Ender’s Post

According to a recent Schwab survey, 33% of advisors switch firms to better serve their clients' interests with less conflicts. You’re more than just a salesperson, you’re an Advisor who cares about your clients' financial well-being and strives to grow your business consciously. Thomas Morr, CFP®, Managing Partner at Simon Quick, invites you to join a team where your fiduciary duty is the guiding principle. Watch as he discusses our culture which champions fiduciary responsibility and a commitment to professional development. If you’re ready to work in an environment where your expertise can thrive, connect with Tom on LinkedIn today and start the conversation about joining Simon Quick! #EmployeeOwnership #FinancialServices #ClientRelationships #IndustryLeaders #ProfessionalGrowth #InvestmentAdvisory #CareerOpportunities #BusinessDevelopment #CareerGrowth #FinancialAdvisors

Check out these common misconceptions to help get the most from your hard-earned benefits!

🚀 Are You Over-Servicing Your Clients? 🚀 In his latest article, Andrew Goodwin shares some harsh truths about the current advice model, calling it out for having "practically zero relevance for the vast majority of the population." At We Complement, we see this as a wake-up call for financial advisers. Are you tailoring your services to truly meet your clients' needs, or are you falling into the trap of over-servicing? Just like the journey of AC Deacy 🎸 in Andrew’s article, we believe in smart, client-focused management that evolves with your clients—delivering exactly what they need, when they need it, without the extras that drain your time and resources. It’s time to rethink your approach and ensure you’re truly adding value where it matters most. Read the full article to see how you can better serve your clients and grow your practice. Let us know your thoughts!! https://lnkd.in/dJddi4Vi #ClientManagement #FinancialAdvisers #WeComplements #TailoredService #ClientFocused #FinancialAdvice

Have you listened to Alex Brown Raymond James' monthly webinars? These hour-long presentations bring together key leaders on the team to provide exclusive economic insights. This month's webinar features commentary on stock splits, the presidential election, a consumer roundtable, fed rate cuts, and more. For a fascinating deep dive into what to expect in this summer's economy, watch The Summer of Split Decisions on our blog: https://lnkd.in/ePesdX3Y #economicupdate #alexbrown #raymondjames https://lnkd.in/eeCuzshG

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

What’s the most significant tax-related hurdle you've encountered, and how did you overcome it? 💼 Share your experiences and solutions in the comments below! #BBConsulting #BusinessGrowth #TaxConsulting #OvercomeChallenges #BusinessOptimization