Arbor Advisory Group, LLC’s Post

Here’s to a new week filled with opportunities and success. Whether you're closing deals, or planning your next big investment, i hope this week is productive and rewarding for you. Stay positive, stay focused, and let’s make the most of the days ahead! #NewWeek #Productivity #RealEstate #Success

If you're one of our 7,185 shareholders or simply interested in understanding Trifork Group’s growth journey in the coming years, you can now watch the presentations from last week's Capital Markets Day in three videos available on our investor relations website! 1) Intro: Reflecting on our growth journey People & Organization: Perfecting ‘The Trifork Way’ Go-to-market model: Becoming an even closer tech partner 2)  Tech capabilities: Staying ahead of the curve International growth strategy: Scaling across borders 3) M&A & Trifork Labs: Investing in our future  Financial and ESG review Q&A with analysts and investors See the presentations and download the slide deck here: https://lnkd.in/dMwYcpBr

There are a few career moments that stay with you. Launching the Modern Investor Summit is one of mine... At Finimize, we've always punched above our weight. We’ve hosted keynotes with Ray Dalio, Jamie Dimon, and Sallie Krawcheck. And brought insights from legends like Mark Cuban, Tim Draper, ian rogers. We connect individuals to the best, for free. My favourite part? Our CIO Outlook. It’s always powerhouse lineup. Wei Li, Michelle Meyer, Karen Ward, and Liz Ann Sonders have all joined us in the past. (yup, all just happen to be female rockstars in finance). When we launched I'd never dreamed it would be a platform with such an impact on helping global brands engage retail investors directly. iShares, IG Group, Charles Schwab, Ledger—all of them have trusted us with their sponsorship. And this year? It's already looking massive. In a world driven by AI, being human matters more than ever. Mellody Hobson's work has had one of the biggest impacts on the financial literacy of our generation. She’s CEO of Ariel Investments that's also held a seat on some major boards. JPMorganChase, Estée Lauder, Starbucks, DreamWorks Animation— to name just a few. Then there's Dan Ariely, the expert in behavioral science. Beyond how our behaviours shape our relationship with money. His work is changing how companies value their staff. At Irrational Capital Capital, he's been able to connect employee happiness to stock performance. Oh, and he even has a show on NBC, based on his life. It’s where retail investors meet industry’s best. And I’m incredibly proud to be part of it – all brilliantly run by Michelle Sims and Valentina Ruffoni. GO TEAM. I'll add the link in the comments if you want to grab your free ticket to this year's summit in December.

Last week we had ‘Mahi Tahi’, our annual strategy day where we bring our whole team together to connect and align around the future of Sharesies.  It’s a chance to assess and reset ‘where to from here'. We’ve always had an aspiration that every team member at Sharesies feeds into the strategy, but have found this challenging as we’ve scaled… it’s a lot easier to do with 20 people than 150! So this year, we tried something new... In the 2 weeks leading up to Mahi Tahi, every member of the Sharesies team was talked through the core parts of the strategy by a leadership team member, and given the chance to ask questions, and share feedback and comments. I found this experience so valuable on so many levels — 1:1 connection, as well as getting a chance to learn from the perspectives of the team. it also meant that on the day, people could be in the ‘context’ of the day, having had a chance to mull on some of the chunkier concepts and content, rather than coming in cold. Connecting to strategy is important but can be challenging —what are some things you and your team do to help feel connected around strategy? We’re 7 years in now, and although our mission to create financial empowerment remains the same, our business has changed so much since we started out. From an investing platform with six exchange-traded funds, to expanding into Australia and becoming a wealth app that offers investing, saving, KiwiSaver, and B2B tools and services to help connect companies with shareholders. There’s so much value to unlock for people, and for the wealth industry. We’ve come a long way already, but to us, it feels like we’re just getting started. Thank you to the Sharesies team for continuing to chase remarkable and create financial empowerment for everyone, and for the Mayor Tory Whanau for coming to share some words with us at Mahi Tahi. And for the beautiful new Tākina Conference Centre for hosting us. Put your shades on, the future is bright! Let’s go!

