Last month I had the opportunity to attend The EDGE year one. It was an incredible experience to hear from such talented leaders and being able to connect with like minded individuals in the finance industry. I cannot wait for year two. Thank you Lendmark Financial Services for the opportunity to attend.
Wesslee Gibbs’ Post
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Education and training are the crucible in which leadership is forged, vital for guiding progress and fostering resilience in individuals and organizations.
Today at noon, I participated in our CNY Financial Planning Association (FPA) for a discussion on market and investment trends with Chris Fossum, Vice-President of First Trust. A historic perspective related to two schools of thought was discussed… either direction, 2024 has the potential to be very interesting for investors. Stay tuned! #bankerslife #financeeducation #financialplannersassociation #markettrends #investmentinsights
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Canadian Association of Alternative Strategies & Assets - Bringing Canada to the world and the world to Canada
The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are
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RJ Financial Professionals: We look forward to seeing you at the 2024 PCG Las Vegas Regional Conference. Don't miss Joey Madere, CFA®, Senior Portfolio Analyst, Gibbs Capital Management, as he addresses how a historical perspective can give advisors a better understanding of inflation and market valuations. #opportunities #investing #equitymarkets
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Four Friends of Froshman, Miles B. Amodeo, CFP®, ChFC®, EA from Bordeaux Wealth Advisors, Alexander Duddy from Merrill Lynch, Larissa A Lea from Pence Financial Group, and Christina Schaub (Dzielski), CIMA® from J.P. Morgan Asset Management came to Professor Jeffrey Froshman and Dr. Raymond Johnson's Financial Planning Capstone class at California State University, Monterey Bay to share the exciting financial advising careers with students. If you love learning new financial products and helping people, try financial planning!
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The Investment Club at USF is excited to share the first report of the Fall 2023 semester produced by our Finacial Planning Team! The Wealth Management Division is divided into three sub-teams: Financial Planning, Financial Education, and Digital Asset Education. This report covers a fictional client and contains real data that is quite typical and provides an opportunity for the members of the team to produce a financial report similar to what they would do within the field of Wealth Management. This report was led by the Co-Heads of Wealth Management Tyler Lesnick and Brady Abbott, Senior Associates Joseph Rossman and Gianfranco Esposito, and by our team of Financial Analysts. Subscribe for free on BullsConnect to get access to the report first! #CompoundingSuccessStories #InvestmentClubatUSF #FinnancialPlanning #USFMuma
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Director-level Growth Professional | 20+ Years of Results-Driven Marketing Leadership | Accredited PR Professional | Team Leader | Connecting Customers to Deep-Lasting Brand Engagement
🚨EMERGENCY FUNDS ARE A MUST!💸💰 Don't wait until it's too late to prepare for unexpected expenses. Having a safety net can save you from financial stress and uncertainty. Start building your emergency fund TODAY and secure your financial future! #FinancialSecurity #EmergencyFunds 💪🏼🔒💡 Read about this and more in CBM's financial planning white paper for early career stage professionals. https://lnkd.in/eEU3y3pe
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Here is my 2023 CEO Year in Review video where I talk about financial markets, the economy, share a Savant update and provide some timeless tidbits of wisdom. Enjoy. Brent https://lnkd.in/exjj_gkV
2023 Year In Review with Brent Brodeski, CEO and Founder of Savant Wealth Management
https://wistia.com
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Sheer magnitude of financial planning renaissance @EdwardJones is trying to implement is astounding. Added 1,000 new CFPs last year, out of 6,000 new CFPs from all firms nationwide. Which was more than the next 3 biggest firms COMBINED (Schwab, Fidelity, & Northwestern Mutual). "Edward Jones leads the way in adding CFPs" https://lnkd.in/ercX8N7J
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Ahead of Dechert LLP’s 10th annual Private Credit Summit, President David B. Golub shared why the industry’s growth is not just a phase: “This is not an episodic opportunity. When you do it right, it’s a really good business with strong competitive advantages to produce consistent, premium returns for our investors across market cycles, across years, across different vintages.” Watch more below. #privatecredit #leadership
How has private credit become such a driving market force over the past 10 years, and where is it headed next? As we kick off the 10th annual Private Credit Summit, sector luminaries Mike Dennis (Ares), David B. Golub (Golub Capital), Grishma Parekh (HPS Investment Partners) and Daniel Pietrzak (KKR) tell the story behind private credit’s meteoric growth and what to expect over the next decade.
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Senior Manager @ Experior Financial Group| Recruiter & Trainer| Retirement & Estate Planning| Wealth Management|
"Cheers to our outstanding colleagues in the financial industry for achieving their well-deserved milestones! Your commitment and achievements are truly commendable. Wishing you continued success and prosperity on this remarkable journey. 🎉 #FinancialSuccess #MilestoneCelebration"
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Organizational Development/Effectiveness, Leadership Development, Servant Leadership
2wProud of you, Wesslee and so glad you were able to participate in this learning experience!