SHEUMACK GMA’s Post

SGMA Principles: Long Term Industry Specialization + Analytical Rigor + Global CEO Connectivity => Client Success (Our Mission Accomplished)

Discover the key challenges in client relationships and learn effective strategies to avoid or overcome them. Gain valuable insights for successful client management. Read more at https://lnkd.in/gK8EcK6E?

For anyone who missed my presentation on Digital Intimacy at the Institute of Advanced Financial Planners - IAFP symposium, here is your chance to see what I was talking about. #financialplanning #digitalengagement #clientintimacy

Are you ready for the March 2025 deadline? Whether you're in scope of the new rules or not, Aldbury International is offering firms a FREE demo of our state-of-the-art Operational Resilience self-assessment tracking tool.   Our system empowers you to:   ✅ Track your progress against industry peers. ✅ Gain a clear understanding of where improvements are needed. ✅ Demonstrate progress to regulators, your Board and other key stakeholders.   Interested in more comprehensive support? Explore our fixed price service:   ☑️ Review of Self-Assessment Document: Receive expert recommendations tailored to your needs. ☑️ Progress Mapping: Get a detailed view of your status with our Self-Assessment Tracker. ☑️ Peer Group Analysis: Understand how you compare to competitors. ☑️ External Validation: Benefit from unbiased validation from industry experts.   The outcome? Clear insights into areas needing enhancement and your comparative standing in the industry.   Don't wait—enhance your operational resilience today.

Residents are a valuable part of your assurance & performance monitoring framework – & they're key to demonstrating compliance with regulatory standards & service improvement. Our workshop will show you how to make the most of engagement opportunities https://lnkd.in/eZCcVRqF

Welcome to our Winter 2024 BRM Newsletter! This quarter, we’re bringing you insights and resources designed to elevate BRMs - both from a personal and professional perspective. BRM Connect 2024 Keynote and Presentation Deck: In October, I had the honor of delivering the keynote at the BRM Connect Conference in Puerto Rico, titled “Unshakable Confidence: The Key to Elevating Your BRM Impact.” This session explored how BRMs can build confidence to amplify their impact. Access the recording and presentation deck to learn more. Article: "The BRM Tactical Trap: How to Avoid Being Pulled into Operational Tasks" explores a common challenge for BRMs—being asked to handle operational issues—and why it’s critical to maintain your focus on strategic responsibilities. Quarterly Tip: This quarter, we highlight the importance of developing a BRM strategy. Often overlooked, this is one of the most critical areas for a successful BRM program. Check out our high-level deck on “BRM Strategy Planning and Development.” Wishing you and your loved ones a wonderful holiday season and all the best for 2025! You can access the newsletter here: https://lnkd.in/eix-QS4w Thanks!

A strong capability uplift program needs the right data to drive delivery improvements by ensuring that team skills and training align with business objectives. Here’s how to identify the performance metrics that make the biggest difference to delivery outcomes. https://hubs.la/Q02pdrpf0

Leaders can get tunnel vision within their business, and it can help to bring in a fresh pair of eyes to identify missing pieces. Clarke’s operational auditing services provide exactly that. We’ll review and evaluate business data, processes, procedures, teams, and other operational systems to correct and upgrade areas for improvement and efficiency. Learn more: https://lnkd.in/ge6mYr2

Case studies are more than just success stories; they demonstrate the practical value of becoming matrix Standard accredited. Find out more about how organisations in your industry have benefited from working with us here: https://lnkd.in/egP54FPj