Matthew Ray’s Post

🤝 Mishcon de Reya LLP has hired Marianne Kafena and Idina Glyn as partners, strengthening its private team in the London office. Read more on eprivateclient

LVW’s Founder and CEO, Lori Van Dusen, was the guest speaker at the Rochester Rotary Club (NY) luncheon held at Oak Hill on August 8th. During her presentation, Lori spoke not only about her successes but also of the failures she had to overcome – all of which provided her with the many lessons that ultimately enabled her to build an award-winning wealth management business. Read more and watch the presentation https://lnkd.in/gBYPTguB. #ria #financialadvisor #womeninfinance

Could not be prouder to reveal that for the eighth year running, Beazley Claims has been awarded the Outstanding Service Quality Marque by Gracechurch Consulting, the independent insurance research consultancy. Sir Isaac Newton once said, "If I have seen further, it is by standing on the shoulders of giants." It is a true honor to lead a team of giants in Claims Excellence. #thedifferentiators #claimsmanagement #excellenceawards

Great panel discussion on a critical topic for firms considering raising capital for the first time.

I learned a lot during this event, from all panels including the one I joined. It was interesting to see how our experiences and advice were similar, across industries and business size. A few common take away's included: * Plan in advance and build your business with an exit in mind - things to think about include - one that doesn't rely on YOU totally, create structure in your finances and records (it makes it much easier later on), build a strong team so you have depth and succession, build a revenue model that is attractive. * Get support externally - mentors, advisors and for us a game changer was appointing a Chair / board. It has to be the right person or people ( thank you Conor Walsh!!!) * Get support internally - bring in ops and administration to free you up to lead and grow the business * Delegate - to develop your leaders and build succession, and also to free your time congratulations to Saffron Business Forum for another great event. AAB AAB People AAB Consulting FPM Think People Consulting Ltd

📰 We're making a splash in Galway! Get an in-depth look at Connacht Tribune Group article that captures the essence of our strategic partnership with Carey Financial Planning & how we're reshaping the landscape of broker partnerships in Ireland. #FairstoneIreland #MakingHeadlines #FinancialServices #FairstoneSuccessStory #BusinessTransformation #DBO

In the journey toward meaningful change and progress, the power of collective action cannot be underestimated. The essence of transformation lies not just in the grand gestures, but in the consistent, relentless efforts of every individual committed to making a difference. This quote, 'We will make changes as long as everyone in this room keeps pushing and keeps fighting,' serves as a powerful reminder of the responsibility we each hold and the impact we can collectively create. Change is a testament to our resilience, our capacity to challenge the status quo, and our unwavering belief in a better future. It's about pushing boundaries, challenging norms, and refusing to settle. It's a call to action for each of us to play our part, to stay engaged, and to keep fighting for what we believe in. So, let this be a rallying cry for all of us to not only envision a brighter, more inclusive future but to actively work towards it. It's in our hands to foster environments that thrive on equality, respect, and mutual empowerment. Together, let's keep pushing, keep fighting, and turn our collective vision into reality. #ChangeMakers #TogetherWeCan #Empowerment #KeepPushing #KeepFighting

Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov

During my time in CPA firm space, I've had an opportunity to be a part of the Allinial Global and RSM US LLP firm alliances. Whether you're talking CAS, technology sales, marketing, or business development, firm alliances can be a great place to have open and frank discussions with like-minded firms and professionals. #accounting #marketing #businessdevelopment #digitaltransformation

📣 CEO Change-Up at Lerch Bates Inc.: What's Next After 19 years, Bart Stephan is stepping down as CEO of Lerch Bates Inc., effective January 1, 2024. Stephan has had a significant run, with a consistent commitment to strategic growth and a focus on maintaining company core values. 🔄 New Leadership: Eric Rupe The Board of Directors didn't look far for Stephan’s successor. Current President Eric Rupe will take the reins. With a track record at Lerch Bates since 2010, he's played a part in various acquisitions and workforce expansion. 🤔 What It Means Leadership changes are always significant, but Rupe's experience indicates a smooth transition is highly likely. He'll be the fifth CEO in the company's 75-year history, and it’s safe to say he knows the terrain well. Interested in how this will impact the industry or exploring new opportunities? Let’s chat. #LeadershipChange #LerchBates #IndustryShifts