Sanctuary Wealth的动态

Buckle up and put your helmets on because today’s Main Stage events at Sanctuary Wealth’s OASIS2024 have been a wild ride. Discipline and resilience ring true for each of our speakers. Sanctuary’s Co-Presidents Vince Fertitta and Robert Walter began the morning, followed by our partners at tru Independence and finally retired U.S. Navy SEAL Marcus Luttrell in conversation with Edward Christiansen, CPFA of Muirwood Private Wealth and Michael Longley, Chief Growth Officer at Sanctuary Wealth. Let us take you through the morning step-by-step because you don’t want to miss a single detail. Vince and Bob reminded advisors that clients’ success is predicated on partner firm success, and using everything Sanctuary has to offer will deepen their client relationships and agility. Bob added, “this is a platform built by advisors for advisors.” Vince said, “Steel sharpens steel,” to remind us that the best make each other better, and that’s what Sanctuary is all about. tru Independence CEO Craig P. Stuvland and President and Chief Innovation Officer Amit Dogra spoke about shared values of high-integrity culture and community. Marcus Luttrell then hit us with some hard truths. “All [we] have is discipline and attitude,” Luttrell said, “If you’re in this room right now, you never gave up. “You’re in the money business, you’re saving lives. I hope you’re a surgeon; that’s the weight you carry,” Luttrell said, leaving us with a lot to think about as we go into our breakout sessions for the day. #SanctuaryDifference #OASIS2024 #BoldAmbition #PowerOfPartnership #WealthManagement

Sanctuary Wealth’s Growth Village is our favorite place to gather and connect with new and old friends, share insights from our breakout sessions, and dive into new ideas at the Learning Hub. Our Growth Village reminds us what OASIS is all about: new connections and new perspectives, gathering to make each other better and sharpening all the tools Sanctuary has to offer. All done over a cocktail or two! The Growth Village hosts our Bold Bites stage, where Sanctuary’s team shares snackable insights for quick, bold, action. Partner firms mingle with our valued strategic sponsors to create new ambitious paths for client experiences. #SanctuaryDifference #OASIS2024 #PowerOfPartnership #FinancialAdvisors #WealthManagement

We couldn’t be more thrilled to welcome our brilliant friends and colleagues from tru Independence to OASIS 2024. The cultures, strengths and partnership of Sanctuary and tru came to life at the welcome reception for tru’s first OASIS experience. In celebration of tru’s 10 years of success and impeccable client service, we look forward to what the future holds. #OASIS2024 #BoldAmbition #partneredindependence #wealthmanagement

Digital Agility, Client Engagement and Business Foundations are at the core of the Nexus of Value, Adam Malamed, Sanctuary Wealth’s CEO, shares his vision - and data - of the future of the wealth management industry. Mike "Coach K" Krzyzewski, former coach to Duke basketball, Team USA basketball, and more, shared his four A’s of leadership: Agility, Adaptability, Accountability and above all, Attitude. When your team is led by these, shows up with courage, and wins with values, you’re all empowered to take bold action together, he shares through his stories of coaching winning teams. Before Adam and Coach K, recording artist Josh Moreland opened with a bold show to set the stage for the two powerful talks that were to come. More in store at OASIS 2024!

We’ve hit the ground running at #OASIS2024 with two impactful pre-conference workshops inspired by our theme of #BoldAmbition. Our Subarctic Survival Experience session transported financial advisors to the challenging subarctic region – without leaving Florida! This workshop took attendees out of their comfort zone, personally and professionally, to test their collaborative and problem-solving skills, and demonstrate the importance of synergy in achieving success as both leaders and team members. In our other pre-conference workshop, Ambition in Action – Mastering Support Excellence, Client Associates from our Sanctuary Wealth elite #partnerfirms learned valuable insights and practical skills to streamline workflows and boost productivity. Shout out to Sanctuary Wealth leaders Shanelle Grisso, Head of Platform Education and Communications; Laurie Burkhard, Head of Business Consulting; and Kaylie Zielinski, Manager of Platform Education for leading this empowering session. Be sure to check back for updates throughout the event! #SanctuaryDifference #WealthManagement #FinancialServices #Education #FinancialAdvisors #PartneredIndependence

The stage is set for #OASIS2024, and the anticipation is building! Members of the #SanctuaryWealth community — our amazing #partnerfirms, strategic partners and team members — are making their way to Florida for Sanctuary’s premier annual conference! With #BoldAmbition guiding us, get ready for an incredible agenda packed with inspiring speakers, engaging educational sessions, important firm updates, and tons of networking fun! We are so excited to see everyone and for the chance to re-connect with old friends and meet new ones. Safe travels, everyone ... see you soon! #SanctuaryDifference #partneredindependence #wealthmanagement #powerofpartnership #financialadvisors

Our powerhouse keynote speakers are gearing up to hit the Main Stage at #OASIS2024 and we can hardly wait! From riveting first-hand accounts of their exploits to lessons learned, Mike "Coach K" Krzyzewski and “Lone Survivor” Marcus Luttrell will share their deeply personal stories of adversity and triumph. They are #BoldAmbition personified! Participants can also look forward to an insightful panel featuring two renowned Washington, D.C., insiders offering their take on the current political environment and the upcoming #election. Throughout the event, #SanctuaryWealth executive leaders including CEO Adam Malamed, President Vince Fertitta, President Robert Walter and Chief #Investment Strategist Mary Ann Bartels will share powerful – and practical – perspectives on today’s environment and tomorrow's opportunities. It’s an agenda that is bold and ambitious. We are all looking forward to meeting our colleagues, strategic partners and #partnerfirms at OASIS2024! #SanctuaryDifference #WealthManagement #FinancialServices #FinancialAdvisors

There is nothing spooky in retail and housing data this week. In #TheWeekAhead report for #SanctuaryWealth #partnerfirms, Chief Investment Strategist Mary Ann Bartels expects to see retail sales data that shows the consumer is still spending because of stronger-than-expected disposable income. We’ll also get housing data this week, but they won’t account for the rebuilding post-hurricanes Helene and Milton. Finally, we will keep an eye on Federal Reserve Board releases and whether there is insight into November and December rate cuts. Learn more about Sanctuary Wealth and The Week Ahead report at SanctuaryWealth.com. #SanctuaryDifference #wealthmanagement #financialadvisors #markets #investing

Congratulations to the team at Upland Private Wealth, who are celebrating two years as part of the Sanctuary Wealth community! We’re thrilled this dynamic team chose the power of partnered independence to support the firm’s mission to empower client success with empathy, personalized resources and informed guidance. Kudos to Founder and Wealth Advisor Brandy M. Reichert, CFP?, and Client Administrators Kensey Kissler and Jessica Nelson. Happy anniversary of independence! We’re proud to count you among our elite partner firms! #SanctuaryDifference #partneredindependence #wealthmanagement