Markel’s Post

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

"Join Roberto Gomez, ASA, and Kiu Yuen, FSA, as they explore the Actuarial world within Latin America with their expert panel within a two part episode. This discussion promises a rich conversation covering topics like the journey of becoming an actuary, the role of SOA in Latin America, and the myriad career paths that actuaries can embark upon. Whether you're an aspiring actuary or an industry professional, this episode is your gateway to understanding the nuances of being an actuary in Latin America" #YPAC #SOA https://lnkd.in/eGm9N9Q9

Perspectives from Stephens

Perspectives from Stephens

Celebrating Unprecedented Success: A Journey of Triumph and Dedication In the fast-paced world of financial services, where achievement often takes years to manifest, the extraordinary can sometimes unfold in a remarkably short time. This is the story of our phenomenal success, a testament to unwavering dedication, exceptional leadership, and collaborative spirit. In the first quarter of 2024, our agency, nestled under the Central 1 Zone, celebrated the birth of #First Million Dollar Round Table (#MDRT) qualifier. This remarkable achievement was just the beginning of a journey that, in a mere six and a half months, led us to yet another pinnacle of success. Together with the steadfast leadership of our Regional Director, Vincent Wong, we have produced our #First Court of the Table (#COT) qualifier for the year 2025. This journey of success has been a collective effort, and I extend my deepest gratitude to Head of Sales Ms.Felicia Lee and RDOA Mr.Vincent Wong. Their guidance, support, and unyielding belief in our potential have been instrumental in reaching these milestones. Their commitment to excellence and their ability to inspire those around them have been pivotal in our achievements. Our accomplishments would not have been possible without the visionary leadership of our CEO, Mr. Rangam Bir. His strategic insights and relentless drive have fostered an environment where success stories are not only encouraged but expected. Mr. Rangam's leadership has been the cornerstone of our achievements, and his ability to lead with both passion and precision has inspired us all to strive for greatness. As we celebrate these milestones, we remain committed to pushing the boundaries of what is possible. Our journey has just begun, and with the continued support of our incredible team and the guidance of our leaders, we are poised to achieve even greater success. Together, we are not just reaching new heights; we are defining the very summit of success. #Ammetlife #First #MDRT #COT #TOT

Last month, our expert in Finance recruitment , Simon Ensor, spoke with two successful and respected Finance leaders to get their thoughts on life at Financial Controller level. Emily Butler (Head of Finance at AMG) and Stephen Bruce (Financial Controller of Sheffield Forgemasters) gave us insight on their career progression, the challenges they face, and their words of wisdom for others looking to succeed in Finance. Read the full interview on our blog! https://bit.ly/3un1OLW #FinanceLeaders #FinanceRecruitment #HeadofFinance

Hey Financial Advisors! As we approach the final month of the year, take a moment to applaud your journey, whether big wins or internal growth. Every achievement, visible or felt, deserves acknowledgment. Celebrate yourself and your peers for the strides you've made so far. You're all deserving of recognition! #FinanceAdvisorGrowth #CoachingForSuccess #InternalGrowthExternalSuccess #SingaporeFinanceLeaders #AdvisorSuccessJourney #MindsetMattersFinance #ProfessionalCoachingFinance #LinkedInAdvisorsCommunity #FinancialWellnessLeadership #AdvisorTransformationJourney

March Madness is here, and The CFO Alliance is ready to bring some financial finesse to the court! 🚀🏀 As CFOs, we know the importance of strategy, precision, and teamwork - qualities that are not just vital on the balance sheet, but also on the basketball court! 📊💼 This March, as we gear up for the excitement of the NCAA tournament, let's take a moment to celebrate the parallels between the world of finance and the thrill of college hoops. Just like a winning team needs a solid game plan, our financial strategies require careful planning, adaptability, and a keen eye for opportunities. 🏆💡 At the CFO Alliance, we're all about leveraging these skills to drive success not only in our businesses but also in our personal pursuits. In Q1 of this year, we met with over 400 finance leaders to discuss the skills gaps in our teams and process. As a result we have designed a “Resource Roadmap” to help our members identify and address the skills gaps that exisit within our teams. So, whether you're cheering for your favorite team or diving deep into financial forecasts, remember: it's all about staying agile, making calculated moves, and ultimately coming out on top. 🗺️🎯 Send Greg Wood a request to access the Resource Roadmap Wishing everyone a thrilling March Madness season filled with both slam dunks on the court and financial victories in the boardroom! #MarchMadness #CFOAlliance #FinancialStrategy #Teamwork #GamePlan

Merit Financial Advisors' CEO and Founder Rick Kent will be speaking at the Barron's Advisor Indy Summit on March 14th at 11:05 am. Join Rick as he shares his expertise on 'Navigating the Growth Landscape: Best Practices for Firm Performance Optimization.' Gain invaluable insights into elevating your firm's performance through strategic growth practices. Learn more here 👉 https://ow.ly/oaHL50QRemG #BarronsIndySummit #FirmGrowth #PerformanceOptimization #MeritFinancial