Wealthspire Advisors’ Post

A few weeks ago, Team 413 had the opportunity to work with the amazing Anna Sparks from the The Sparks Group . We completed individual assessments of our Identity Maturation Framework, then we were able to regroup as a team to learn about each stage. We finished our session in small groups to discuss where we think the overall company sat within this framework and where we would like to see the company sit in the future. We were able to learn a lot about ourselves, 413 as a whole, and help create a path of where we would like to see 413 grow.   #growthmindset #dothework #smallbusiness #futuregoals

Once the wealth has been created by the entrepreneur, New Big Topics come to mind. This is going to be an excellent conversation for those #entreprenuers who experienced a significant sale. #familydynamics #afterthesale #preservation

Preserving wealth and developing an empowered rising generation go hand in hand. It all begins with communication, but it can be difficult at times. Please let Pete Wilson or me know if you are interested in joining TIGER 21 and want to join us for this event with Whitney Webb, who leads Cresset's family education department and was featured as Family Wealth Alliance, Inc.'s 2022 Young Professional of the Year! We'll cover how and when to discuss wealth with the rising generation, giving you actionable tips to improve your approach and bring your family together around these critical topics. #nextgeneration #uhnw #familybusiness #familyoffice #tugboat

The path to success isn’t always clear, but it’s yours to create. Take the first step today with Lexington Capital Holdings by your side. #CreateYourPath #SuccessJourney #LexingtonCapitalHoldings

Outlook 2024 gave investors a look into artificial intelligence advancements and its affects on financial and economic markets. Hosted by our Co-Founder Bob Simpson, thank you Prathna Ramesh at FutureSight for a great discussion and sharing your insights! Watch the full webinar here - https://lnkd.in/epwUjaSy #finance #artificialintelligence #investing

Venture Capital News - Venture Capital News Headlines

"Year's end is neither an end nor a beginning but a going on, with all the wisdom that experience can instill in us." – Hal Borland As we approach the close of another year, let's take a moment to pause and reflect. It's a time to cherish the wisdom gained, the challenges overcome, and the growth experienced. This isn't just an end; it's a stepping stone to further journeys and achievements. 🤔 Reflect & Share: As we bid adieu, we invite you to fill in the blank: "This year, I learned __________, and it will guide me into the new year." Whether it’s a financial lesson, a personal insight, or a newfound perspective, sharing your experiences can inspire and enlighten us all. Here at Willamette Wealth Partners, we're grateful for the year’s journey with you and eagerly anticipate continuing this path of growth and discovery together. #YearEndReflection #WisdomGained #WillametteWealthPartners

Thrivent offers four types of #lifeinsurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? I'm here to help you navigate your options and select the best plan. Learn more: https://bit.ly/3x9ty4L #GetLifeInsurance #Thrivent

Thrivent offers four types of #lifeinsurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? I'm here to help you navigate your options and select the best plan. Learn more: https://bit.ly/3x9ty4L #GetLifeInsurance #Thrivent

Join David Tang, our founder, as he explores the heartfelt philosophy behind Spire Group — “Fulfilling Dreams, Enriching Lives” 🌟 From empowering our clients to reach their financial goals to supporting our advisors in their personal ambitions, and fostering growth in every facet of life. Dive into how we're making a difference! 💼🚀💙 #SpireSg #FulfillingDreamsEnrichingLives #DreamsEnrichInSPIRE"