JConnelly

Your presence is your power. In a world full of distractions, the greatest gift you can give is your full, undivided attention. Presence isn’t just about being there — it’s about truly showing up for the people you love, the moments that matter, and even for yourself. When you’re present, you create connection. You deepen relationships. You experience life in its fullness. Sage and I just shared our full holiday message — including a special gift to help you create your BEST 2025! Watch it here: https://tonyr.co/4fABXl6 Let’s make it extraordinary together.

Does your business rely on referrals for new customer acquisition? Then it’s time to be leveraging social proof. Social proof maximizes on an essential piece of consumer psychology: that buying decisions are influenced by the people within a prospect’s own personal network. This content can take the form of customer reviews, endorsements, or case studies. Here are just some of the benefits:

The holiday season is a time to appreciate the values that bring us together: connection, compassion, and gratitude. Wishing a warm month of celebrations to our clients, colleagues, and friends from the entire JConnelly team. May your time with loved ones be filled with peace and joy that carries into the new year.

With 2025 in front of us, end-of-year reporting looms. This is a prime opportunity to communicate to clients how you’ve been able to impact their business. Here are a few tips to keep in mind: 🏆𝐁𝐞 𝐠𝐨𝐚𝐥 𝐟𝐨𝐜𝐮𝐬𝐞𝐝: What were the objectives and how were they met? Being able to demonstrate this clearly creates a conversation about progress. 🖱️𝐁𝐞 𝐝𝐢𝐠𝐢𝐭𝐚𝐥𝐥𝐲 𝐡𝐨𝐥𝐢𝐬𝐭𝐢𝐜: Don’t forget to use social media and digital metrics to provide a 360-degree view of results. 🔎𝐁𝐞 𝐚𝐰𝐚𝐫𝐞 𝐨𝐟 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬: It’s not just how much you moved the needle, but also about how you covered ground in comparison to the rest of the industry. 🤝𝐁𝐞 𝐯𝐨𝐜𝐚𝐥 𝐚𝐛𝐨𝐮𝐭 𝐬𝐭𝐚𝐤𝐞𝐡𝐨𝐥𝐝𝐞𝐫𝐬: Provide qualitative feedback from partners and media about relationship growth. 💰𝐁𝐞 𝐛𝐮𝐝𝐠𝐞𝐭-𝐦𝐢𝐧𝐝𝐞𝐝: It’s important to be cognizant of spend. How are you being cost-efficient and providing positive return? What’s going to be your focus when looking back at 2024’s performance?

We have big news to share! Serenus Wealth Advisors is excited to welcome Graham Mandl as a Partner. Graham will also spearhead the launch of our New York office, establishing our presence on the East Coast. With more than a decade of experience, Graham specializes in working with high-net-worth clients, creating integrated strategies for wealth protection and growth. His dedication to client success aligns perfectly with our commitment to providing conflict-mitigated, tailored guidance. This expansion to New York represents another milestone in our journey as an independent firm. Since our founding just a few months ago, we’ve grown to $1.2B in assets under management and increased our client roster by nearly 10%. With a bicoastal presence, we’re better positioned than ever to provide financial peace of mind to individuals and families nationwide. We’re excited for this next chapter and to see the impact Graham will make for clients in the Tri-State Area. Learn more about our approach at www.serenusadvisors.com. https://bit.ly/3BeIVhs

Happy #SmallBusinessSaturday!

At JConnelly, gratitude is more than a practice—it’s a cornerstone of the connections we build with the partners who make our work so meaningful. We’re deeply thankful for our partners and our incredible team, whose dedication drives everything we do. Collaborating with visionary leaders and professionals who inspire us every day is a privilege we don’t take for granted. Wishing everyone a joyful, safe, and very happy Thanksgiving!

Our team was thrilled to welcome Andrew Krei, Co-Chief Investment Officer of Crescent Grove Advisors, to NYC this week for another successful media tour. Andrew shared his insight on private markets and volatility concerns with some of the top media outlets in the industry. Check out one of the interviews he did with Yahoo Finance Wealth: https://yhoo.it/4eLJnS9 Thanks for visiting, Andrew!

We’re honored to be named to the 2024 IMAGE 10: Top Wealth Management Storytellers! At JConnelly, storytelling is at the heart of everything we do. That’s why we’re beyond proud to be recognized in Wealth Solutions Report’s 2024 IMAGE 10. This award reflects the passion, creativity, and strategic thinking we bring to driving results in the wealth management space. This acknowledgement wouldn’t be possible without the trust of our clients and the dedication of our team. You can see a few of them here with our beautiful award, including our president, James Doyle! Thank you to Wealth Solutions Report for this honor, and congratulations to all the other winners. https://bit.ly/3ZavN62 Here’s to another year of storytelling excellence! (Dana Taormina Cleary, Sophia Smith, Anna Spadaccini, Sabrina Scarpa, Laura Simpson)

Keeping everything in your head is a source of stress. If you’re in your head, you’re dead. That’s why I developed a process called capturing. By writing down all the thoughts and tasks that are floating in your mind, you can free up mental space and reduce overwhelm. Humans can only focus on 5-9 things at once. By capturing and organizing your thoughts, you’ll feel a sense of relief and clarity. Take a moment today to write down everything you need to do this week. Start clearing space for the things that really matter.