Team Hewins’ Post

14 new advisers joining the ranks this week, with only 3 net exits. In the spotlight 🔦 we welcome Toby Stewart (Hartmann Planning), Olivia Odgaard (HKS Financial Planning), and Saxon Kirkley (Morgans Financial Limited). PSK Private Wealth takes the biggest gain of the week with 5 advisers coming across from Charter Financial Planning. Followed closely by Alliance Wealth and new licensee, Baker Advice. Congrats to those joining the industry! Your free Adviser Ratings profile is ready to be claimed (Link in comments) 👇 Madison, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Nothing is more important to me than understanding your unique goals and helping you achieve them. Whether you’re a new client or we've been working together for a while, let’s find time to connect and check your progress. Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC https://bit.ly/3IKGlzK #financialplanning #financialadvisormn

Forbes-ranked Ameriprise Financial Services, LLC team Kuttin Wealth Management has over 150 employees, including 60 advisors. Their size and scale allows them to be specialists across a multitude of areas, from working with high net worth clients to tax and estate planning. READ: https://bit.ly/3OGmSDO #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesTopTeams #ForbesSHOOKTopAdvisor #ForbesSHOOKTopTeams

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

Awards may be given to individuals, but they definitely couldn't happen without an amazing team. I am proud to partner with the best team in the Wealth Management business. Thank you Forbes for the amazing honor this year. A special thank you to our clients for your continued trust, and to my partner Michael Axelrod. Bleakley Financial Group Peter Boockvar #wealthmanagement #Financialplanning

This week new entrants exceeded the number of net exits, bringing a modest increase in adviser numbers. The biggest gain of the week goes to Alliance Wealth with 8 joining. Followed closely by Count. A big welcome to the industry's newest advisers including Moustafa Rabah (AMP Financial Planning), Bayley Hall (Matrix Planning Solutions Limited), and Renita Waring (Altitude Wealth Management). Congrats to you all! Your Adviser Ratings profile is ready for you to claim! (Link in comments below) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Welcome to the newest members of the Adviser Ratings platform 👋 🟢Jessica Pelham-Webb AFP® of Charter Financial Planning 🟢 Andrew Csordas CFP® of Aware Super 🟢 Bilal Wazirzada of Apex Partners 🟢 Jeevanjot Kaur of Sentry Advice 🟢 Peter Higgins of My Dedicated Advisory 🟢 Di Scott of Australian Unity You too can elevate your professional profile by joining our community! Link in comments 👇 #findanadviser #financialadvisers #advicematters #financialservices #affordableadvice

When it comes to protection, you can always start small and extend coverage as your income and responsibilities grow. The important thing is to have it before you need it. I can help you figure out what’s right for you. Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC #financialadvisormn #planforyourfuture #confettiwealthteam

At the ABA Wealth Management & Trust Conference, bring the future into focus with sessions on how to successfully build on your wealth management and trust knowledge. View the program: https://aba.social/3rZTNc6

Don’t overlook what having the right protection in place can mean for your future and your loved one’s future. Let’s connect and talk about it if you have any questions. https://bit.ly/3UOOslZ Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC #planningforthefuture #financialplanning #financialadvisormn