StreetCred PR

✨ As we get excited for the year ahead, we are drawing motivation from some of the most inspiring conversations we had in 2024. In this episode of PRess Play: The StreetCred PR Podcast, we heard from Andree Mohr, president of Integrated Partners, about her incredible career journey to date. Andree entered the financial services space about 14 years ago, initially as a public relations and marketing intern. Since that time, she has ascended to the executive leadership team at Integrated. 🚀 Andree discusses: • what excites her most about being president of Integrated • the development and impact of Integrated’s CPA Alliance program  • the inspiration behind writing “Center Stage: How to Become the Star of Your Practice” with co-authors Matt Ackermann, Chief Content Officer and Paul Saganey CFP® • finding love at first sight with her husband Michael Mohr, CFP® • and more (or should we say, Mohr!) Join hosts Elena Krasnow and Jimmy Moock for a discussion that is sure to leave you inspired as you’re setting goals for the year ahead. 🎧 Listen here: https://lnkd.in/g4FJq-TU #podcast #marketing #publicrelations #wealthmanagement #financialadvisors

🎆 As part of his annual tradition, Michael Kitces offers a curated list of the top 24 Nerd’s Eye View blog posts from 2024—highlighting fantastic reads that are definitely worth revisiting. One standout piece is by David Haughton, JD, CPWA® of Wealth.com: “Creating Incentive Trusts to Foster Beneficiary Legacies Without Spoiling the Kids.” David dives into how estate planning can go beyond deciding who gets what. Instead, it can become a tool to align financial legacies with meaningful values and encourage positive behaviors among heirs. ➡️ Keep reading David's piece and more here: #newyears #estateplanning #financialadvisors #trusts #wealthmanagement

💡"Eighty percent to ninety percent of resolutions fail by February. And I think it’s because we focus on a what and not a why and a how. The habits, the systems, the consistency that you put in place for yourself will matter far more for your long-term success than setting goals that are too big, that are unrealistic, and that lead to failure in the months ahead." - Brent Weiss, CFP®, ChFC®, ABFP®, MCLC™ co-founder and head of financial wellness Facet, via Steve Garmhausen at Barron's Advisor https://lnkd.in/gqhM32bX

🧣 Bundle up and take us with you on your next walk! In this episode of PRess Play: The StreetCred PR Podcast, we are joined by Tim White, co-founder and chief growth officer of Wealth.com. Tim brings his signature enthusiasm and wit to this fun conversation about everything from his past life on a yacht to how his team is revolutionizing digital estate planning. We discuss:  • Tim’s dramatic career shift and the skills that powered his journey • the compelling story behind Emailage and its ultimate sale  • how teamwork and visionary leadership have fueled wealth.com’s meteoric success • wealth.com's advanced estate planning techniques • the importance of public relations and impactful partnerships • and much more! Join hosts Elena Krasnow and Jimmy Moock for this can’t-miss discussion. Tim’s energy is sure to brighten even the coldest winter day. ❄️ 🎧 Listen here: https://lnkd.in/g_mrCnYX #publicrelations #marketing #podcast #wealthtech #estateplanning

❄️ As we wrap up a busy and rewarding year, we are filled with gratitude. To our amazing clients—thank you for trusting us as your PR partners. It is a privilege to support your growth and success. And thank you to our dedicated team members, whose hard work and passion are the foundation upholding everything we do. To honor our team’s efforts and recharge for an exceptional 2025, StreetCred PR’s offices will be closed from Wednesday, December 25th, through Wednesday, January 1st. We’ll be back on Thursday, January 2nd, and we will hit the ground running. 🏃 We hope everyone is able to disconnect and enjoy time with loved ones. Wishing everyone a wonderful holiday season and a fantastic start to the New Year! ✨

💥ICYMI: We just dropped another episode of PRess Play! Mark Gatto, co-CEO and co-founder of CION Investments, joined us for a fantastic conversation about Mark’s winding career journey, from working with leading baseball card trading company Topps to carving out an executive leadership path in the world of alternative investing. We discuss:  • Mark’s career evolution from lawyer to sports entrepreneur to investment leader • CION’s partnership with GCM Grosvenor and the growing importance of infrastructure investments  • why alternatives are vital in today’s volatile market and how CION helps level the playing field for individual investors • the impact of sports on Mark’s leadership style • exciting growth plans for CION’s Advisor Lab Podcast • and much more! Don’t miss this insightful episode with hosts Elena Krasnow and Jimmy Moock! 🎧 Listen here: https://lnkd.in/gSZS4F_R #podcast #marketing #publicrelations #alternativeinvestments #wealthmanagement #investing

✍️ In his latest article for ThinkAdvisor, RISR Founder and CEO Jason Early explores seven "thought-provoking topics that advisors should cover with their business-owner clients." Jason stresses the importance of starting the retirement conversation early with business owners, as about 75% do not have clearly defined financial plans for the future. He also encourages advisors to "open dialogue around areas of vulnerability" in order to help clients mitigate various forms of risk. ➡️ Keep reading: #businessowners #financialadvisors #endofyear #wealthmanagement #retriementplanning #financialplanning https://lnkd.in/gFJeB5_6

Don't miss December's Word on Wealthtech from Doug Fritz, co-founder of F2 Strategy! 💥 Doug offers his take on the biggest happenings in wealthtech over the course of the previous month. A few highlights include: 🗞️RISR's recently announced partnership with Citadel Wealth Management 🗞️F2's appointment of Ryan Beach, former president of Orion Wealth Management, to the role of CEO And more! Keep reading on WealthManagement.com: ⬇️👀 #wealthtech #wealthmanagement #innovation https://lnkd.in/gvbwafip

One of the benefits of running a fully remote PR agency is that our team members can travel home early for the holidays, even if home is Ireland! 🍀 If you know Tommy Warburton, you might know he's worn a couple of different hats throughout the years before joining StreetCred PR. But did you know how he spends his mornings when he is back on the Emerald Isle? It's a far cry from the concrete jungle of NYC. 🗽➡️🐮

⚡ We’ve dropped another episode of PRess Play! In this conversation, Elena Krasnow and Jimmy Moock are fortunate to be joined by Mark Gatto, co-CEO and co-founder of CION Investments.  Mark shares the story of how he went from working at Topps baseball card trading company, subsequently establishing himself as an entrepreneur in the sports industry, to his latest home run—founding leading alternative investment platform CION. ⚾ He gives listeners a deeper understanding of how CION is delivering institutional-grade alternative investment opportunities to individual investors and why the 60/40 portfolio doesn’t cut it in today’s economy. We also cover a few fun anecdotes across the span of his career, including a battle of ‘who wore it best’ with his co-CEO Michael Reisner. Tap in below to learn more about Mark’s fascinating personal journey and how CION is empowering investors to rethink alternative investments. 🎧 Listen here: https://lnkd.in/gmDgqaWq ✨ Special shoutouts in this episode go to Michael Reisner, GCM Grosvenor, Future Proof and more!✨ #podcast #marketing #publicrelations #alternativeinvestments #wealthmanagement #investing