STRATOS

Please join us in Westchester, NY for an upcoming educational and networking event. We will share ideas on “Preparing Yourself and Your Business for Practice Acquisitions.” For more details and to register for this free event visit: https://lnkd.in/gXDtu22k

Are you prepared for practice acquisitions? Please join us in Denver for an upcoming educational and networking event. We will share ideas on “Preparing Yourself and Your Business for Practice Acquisitions.” For more details and to register for this free event visit: https://lnkd.in/gQfC2pjP

Join us in Denver, CO for an exclusive event hosted by FA Workshops and their partners! ?? To register, visit: https://lnkd.in/eT3dfd6y

In a recent ThinkAdvisor op-ed, Stratos’ Brian Bunker, MBA, CIMA, CMFC and Michael O'Brien outlined several key questions that potential acquirers should ask about the firms they are considering—as well as of themselves—before making any deals. ? “The ultimate success of mergers-and-acquisition-based growth — especially at the financial advisor firm level — requires an honest assessment of readiness, a precise alignment of interests across all parties and prioritizing your team’s ability to deliver the same level of service to clients,” they write. ? Read the entire checklist on #ThinkAdvisor’s website. ? #MandA #FinancialAdvisors #WealthManagement #FinancialServices #Stratos #BrianBunker #MichaelOBrien. ? https://lnkd.in/exQ3uUYv

A round of applause for #Stratos CEO Jeff Concepcion and Stratos Wealth Enterprises President Lou Camacho for being named finalists in ThinkAdvisors' Luminaries awards program! Jeff was named a finalist for Executive of the Year in the RIAs more than $10 billion AUM/AUA category and Lou is a finalist in the M&A Leader of the Year category for RIAs with more than $10 billion AUM/AUA. The Luminaries program "recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession." Winners will be announced on Dec. 11 at a ceremony in New York City. See the full list of finalists at: https://lnkd.in/gcZRCnp2 Nominations were submitted to ThinkAdvisor between June and July 2024. No fee was paid to be included in the ranking or to hold out marketing materials. Inclusion on the list is not an indication of an advisor's future performance. Your experience may vary. #WealthManagement #FinancialServices #FinancialAdvisors

We welcome the challenges, believing they bring out the best in us—our sharpest thinking, most creative problem-solving, and strongest teamwork. Instead of being intimidated by obstacles, we’re motivated by them. ?? https://lnkd.in/exdZPFb3

Join Jeff as he sits down with Scott DiGiammarino and Ted Jenkin, the founders of JPTD Partners, to discuss the latest trends and strategies in financial advisory transactions. With decades of combined experience, Scott and Ted offer invaluable advice for advisors looking to understand the evolving landscape of private equity, valuations, and strategic transactions. Click here to listen to the full episode: https://heyor.ca/oHnLCH

We would like to welcome Webster F. Nicholson, Jr., Ed.D. to the Stratos family! He will be a Wealth Consultant/Financial Planner for First Genesis of Virginia.

A wonderful testimonial from the President and CEO of Pistone Wealth Advisors! This is why we do what we do! ?? ?? ?? ?? ?? https://lnkd.in/eKmgTMje

On the road this September 05, 2024, at 1:30 PM. Come out to The Twisted Fork, 1191 Steamboat Pkwy, Reno, NV 89521, USA to see Jeff Concepcion. To register for this event: https://lnkd.in/ewVhQGNg STRATOS