Shore Tompkins Actuarial Resources的动态

I'm proud to work for an amazing firm like Mariner! Proud to share that Mariner has been ranked #4 in Barron's Top 100 RIA rankings. This achievement wouldn't be possible without the trust of our clients and our incredible team of advisors and associates. #wealthmanagement #investmentmanagement #taxplanning #estateplanning #retirementplanning #educationplanning #businessplanning

This post was more emotional for me that I expected. Major milestones are worth celebrating and they are much more fun to celebrate with others! Not only are we celebrating FFA’s 10 year anniversary this week, but we also crossed our first $1 Billion in assets that we steward for our clients - a figure I never dreamed was possible. The honest backstory is for many years, I fought against the idea of scaling a business. I intentionally avoided things that grew enterprise, and chose to stay focused on building my client practice. I got so disenchanted running a firm that I almost sold it (twice!) at a significant discount, just to avoid having to build it. I didn’t want to work that hard. As a result, we grew almost accidentally, in spite of me. Only in the last 4-5 years have I welcomed any growth. Looking back now, it’s hard to believe how short sighted I was. I can’t imagine my life having not gotten to where we are today at Fiduciary Financial Advisors, an inc. 5000 company. And frankly we are just getting started. (The next Billion is already underway and shouldn’t take long.) Thanks to a handful of the less obvious folks along the way. Yes for sure, everyone in the firm’s post below. But also specifically Emily VerWys, Stephanie Hino, Lucy Shair Foundation for Women in Finance (RIP L), Jonathan Koop, Greg Skidmore, Kevin Cusack, Joe Horlings (the first person to ask me meaningfully what I was going to do for the rest of my career), Drew Wilson, Stephen Yarmesch, and Worklab by Custer.

I am thrilled to share that I received the Rising Star award today! Grateful to Institutional Investor for this recognition in our industry. Big thanks to my incredible team at Trek Wealth Solutions for their unwavering support. Here's to many more years of providing exceptional strategies, timely advice, and coaching to our clients, ensuring they rest easy knowing their money is in good hands! #RisingStar #Finance #WealthManagement

I’m really looking forward to joining up with Christian and Ash to talk about the implications of the Consumer Duty for financial advisers’ ongoing services in this Thursday’s webinar (see link below). Don’t let the proliferation of middle-aged bearded men put you off - it should be a really interesting session focused on both the theory and practice of ongoing service design/delivery. #fca #consumerduty #retailinvestments #financialadvisers #regulationspecialists

Picture this: one day, you’re a sports star, the next, you’re sidelined with an injury. Sounds scary, right? Enter career-ending insurance—a policy that can pay you a lump sum if things go south. Because who wants to be caught off guard without a backup plan? www.ambersmithwc.co.uk ?? 01622 817335 or 07833 435906 The value of your investment can go down as well as up. You could get back less than you invested. Ambersmith Wealth Consultancy Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 27/8/2024 #ambersmithwealthconsultancy #insurancepolicy #investment #financialplanning

Discover the unique experiences of our Founding Partner, Bob Minker, and Managing Partner, Robert Minkler Jr., in the latest issue of Missouri Society of CPAs The Asset. This father-son duo shares some of their journey in the accounting profession, revealing how their shared passion and dedication have shaped their careers, influenced our firm and inspired our team. Read the full Q&A to get an inside look at what it truly means to have "CPA in the DNA." https://lnkd.in/gBJBPgMs

Here's to 4 Years Celebrating the incredible journey of Sieg Stander and Meyer Bosman, who joined our PWM Mossel Bay team from Old Mutual 4 years ago on the 1st of March. Your dedication and expertise have been integral to our success. Here's to many more milestones together! Private Wealth Management (Pty) Ltd | An Authorised Financial Services Provider | FSP 50787 | https://bit.ly/48dARcz #WealthManagement #GlobalMoneyWeek #SAEconomy #FinancialPlanning #PlanningAhead #FinancialManagement #FinancialWealthManagement

I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes?#shookresearch?#wealthmanagement?#financialadvisor?#ForbesTopAdvisor?#ForbesSHOOKTopAdvisor

Picture this: one day, you’re a sports star, the next, you’re sidelined with an injury. Sounds scary, right? Enter career-ending insurance—a policy that can pay you a lump sum if things go south. Because who wants to be caught off guard without a backup plan? www.ambersmithwc.co.uk ?? 01622 817335 or 07833 435906 The value of your investment can go down as well as up. You could get back less than you invested. Ambersmith Wealth Consultancy Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 27/8/2024 #ambersmithwealthconsultancy #insurancepolicy #investment #financialplanning

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