It takes relentless determination to build a successful investment management firm from the ground up. But, it can be done! David B. Perkins, CAIA made it happen, and now he’s here to share his incredible story. Get ready to be inspired and rethink the vision for yourself, your team, and your company! Take a step forward in nurturing your leadership qualities with today’s release featuring David Perkins, CEO and co-founder of Gondola Partners: https://bit.ly/TDAep68 What's one thing you’ll focus on today to become a better leader? #Leadership #Inspiration #TheDreamArchitectLife #FinancialInnovation #SweetFinancial #DreamsArePossible
Sweet Financial Partners’ Post
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🎯 Enhance client returns with the right strategy! Our latest blog explores how tailoring your management style can improve outcomes and foster stronger client relationships. #InvestSmart #ManagementStyles #AdvisorInsights
🤔 What’s your management style? The right approach can make a significant difference in client returns. Learn how adapting your style to client needs can maximize results. Dive into our latest blog for all the details! https://lnkd.in/eAy_UsJi #Leadership #FinancialAdvisors #WealthManagement
How to Use Different Management Styles to Enhance Your Clients’ Returns
https://aldeninvestmentgroup.com
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🤔 What’s your management style? The right approach can make a significant difference in client returns. Learn how adapting your style to client needs can maximize results. Dive into our latest blog for all the details! https://lnkd.in/eAy_UsJi #Leadership #FinancialAdvisors #WealthManagement
How to Use Different Management Styles to Enhance Your Clients’ Returns
https://aldeninvestmentgroup.com
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Chief Growth Officer | Fintech/Wealthtech Specialist | Asset Management & Growth Strategist
🧐 Research 📊 Due diligence ✈️ Oversight Tactical, strategic, or does it matter? Our investment committee has been helping advisors model out what works most appropriately for their clients. Alden’s model marketplace includes active and passive strategies as well as traditional and alternative investments. Leaning on an experienced team to help diligence strategies and construct portfolios is all part of the platform. #alden #investmentadvisor #platform
🤔 What’s your management style? The right approach can make a significant difference in client returns. Learn how adapting your style to client needs can maximize results. Dive into our latest blog for all the details! https://lnkd.in/eAy_UsJi #Leadership #FinancialAdvisors #WealthManagement
How to Use Different Management Styles to Enhance Your Clients’ Returns
https://aldeninvestmentgroup.com
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Is There a New Perspective for Stakeholders When It Comes to the Board of Directors? #corporategovernance #leadership #investors #shareholders #ceo #boardofdirectors #mindset #transformation #changemanagement #chairman #boardmember #strategy #stakeholders #diversity
A New Investor Paradigm and the Corporate Board
https://www.directorsandboards.com
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💼 Did you know your management style can impact client returns? Discover how leveraging different management styles can enhance your clients' financial outcomes and strengthen relationships. Read more in our latest blog post! #ClientSuccess #WealthManagement #FinancialPlanning
🤔 What’s your management style? The right approach can make a significant difference in client returns. Learn how adapting your style to client needs can maximize results. Dive into our latest blog for all the details! https://lnkd.in/eAy_UsJi #Leadership #FinancialAdvisors #WealthManagement
How to Use Different Management Styles to Enhance Your Clients’ Returns
https://aldeninvestmentgroup.com
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Honored to see CV Advisors LLC featured in #Barron’s! At CV Advisors, we trust ETFs for efficient and flexible market exposure, aligning portfolios with our clients' goals and our macro views. #ETFs #InvestmentStrategy #WealthManagement
Honored to see our CEO, Elliot Dornbusch, featured in #Barron's, sharing insights on CV Advisors’ approach to #ETFs. With a focus on transparency, efficiency, and value, Elliot highlights why our firm has chosen #ETFs over #MutualFunds #InvestmentStrategies #Leadership #ClientFocused
ETFs, Mutual Funds, or Both? Investment Advisors Share Their Strategies.
barrons.com
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As we approach 2025, new drivers, new dynamics and changes in global leadership create a complicated backdrop for investors. Janus Henderson shares their views on the risks and opportunities they see to help investors position themselves accordingly. #EmpowerFundPartner
Investment Outlook 2025
janushenderson.com
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What Makes a Board Irresistible to Investors? In today’s unpredictable world, investors seek more than profits—they want boards with resilience, adaptability, and vision. Discover the Four Pillars of Governance—People, Information, Structures & Processes, and Group Dynamics—that make boards investor magnets. Learn how the right governance can turn challenges into opportunities and secure long-term success. 📖 Don’t miss this insightful read! Check out the full article here: https://lnkd.in/dApcGcWx #Leadership #Governance #BusinessStrategy #Resilience
The Investor Magnet: How to Set Up a Board That Attracts Investors | Entrepreneur
entrepreneur.com
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Our leadership team's experience helps financial advisors understand the utmost importance of the client/advisor relationship to foster a culture in which your feedback is heard and you are empowered to grow. Learn more about how our leaders support the needs of your practice: https://lnkd.in/gqadfRzz
Access to Leadership
wellsfargoadvisors.com
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Our leadership team's experience helps financial advisors understand the utmost importance of the client/advisor relationship to foster a culture in which your feedback is heard and you are empowered to grow. Learn more about how our leaders support the needs of your practice: https://lnkd.in/g4snNp_C
Access to Leadership
wellsfargoadvisors.com
