Inc. Magazine has recognized Southwestern Financial Group, Inc. as one of the Fastest-Growing Private Companies and featured us on the Inc. 5000 list. Our focus on exponential growth for our firm, our brokerage / advisory partners, and their clients has been a major factor in increasing our revenue growth 213% over the last 3 years. With that much growth, we are now ranked #150 for Financial Services across the United States and #235 for all private companies in the great State of Texas! #southwestern #inc5000 #financialservices #fiduciaryadvice #financialindependence #alternativeinvestments #essentialassets ? Congratulations to all the other Honorees for making this list. Click the link to view the full list: https://lnkd.in/g6Yn3rnH
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Take a deeper look into the story of Simone Lee, CFP?, CRPC?, the 100,000th CERTIFIED FINANCIAL PLANNER? professional. Learn more about her inspiring journey as a first-generation American, career changer and working mother. Watch her story here: https://lnkd.in/efAs5ijv #100kCFP #CFPpro #FinancialPlanning ?
Simone Lee, CFP? is the 100,000th CERTIFIED FINANCIAL PLANNER(tm) professional in the U.S.
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Founder & CEO @ Resurgent Financial Advisors | Championing Fee-Only Fiduciary Standards | Empowering RIAs with Best In-Class Technology and Support
?? Advisors in the Southeast: Resurgent Financial Advisors is proud to call this region home. We understand the unique challenges and opportunities of growing a practice here. That’s why our partnership model is tailored to help advisors in the Southeast scale their businesses, serve clients at the highest level, and create a lasting legacy. If you’re ready to take your next step—whether it’s growth or succession—let’s connect. Together, we’ll make it happen. #SoutheastAdvisors #FinancialSuccess #EntrepreneurialAdvisors #KipCaffey #ResurgentAdvisors
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We are thrilled to announce that Trevor Wilde, AIF?, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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Exciting News! David Pickler, Esq., CFP?, ChFC?, CDFA? was named a Top Financial Advisor by InvestmentNews! Our commitment to communication shines through BullCast the Podcast & BullTalk, ensuring you stay informed and empowered on your financial journey. Learn more down below!
?? Meet the Top Financial Advisors in the USA for 2024! Discover how David Pickler, Esq., CFP?, ChFC?, CDFA? of Pickler Wealth Advisors, Matt Barber, CFA, CFP? of SignatureFD, Charles Zhang of Zhang Financial, and Ann Covington of CovingtonAlsina are leading the way with exceptional client service and innovative financial strategies. Their commitment to transparency, communication, and personalization sets them apart in the industry. Check out the full list and see how they’re transforming financial advisory. See the full list of winner here: https://hubs.la/Q02JhvJX0 #TopAdvisors2024 #FinancialAdvisors #ClientSuccess #WealthManagement
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Partner - Grant Thornton Australia | Accredited Adviser - Family Business Association (AU) | CA | FCPA
Join our webinar on 5th December 'Beyond Inheritance: Taking the Rising Gen on a Journey to Leadership and Legacy'. See registration details in the link below. #familybusiness
Join us for an insightful webinar to discuss the importance of financial acumen in preparing the Rising Generation in your family business to manage, grow, and sustain your legacy. Grant Thornton's family business specialists Kirsten Taylor-Martin and Ioly Kisin will be joined by guest speaker Emily Hammon from Scenic World in the Blue Mountains to cover essential topics such as: ?? Understanding the Rising Generation ?? The importance of Asset Protection ?? Financial literacy for a family business Sign up to stay informed: https://okt.to/v2YFwS
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Count down to our webinar focusing on the Rising Generation of Family Businesses begins… Even if you can’t make it, (we all know how busy December can get) please register as you can then access the recording. Kirsten Taylor-Martin Grant Thornton Australia #familybusiness
Join us for an insightful webinar to discuss the importance of financial acumen in preparing the Rising Generation in your family business to manage, grow, and sustain your legacy. Grant Thornton's family business specialists Kirsten Taylor-Martin and Ioly Kisin will be joined by guest speaker Emily Hammon from Scenic World in the Blue Mountains to cover essential topics such as: ?? Understanding the Rising Generation ?? The importance of Asset Protection ?? Financial literacy for a family business Sign up to stay informed: https://okt.to/v2YFwS
Beyond Inheritance: Taking the Rising Gen on a Journey to Leadership and Legacy
grantthornton.com.au
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Advisor to mid-sized privately owned business | Partner - Private Business Tax & Advisory
Please join my colleagues Kirsten Taylor-Martin and Ioly Kisin who will be discussing such an important topic for family owned businesses - educating and supporting the Rising Generation to set them up for success. Webinar is on Thursday 5 December from 12pm - 1pm AEDT. Details of registration below. #familybusiness #nextgeneration
Join us for an insightful webinar to discuss the importance of financial acumen in preparing the Rising Generation in your family business to manage, grow, and sustain your legacy. Grant Thornton's family business specialists Kirsten Taylor-Martin and Ioly Kisin will be joined by guest speaker Emily Hammon from Scenic World in the Blue Mountains to cover essential topics such as: ?? Understanding the Rising Generation ?? The importance of Asset Protection ?? Financial literacy for a family business Sign up to stay informed: https://okt.to/v2YFwS
Beyond Inheritance: Taking the Rising Gen on a Journey to Leadership and Legacy
grantthornton.com.au
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We are thrilled to announce that Trevor Wilde, AIF?, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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We are thrilled to announce that Trevor Wilde, AIF?, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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Growth. Guidance. Transition. ?? Many of the firms we work with started their journey with FP Transitions by bringing their own rising stars into ownership and strengthening their businesses with our coaching programs. We’re proud to support them through every stage—whether it's internal succession or an external sale. Every advisor's journey involves a transition, and we're here to help complete that life cycle. ?? Watch the full video featuring James Fisher, JD, Eric Leeper, CFA, with guests Alicia Chandler & Susie McEuen from Oak Street Funding ?? https://lnkd.in/gFzz5aUJ Stay in the know with industry insights, trends, and expert tips. Follow us to never miss an update! ?? #BusinessGrowth #SuccessionPlanning #AdvisorSuccess #LegacyBuilding #FPTransitions