"New Week, New Opportunities" Let's seize the day and the week ahead! As we dive into the markets, remember the words of wisdom from Jesse Livermore: 'There is only one side of the market and it’s not the bull side or the bear side, but the right side.' Stay focused, stay disciplined, and let's make it a profitable week. Let's make this week count! 💪 #forextrading #forextrader #investment

We've just kicked off Q4, which tends to be the busiest season at B Capital . Running any business can feel like a 24/7 endeavor, especially when your team is spread across multiple time zones like B Capital's. In my 20s and 30s, I treated busyness like a badge of honor. It gave meaning to a routine that often felt rather stressful. But as I've gotten older, I've realized that being busy isn't a useful metric. It doesn't make me healthier, happier, or more successful. Here are a few things I've been doing this year to maintain focus: · Delegating and Elevating: Empowering my team by delegating key responsibilities fosters trust, growth, and innovation. This allows me to concentrate on strategic tasks and drives better outcomes for the organization. · Leveraging AI for Internal Efficiency:  Our Co-Founder and Co-CEO Eduardo Saverin has been spearheading an effort to build a set of internal AI-enabled tools that allow me and the rest of the B Capital team to be more focused, efficient, and informed in our day-to-day work. · Maintaining an Active Feedback Loop: I engage regularly with my team to understand where they believe my input would be most impactful, which keeps me focused on our most important and strategic needs. Modeling this type of focus also has downstream effects. Founders and CEOs at fast-scaling companies always have too much on their to-do lists. As venture investors, we can help them avoid falling into the busyness trap and remain focused on executing on their vision.

Join us August 7 for our 2024 Summer Series Panel “On Scale” with Jennifer Alexander | Founder | Thrive Strategy Inc., Scott MacKenzie | President | Fidelity Clearing Canada, and Angela Peters (Draskovic) | Author | Just Act. Every leader has a choice to either lead with intention or lead by accident. We need to streamline operations taking into consideration the human element to achieve organizational objectives. In this panel discussion, we will explore the overall concept of scaling and what it means to scale up, scale down, and/or scale out. Specifically, we will examine what should be scaled, how often, and by who with the goal of maximizing growth and revenue. Lastly, we will discuss effective models that evolve alongside to ensure revenues outpace costs. Together we prioritize and simplify. Register Today at https://lnkd.in/gckxHCbU #Intriciti2024SummerSeries #scale #roaringforward

📈💼 Celebrating Investors Month! It's time to recognize the visionaries who fuel innovation and drive economic growth. Whether you're a seasoned investor or just starting your journey, let's share insights and empower each other to reach new heights! #InvestorsMonth #FinancialFuture #WealthBuilding"

🇦🇺 We recently hosted an online end of year panel, where we discussed the outlook for the Australian VC market in 2025. The good news: There’s renewed investor interest, and conversations about growth are gaining momentum. Now is the time for founders to prepare their metrics, narratives, and relationships for future funding opportunities. Curious about what’s ahead? Dive into our latest article for key takeaways and actionable advice to help you navigate the market in the year ahead! 🚀 Let’s get ready for what’s ahead! Check out our full article below! https://hubs.li/Q02-s7B-0

Good morning esteemed investors, As we kick off this week, I want to remind you of the incredible opportunities that lie ahead. We are not merely participants in the market; we are architects of its future. Each decision we make has the potential to redefine industries, create wealth, and impact lives. Today, I urge you to embrace boldness. The world moves fast, and hesitation can cost us dearly. Let’s seize the day with confidence in our research, trust in our instincts, and belief in our strategies. Innovation is our cornerstone. We invest not just in companies, but in visions that challenge the status quo and redefine norms. This week, let's seek out disruptive technologies, visionary leaders, and transformative ideas that promise not just returns, but a legacy of change. Remember, behind every chart, every metric, every projection, there are people counting on us – employees, shareholders, communities. Our decisions ripple beyond balance sheets; they shape the future landscape of industries and economies. Let's approach this week not just as investors, but as pioneers of progress. Let's inspire confidence with our clarity of vision, discipline in execution, and resilience in the face of challenges. Together, let's make this week a testament to our commitment to excellence, innovation, and growth. As we embark on this journey, let's lead with courage, invest with conviction, and build a future that we can all be proud of. Thank you for your dedication and here's to a week of great opportunities and achievements ahead. ‘Akiode Olasunkanmi Qudus’, Real Estate Sales Advisor.