A little Friday motivation from John C. Maxwell, via Leyda Aleman, SHRM-SCP: “Don’t let your learning lead to knowledge; let your learning lead to action.” #motivation #lifelongstudent #action #purpose #leadership
Three Steps to Better Growth for Your Financial Practice
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
Quote: Tony Robbins
“The only limit to your #impact is your #imagination and #commitment.” —Tony Robbins #motivation #focus #purpose #success #business
Financial Advisors: How to Leverage Branding for Growth
Make your value proposition ‘come to life.’ Great piece by Liz Skinner and InvestmentNews. #branding #growth #clients #wealthmanagement #marketing
Meet the Team: Sarah
#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
July Webinar
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