AdvanceCT’s Post

We're in the news! 📰 From humble beginnings to a legacy of excellence — explore our 50 years in business with the exclusive feature article in the Altoona Mirror. 🌟 Read our story: https://bit.ly/4bcP5uO

In this week's blog, NWN Carousel's newly appointed Chief Technology Officer Dean Fernandes shares insights from his 25-year journey in IT management, managed services, and product development. Discover his motivations behind choosing to join our team! Welcome Dean Fernandes! https://okt.to/7ZuVty

✨ This week's employee spotlight is team strongman & Digital Strategist, Tyrel Finck! 💪 Learn more about Tyrel & then read his blogs on our site. https://hubs.ly/Q02PStPM0

When Diana and I founded Suade, drawing upon our backgrounds in financial services, we recognised the impending wave of regulatory changes in the industry. It quickly became evident to us that there had to be a more effective way to navigate and assimilate the vast amount of regulatory information. Our response to this challenge was rooted in embracing innovative technologies. We adopted approaches like NLP, diverse algorithmic strategies, machine learning, AI, and a modular, building-block mindset, steering away from the traditional manual methods of dealing with regulations. However, this journey is not merely about technology; it's about bringing personalised and revolutionary change to an industry that demands efficiency and intelligence. So since you've made it through this post 😁 why not find out more about how Suade Labs can lead your regulatory transformation: https://lnkd.in/eswF58G9

Philip Bramson, our Chief Executive, will be leaving his role at the end of August. Read more from Philip in his own words and what our plans are in this blog post: https://lnkd.in/e5hpPenD

Strong operational and financial performance in H1

At the recent Addepar Summit, I had the privilege of leading a discussion with top industry experts on the evolving landscape of mergers and acquisitions (M&A) in wealth management. Key takeaways from our conversation highlighted the growing importance of cultural fit, leadership alignment, and seamless integration. Learn more about how the M&A process is evolving and what firms prioritize to drive value beyond just scale. #WealthManagement #MergersAndAcquisitions #RIA #ClientExperience #AddeparSummit #GrowthStrategy

Going into the new year, how are you making sure the different voices on your team are heard? Recently, I had the pleasure of facilitating a corporate team workshop for a group of 12 doing some pretty incredible work serving some of NJ’s most vulnerable populations. During our time together, we explored ways to amplify the voices of all team members, especially those who might otherwise go unheard. For context, on this team of 12 - nine were Generators or Manifesting Generators and just three were Projectors or Manifestors. Some ideas we discussed included: ✔️ Assigning a team member (regardless of their Human Design) to play the role of devil’s advocate during big discussions ✔️ Intentionally inviting input from quieter team members This conversation got me thinking more broadly: ⁉️ How do teams create environments to make sure different voices are heard? In your experience, what practices have worked well to create space for all voices on a team? Have you observed specific techniques to help draw out quieter team members or those with contrarian views? Let me know below! 🙏🏾

ASOC’s New Execs for 2024/2025 Now onto our Alumni Director Wendy Deng! Get to know some interesting facts about her below!

We are looking forward to our 9th Unconference later this month, and over the years, we have had many teams from companies attend the Unconference together. Teams love our Unconferences because… 💚 Sharing collective knowledge: the Unconference taps into the collective knowledge and experience of a wide range of participants from across Aotearoa. 💡 Relevant topics: your team can plan for each team member participates in a variety of topics that is relevant to your company’s current challenges and interests, maximising the learning potential across your whole team. 🌏 Diverse perspectives: your team can hear diverse views from those outside of your company with different backgrounds and experiences. 💲 Cost effectiveness: at such an affordable registration fee, bringing your team to the Unconference is the most efficient use of your professional development budget. We have a limited number of early bird tickets still remaining, so don’t delay - get your team on board today! Tickets available here: https://lnkd.in/gEKDvZMR