEEL THAT BAD.” - George Brett, Kansas City Royals There are voices on LinkedIn like Mike Finger, Cliff Spolander and Chris Mercer who warn all business owners that there will come a day when they will leave their business. It may come soon or it may come later but when it comes the business must be in the right shape for sale or transfer. We can learn from George Brett. One day he woke up and it was time to move on. Imagine if he was told he had to play for three to five more years with that mindset. It would have wrecked his career and taken the luster off of his hall of fame status. Getting your business ready for a PLANNED or UNPLANNED transfer or sale is hard work but it is worth it because when that day comes you want to be prepared. And yes this can take three to five years to get the optimal results. Clip from George Brett Interview - https://lnkd.in/gByaNYuc #businessowners #businessplanning #businessprotection #successionplanning #bvpp #seattle

What's your Big Challenge? I've now been at the helm as CEO of Family First CU for 7 months. How time flies! During this time, I've navigated a State Exam, an Annual Audit, and an IT Audit. Great times 🙂 (wink, wink). Recently, I had the pleasure of attending the Michigan Credit Union League's New CEO event. It was a fantastic opportunity to meet and connect with others in the same position. One of my big questions to everyone was, "What is your biggest challenge?" Unsurprisingly, the main answer was staff. Closely followed by the need for Loan and Membership Growth. Today I would like to explore the staffing challenge and would love your input. Challenges ranged from getting enough staff, getting staff on "your team," training, and motivation, these issues are top of mind for many of us. I find myself facing the same challenges, and it got me thinking: How do we motivate our staff? How do we gain their trust? How do we become the mentors they need? How do we navigate this crucial part of our business? How do we meet the needs of the business while staying "understanding?" How do we communicate to the different personality types? How do we make the "hard" decisions to let someone go? How long before we can expect to see change? How do we "know" that we are hiring the right person for the job? These questions are critical as we strive to create a thriving, cohesive team. Looking forward to exploring new strategies and sharing insights with this amazing community. #CreditUnions #Leadership #TeamBuilding #Motivation #Growth #NewCEO

We're bullish on your future. Our Advisor Development Program supports your professional growth and your path to becoming a successful Merrill financial advisor. See how the Merrill Advisor Development Program can fit into your career journey. Lets connect and start a conversation!!! #merrill #career

#FridayThoughts with James Fitzsimons and Sylvia Jones “It takes 20 years to build a reputation and 5 minutes to ruin it. If you think about that, you’ll do things differently.” Warren Buffett Head on over to today’s weekly Newsletter to find out more about building your reputation at work. #elevateyourreputation #elevateyourcareer

In a recent strategic move, Merrill Lynch has appointed Reginald Lillie II as the new leader for its Pasadena Central Valley Market. Reginald, a veteran with 18 years of industry experience, previously contributed to the success of a 200-advisor team in Houston. This transition marks a significant shift after the departure of Marcel TenBerge to RBC Wealth Management. Reginald's trajectory—from starting at Ameriprise Financial to leading at Merrill—exemplifies a strong path of professional growth and dedication. 🌟 🚀 With $6.5 billion in assets under management and having been recognized in Forbes' next-gen best-in-state wealth advisors list, Reginald's diverse expertise is set to propel Merrill's growth in Southern California. His leadership style underscores the importance of leveraging comprehensive wealth management strategies to achieve client success. 📈 How critical do you find leadership transitions like this in shaping the future of financial advisory firms? Have you experienced similar shifts that have significantly impacted your team or organization?  #FinancialAdvisors  #LeadershipDevelopment  #MerrillLynch  #WealthManagement  #CareerGrowth