Simmons Bank的动态

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP? of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/dmnShKCX #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

Some might say that they save the best for last - today is the final day of Tiburon CEO Summit XLVI in our home town of #Boston. Our CEO, Paul Saganey CFP?, will take the stage at 10:30am for a CEO Roundtable Discussion entitled “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)”. Paul will take the stage alongside some of the most innovative and successful leaders in the RIA space and this promises to be a highlight of the week's agenda. Joining Paul are: ? Jeff Schwantz, CRO of Advisor360° ? Matthew Fleissig, CEO of Pathstone ? Eric Kittner, CEO of Moneta ? Michael LaMena, CEO of Wealthspire Advisors ? John Longley, CEO of SageView Advisory Group #IntegratedPartners #Integrated #RIA #TiburonXLVI #wealthmanagement #financialservices #summit #industryleaders #seniorexecutives #IndependentAdvisor #Wealthadvisor #financialadvisor #investmentmanagement #investments #growth #leadership #partnership #financeindustry #finance #CEOSummit #WeBelieveInAdvisors https://lnkd.in/gxDwDUpX

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP? of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/d9BpifSv #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

Our weekly edition is out! Subscribers can read it all here: https://lnkd.in/eCdtcZX6 + A dive into Boston's luxury housing markets -- and why so many were relatively soft last year. + Four real estate industry leaders on the market and business trends to watch. + Local banks are adding "chief credit officer" positions to their top leadership teams. What does the job actually entail? + If you're permitting a development in Boston, you're more likely than not to be represented by one lawyer in particular.

It's official, Focus Business Development Powered by Sandler Training is growing!! Please join me in welcoming Ralph Sachs to our Sandler team in Richmond. The Focus Business Development team now has a combined 64 years of Sandler Experience as clients and facilitators! That's a lot of knowledge and mileage to support growing businesses level up. We're excited to support clients in the Virginia markets with our combined experience, expertise, and diverse skill sets. To get to know Ralph better, read his message below: Throughout my career, I’ve sold advertising, houses, heating and air conditioning systems, and even cultural change. For the last 25 years, I’ve been with Albemarle Heating & Air, most recently serving as the General Manager. My sales career began when I was just 10 years old, prospecting for customers on my TV Guide route. It's been 18 years since I was first introduced to Sandler, and it's been a transformative journey ever since. Everything changed when I read “You Can’t Teach a Kid to Ride a Bike at a Seminar.” I was instantly hooked. The Sandler tools didn’t just make me a better salesperson; they made me a better manager, a better husband, and a better father. Not the best, mind you—only better. Being the best is a never-ending journey. Now, joining Mike and Patrick at Sandler by Focus Business Development, I have the incredible opportunity to use the Sandler tools I've learned to help salespeople, sales leaders, and businesses improve. I want to help them be better—not just at work, but at home too. One thing I often say is, “I get more satisfaction out of hearing how the tools and concepts from Sandler have helped people in their personal lives than in their professional roles.” It's incredibly fulfilling to know that what we do can have such a profound impact. My journey with Sandler has been about growth and betterment, and I’m excited to continue this journey, helping others achieve their best selves, one step at a time.

With over 30 years' experience in leadership, operational excellence, and people development, Michael Kruger knows how to visualize, set, and achieve meaningful goals. His achievements include revamping operational models for sustainable cost savings and profit enhancement, developing new products and markets, negotiating and delivering multi-million Rand contracts, restructuring organizations, managing multi-billion Rand infrastructure projects, and turning around underperforming businesses across the MEA region. Michael is inspired these words often attributed to Viktor Frankl's words: “?????????????? ???????????????? ?????? ????????????????, ?????????? ???? ?? ??????????. ???? ???????? ?????????? ???? ?????? ?????????? ???? ???????????? ?????? ???????????????? ??????, ???? ???????? ????????????????, ???????? ?????? ????????????, ?????? ?????????????? ?????? ?????? ??????????????????.”

The quote mentioned in The Business & Leadership Coaching Company's post below is both profound and has been a guiding light in my journey towards personal and professional growth and happiness. It often occurs to me that if we took the time to choose our responses to the happenings of our lives, experienced multiple times in a day, and filtered them through the outcomes we desire and the personal or professional brands we want to build, would they be the same as our instinctive reactions in the past? ?Invariably not. ?With the benefit of hindsight, we see where, and sometime wish, we could have thought and acted differently to achieve a better outcome – one that aligns with the quality of relationships we seek to develop and brings us closer to the person we aspire to be. ?This has certainly been the case for me. Armed with the certainty that I knew what was right and what was needed for me, and everyone around me, to succeed, I often acted impulsively, with a clear notion of what I wanted to achieve practically, but not giving too much thought to the people involved, the ones I needed or “was doing it for”. ?Boy, was I wrong. ?How many opportunities and relationships did I ruin along the way? It took the guidance of well-meaning mentors and many a frustrated, sometimes painful, introspection for me to learn that every interaction is an opportunity. ?An opportunity to be the person you want to be. ?An opportunity to live your authentic truth. ?An opportunity to give as well as to receive, and sometimes giving more. The trick is to know what you want and then to think, act, and react in a way that you can look back on and be proud of yourself for how you approached the interaction. ?To be comfortable with, even happy, that the outcome, is what it was supposed to be. Since then, I have kept this quote close to my heart and have let it guide me in every interaction and relationship I have had. ?Sometimes getting it right, sometimes not so much, but always with the understanding and confidence that being true to your authentic self is the only way to be truly happy and foster and maintain effective relationships, no matter the purpose they serve in your life. Thank you to the mentors and coaches I was blessed with knowing, for helping me see how I was derailing my own ability to achieve the things I felt most passionate about. ?I am living a more authentic and happy life now, and your impact on me will never be forgotten or taken for granted.

Moonish Sood has been an inspiration and a role model for many of us. His message reinforces the importance of investing in self and how #genpact has been driving individual and Org growth through best in Class programs such as GOLD and Women's Leadership Program. Our Learning and Development has been one of the strongest pillars that fuels curiosity and cultivates a growth mindset. Moonish has been a great ambassador for many things, including this particular Genpact value! #leadershipinsights #leadershipmindset #leadershipmentoring

Having returned from sabbatical, the challenges and demands on our COO community remain diverse and at times unexpected. I am excited to reconnect with our global alumni and network of Chief Operating Officers. Feel free to reach out - it feels as though I never left. Nonfinancial risk, operational resilience, technological innovation challenges, and ongoing leadership investment are key agenda items for COOs. #COO #Leadership #OperationalExcellence https://lnkd.in/eRWYh2S5

?? Exciting Update! ?? Chris Wilk, Core Sales Team Lead, will be taking the stage at the Atlantic Community Bankers Bank ( ACBB ) Leadership Summit next week to discuss “Facing the Future: Decision Drivers for Financial Institutions.” ??? Don’t miss out on insights into how community financial institutions can thrive amidst industry changes! #CommunityBanking #IndustrySpeaker #Fintech