Investment Masterminds

Thanks to Steve Short and Mark Schlipman, AIF?, CEPA for joining this week's Advisors spotlight with host Jeff Thomas on the topic of simplifying investor conversations. You can view the entire segment here: https://lnkd.in/gbJbg9wz A portion of the proceeds from the book go to the Cancer for College Foundation. A cause that the book's authors and foreword Author, Will Ferrell all lend support to! Please visit the Cancer For College Homepage here: https://lnkd.in/eYpEPStk where you can see the video from the Founder alongside Will Ferrell share the mission behind the organization. #willferrell Swan Global Investments Carson Wealth Carson WealthCarson Group Omani Carson (he/him)

Thanks to Thomas P. Holland, CFP? of Global Vision Advisors, LLC. for joining us on this recent Advisor Spotlight for Investment Masterminds! Tom and his team at GVA were pioneers of Values Based Financial Planning in the early 2000's and have client relationships spanning multiple generations! Listen as he shares about the evolution of their firm, and how they maximize value to their clients. Robert Falvey Matt Havens #CFP CFP Board Swan Global Investments Jeff Thomas Cambridge Investment Research, Inc.

What a great panel discussion with some industry leaders on the topic of tapping into the generational wealth transfer! ?? Tap into the largest wealth transfer in history ?? Build a multi-generational service model ?? Attract & Enhance relationships with prospects and clients You can watch or listen to the replay here: https://lnkd.in/efyjGkYS Thanks to our guest speakers, Carina Diamond, MBA, CFP?, AIF? Christine Wedell Abbey Henderson, CFP?? RLP?? CPCC?? CAP?? AEP?? Nina O'Neal RFG Advisory AIM Advisors NewEdge Advisors NewEdge Wealth Gries Financial Partners Arkadios Capital

Great speaking with Natalie Hales from Natalie Hales Marketing in a discussion about helping advisors own their niche, and develop a plan to market to their ideal clients. ?? Discover Your Niche ?? Craft Your Positioning ?? Develop Your Place in the market ?? Tell a Powerful Story to Your Ideal Clients You can contact Natalie through LinkedIn or her website NatalieHales .com Jeff Thomas Swan Global Investments Females and Finance Community

Thanks to our expert guest speaker Debra Ohstrom, CFA for joining us for this weeks marketing spotlight!

Jeff Thomas hosted this fun and informative session with Andree Mohr, President of Integrated Financial Partners and Matt Ackermann, Chief Content Officer to talk about the book "Center Stage: How to Become the Star of Your Own Practice". Found where books are sold (I also have some copies left for Financial Advisors). PM me if you'd like a copy. Swan Global Investments Madeleine Guillette #lpl #marketing #finance

Less than a week away until the 2024 US Presidential Election. Thanks to Kevin O'Leary, Cameron Dawson, CFA and Rick Wedell for joining Investment Masterminds recently to talk about what we should be paying attention to in regards to the Election and the Economy. Here is the abridged 15 minute version of the segment. You can find the full episode on the Investment Masterminds LinkedIn Page (make sure to follow!) O'Shares Investments NewEdge Advisors NewEdge Wealth NewEdge Capital Group Swan Global Investments RFG Advisory

Thanks to Jamie Shulman from Meriwether Group Capital for sharing his story of how the Hero Fund is helping small businesses invest in themselves. It goes back to my mantra that doing the right thing is often good for business! Thanks to Shana Sissel, CAIA from Banríon Capital Management Inc. for the introduction! Jeff Thomas Swan Global Investments #portland #smallbusinesses

Thank you Jeff Thomas for having me on Investment Masterminds talking about my favorite subject, Women and Wealth! #cfppro #investmentmasterminds #femalesandfinance #womenandwealth #ashtonthomas Swan Global Investments Ashton Thomas Private Wealth https://zurl.co/x6D5

?? The financial industry is changing—fast. With 1/3 of financial advisors predicted to retire in the next decade, the question is: Are you thinking about what’s next for your practice? Join us on November 12th for The M&A Virtual Summit: Opportunity of a Lifetime. We’ll be diving into the opportunities ahead for those looking to buy, sell, or merge practices. ?? November 12th, 2024 | 1PM EST ?? Get actionable insights to future-proof your business ?? Join us online and be part of the conversation Hope to see you there—register now! https://lnkd.in/eQ_D_h7H #GatewayFinancialPartners #NAIFA #FinancialAdvisors #Mergers #Acquisitions #MergersAndAcquisitions