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Advisr Awards 2023 - 6 DAYS LEFT Nominations close in 6 DAYS. Nominate NOW so you don't miss out. 6 Days to go. Don't miss out on this opportunity to recognise outstanding professionals in our industry. Nominations close in 6 days. Make sure to nominate now before it's too late. https://buff.ly/3tQTGm5 #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews

Advisr Awards 2023 - 4 DAYS LEFT Nominations close in 4 DAYS. Nominate NOW so you don't miss out. 4 Days to go. Don't miss out on this opportunity to recognise outstanding professionals in our industry. Nominations close in 4 days. Make sure to nominate now before it's too late. https://buff.ly/3tQTGm5 #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews

Advisr Awards 2023 - 5 DAYS LEFT Nominations close in 5 DAYS. Nominate NOW so you don't miss out. 5 Days to go. Don't miss out on this opportunity to recognise outstanding professionals in our industry. Nominations close in 5 days. Make sure to nominate now before it's too late. https://buff.ly/3tQTGm5 #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews

Advisr Awards 2023 - 3 DAYS LEFT Nominations close in 3 DAYS. Nominate NOW so you don't miss out. 3 Days to go. Don't miss out on this opportunity to recognise outstanding professionals in our industry. Nominations close in 3 days. https://buff.ly/3tQTGm5 #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews

Few days left. Advisr Awards 2023 are underway. We're seeing some great talent and experienced veterans and some new and exciting up-and-comers. Nominate now. Before the Advisr Awards 23 are closed for good. #AdvisrAwards #InsuranceAwards #CustomerCentric #InsuranceMarketing #CustomerReviews 

🏆 Awards news 🏆 This year Greg Macoy was nominated for a Commercial Leader Award by the Finance Director of the Year Award team. These awards are made possible by generous, engaged sponsors including Brabners, HSBC and KPMG. We're so honoured to have been nominated, even if it came at a challenging time for us as a business. Seeing award nominations pop up in your feed can feel frustrating and lonely for those who haven't been nominated. It's so easy to see them and think "Christ, how have they done that? We're struggling to stay afloat here." I wanted to post two honest thoughts about this award: 1) First and foremost, we're very humbled to be recognized for this award, particularly by local branches of big, global brands. All our hard work raising our profile for the last five years has paid off. This manifests in unusual ways sometimes, including this award nomination. 2) Equally, this year has been very tough for us as a business. It has included our worst-performing quarter since we began and lots of stress and heartache behind the scenes. To be nominated for a Commercial Leader Award made both Greg and I feel like frauds - regardless of the hard work we've put in. Ultimately, we had to remind ourselves that being a Commercial Leader is more than money - it's everything that makes our company commercially successful, and we've achieved this in many other areas, even if sales have been especially tough this year. We consider our big commercial successes to be: - Our close, purposeful network - Firestarters - Our way of working - Our improved processes - Our point of difference as a B Corp I wanted to post this to be candid about what it feels like to get these awards and what it means to receive nominations when times are really tough. Thank you to those who put us forward - its timing was an impeccable pick-up. If you've been struggling this year, we've been right there with you. Let's get to Christmas and have a big sleep. Sincerely, thank you. And a massive well done to my Co-Founder, Confidant, Creative Partner and Work Soul Mate, Greg. Well done for bagging this - you've more than worked for it. #PurpsoefulBusiness #Awardnomination #HonestLeadership #BehindTheScenes

It's official... First Wealth has re-certified as a B Corp! When we first became a B Lab UK Corporation back in 2020, we did so with a score of 80. Now, three years into our B Corp journey, we have re-certified with a score of 103! We also scored well above average in a number of the certification categories, which is fantastic. We are so proud to not only have re-certified, but also to have done so with such a big improvement on our last score. It is truly a reflection of all the hard work we have been doing to expand and maximise our positive impact on the world. We are hugely proud of our B Corp Team, Phoebe Ellis, Peter Slot, Matt France DipPFS, and Megan Pope, for being consistent drivers for change. Here's what they had to say about our re-certification and their work on B Corp so far. There is still so much more to do, but it's good to celebrate the wins!👏 #bcorpcertified #bcorpfinance #financialplanning #wealthmanagement #financialplanners

Trusted advisor concept unpacked with The IQ Club thanks for hosting Mills Oakley Stuart Walter for facilitating Lots of confusion between consulting, advisory and executive roles these days. However true guidance, credibility, intimacy, why behind what is the purpose of business and personal journey of the leadership are the foundations. #infinitegame #purpose #startwithwhy #advisory

Longevity Award Nomination Announcement: We are thrilled to share that B. Cooke & Son has been nominated for the prestigious Longevity Award at the Hull Bid Awards 2024. In today's dynamic business landscape, achieving sustained success requires not only resilience but also the foresight to adapt to change, make prudent decisions, and enhance operational efficiencies. These efforts culminate in the establishment of a robust financial framework capable of withstanding the challenges posed by competition, market fluctuations, and economic uncertainties. It is crucial to foster strong relationships with clients by actively seeking and implementing their feedback. By consistently meeting customer needs, desires, and expectations, we establish enduring connections with all stakeholders, thereby ensuring mutual growth and satisfaction. Vital to our success are the dedicated individuals who comprise our team. Recognizing their unique strengths and areas for improvement, and treating each member with fairness and appreciation, are fundamental principles guiding our approach. By fostering a supportive and joyful work environment, we cultivate loyalty and commitment among our staff, driving our collective achievements forward.

It has been a couple of weeks since Forbes announced their ‘Best-In-State Wealth Advisors’ award results, and I am still receiving congratulations from many people. I want to express my gratitude to all those who have supported my business. Some young advisors have asked me what my secret was to receive this award from Forbes. The answer is simple: continuously do what you love and aim to help people. I have been following this rule for 28 years, and it has worked perfectly for me. No matter what hardships I have faced, I always try to help others. Only true dedication to your work will pay you back. #sevensaberswealth #financialadvisor #financialplanning