This morning from Jarrod Upton, MBA, MS, CFP® at ThinkAdvisor: “For advisory firms looking to expand their businesses (rather than plateau), there are straight-forward ways to reset expectations and think about growth in a fresh way.” #growth #business
“The only limit to your #impact is your #imagination and #commitment.” —Tony Robbins #motivation #focus #purpose #success #business
Make your value proposition ‘come to life.’ Great piece by Liz Skinner and InvestmentNews. #branding #growth #clients #wealthmanagement #marketing
#MeetTheTeam: Sarah Wark is part of the supervision team that specializes in the review and approval of all new business that flows through the SCF home office. As a member of our trading & operations team, she also works closely with our financial advisors, as well as numerous vendors and custodians, on a daily basis. #teamwork #trading #operations #service
We’re looking forward to tomorrow’s video conference for SCF advisors with Daniel J. Braz, CFA and Chris Murphy, CIMA® from State Street Global Advisors as they offer our advisors insight and actionable ideas for combining active and passive management.#wealthmanagement #financialadvisors #collaboration
The Fourth of July is all about celebrating our independence. It is a day on which we reflect on the courage, convictions, and foresight of the men who took great risks to declare freedom for our great country 238 years ago. We also remember those who willingly made — and continue to make — sacrifices to protect and maintain our nation’s independence.
Before we pull out the grill and launch a box full of fireworks, we would also like to take a moment to celebrate our relationship with you. We do not take for granted the choice you’ve made to work as an independent advisor with our firm. We appreciate you and your clients and we look forward to helping you achieve even greater success in the days to come.
Happy Independence Day to you and your family from the SCF home office!