Riveron’s Post

Check out the second part of the conversation between T. Dallas Smith and Mitchell E. Rudin, Chairman and CEO of Savills North America! In this installment, Mitch shares the importance of looking past generalizations and the impact of building your own personal board of directors. Click to listen: https://loom.ly/vhV7tIQ #TDSandCo #CREAdvisors #LeadersofthePride #ForbesBooksAudio

I sat down with Keith Galicia, CFP®, CEPA; the Founder of Prime Portfolio Planning in Bakersfield, California. Keith has more than 20 years experience in the financial services industry and is passionate about helping business owners achieve their financial goals. ------------------------------------------- We discussed: ✅ Why a man in his seventies absolutely refuses to retire ✅ The reason an 82 year old man is still "chasing success" in the construction industry ✅ How an ESOP (employee stock ownership plan) could be the right solution to help these men exit their businesses ------------------------------------------- #businessacquisition #exitplanning #leadership #financialplanner

We are excited to share that #PowerClient Texans Credit Union's CFO Benjamin Hart has been named one of the top financial executives in North Texas! Click the link below to learn more. #TexansCreditUnion #DallasBusinessJournal

South Tampa Chamber has selected Colin Rice, Real Estate Attorney, as a judge for the Business of the Year Awards! 👏 What an honor to serve alongside such a wonderful community of business leaders! Click here to read more about Colin: https://loom.ly/NapH6dA #TampaBayBusinesses #TampaBayAttorneys #TampaBayLawFirm #FamilyLaw #realestatedevelopment

A new fresh approach will see the brand act as a force for good #financialadvice #investing #taxplanning

Financial advice transforms lives - hear how our new CEO Mark FitzPatrick sees us working to shape the the financial advice market and profession.

Business has always been a competitive and challenging world and one of the most dangerous things any of us can do is fall behind the curve. This week I welcomed our new members to our strategy group, and as always it was great to hear other people’s ideas and thoughts about the future of Fisher German LLP. I was joined by Ruth Ofield, Rachel Bridge, Christian Fleischmann, Thomas Norfolk, Struan McDougall MRICS FAAV, Luke Brafield, Hugh Maxfield and Paul Jolley.   It is clear that different people think about strategy in different ways and it’s our people on the ground who guide the leadership team to focus on what matters. Dealing with problems on the front foot and keeping up with the ever-changing market trends is crucial so we spent some time looking at how these external influences impact our clients and how we can put ourselves in the best possible position to meet and exceed their expectations over the coming months and years. #WeAreFG #team #strategy #business #people #clients #future

We are heading to Monarch Beach 🌴 next week for California MBA's Western Secondary Conference. We're looking forward to catching up with West Coast friends and hearing market updates from industry leaders. Be sure to connect with us while you're there! We'd love to talk about how we can help with your valuation strategy. #WSMC23 #SecondaryMarket