Tom Tatone, CIC, CLCS’ Post

If you're looking to boost client retention or sharpen your relationship-building skills, this episode is for you! 🎯 👉 Don't miss out—watch Part 1 now! #ClientRetention #FinancialServices #CallCoreConversations #BusinessGrowth #CustomerTrust #Partnerships

Prioritizing "Clients First" is not just a principle, but a commitment woven into our culture. We go above and beyond to understand our clients' needs, ensuring each one receives an exceptional white-glove service experience. Learn more about what Recovery Point stands for and how we stay true to our core values: https://loom.ly/g4K1KpQ #DisasterRecovery #BusinessContinuity #CyberResilience

Today, SterlingRisk celebrates a significant milestone - the 10-year anniversary of our values-based cultural initiative. We embarked on a pre-planning phase to define our company values and engaged an organizational culture consultant PeopleInk, Inc.., to assist us in the process. After months of hard work, we held a two-day all-day workshop with a cross-section of 25 employees from all levels of the company to define our five core values: Integrity, Innovation, Collaboration, Care & Respect, & Excellence. On May 2, 2014, we unveiled our SterlingRisk Values Blueprint to all our employees at the Crest Hollow Country Club in Woodbury. It was the perfect day, the sun shined brightly and spirits soared, as we all came together to celebrate and launch our new values and culture. Our decisions during this time continue to have a positive impact on the organization. We're proud to say that our SterlingRisk Values Blueprint is shared with all our employees today. We want to take this opportunity to thank everyone who has been a part of this initiative. As we celebrate this milestone, we're committed to continuing to live our values every day, and we look forward to the next ten years+ of our values-based cultural initiative! Remember, a journey has an end, but an initiative continues. #sterlingrisk #values #culture #greatplacetowork #integrity #careandrespect #innovation #collaboration #excellence #innovation

If you're intimidated by the rapidly changing business landscape of our digital world, MicroAge Kingston is here to help guide you through it. Manage your IT assets, your digital business risks, and more, with us. Visit https://buff.ly/4dw8zMU for a free consultation. Start the conversation today! #MicroAgeKingston #kingston #BusinessTechnology #InformationTechnology

Bringing the Wow Factor Back Into Client Service: in this video, brought to you by United Planners Financial Services, Tribute Financial's president, Kevin Daniels explains how providing exceptional support to existing clients helps to establish new relationships. http://spr.ly/6049iDtCL #wealthmanagement

Building Strong Client Relationships: In this video, brought to you by United Planners Financial Services, learn how advisor Zach Daniels prioritizes client relationships in a people-first, advisor-second approach. http://spr.ly/6040iDSwy #wealthmanagement

At Peak Trust Company, we understand how crucial it is for financial advisors to remain at the center of their client relationships. That’s why we prioritize a seamless partnership experience throughout the trust administration process. In this episode of #TrustTalks, our Business Development Officer, Andre Sears, shares how he supports advisors by guiding them through each step of the process, ensuring clear communication, timely document flow, and smooth progress from start to finish. Watch the full video below see how our team collaborates with financial advisors to deliver exceptional outcomes for our clients. https://lnkd.in/g4C99VMQ #FinancialAdvisors #WealthManagement #TrustAdministration #ClientRelationships #PeakTrustCompany

🚀✨ My first online client engagement session was a success—50% of those interested attended, a great turnout for online engagement! 💻 In conversation with my business consultant from Allan Gray, Noluyolo Betela, we discussed various topics crucial for investors. As an independent adviser working with multiple product providers, it was insightful to explore the top 3 highlights: 1️⃣ Biggest mistakes advisers have learned from clients. 2️⃣ What to consider when planning to invest. 3️⃣ Understanding the difference between risk and volatility. Unfortunately, one hour was not enough to cover everything, but I look forward to many more engaging sessions ahead! 📈💬 #InvestmentInsights #ClientEngagement #AllanGray #FinancialPlanning #FutureWealth

Discover what drives Castlepoint Wealth Advisors! Our core values—serve with excellence, teamwork, integrity, lifelong learning, simplicity, and a fun, flexible environment—are at the heart of everything we do. #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors

Newfield Resources Limited Explore the latest strategic insights into Newfield Resources' challenges and opportunities as they navigate operational growth amidst financial constraints. Read More https://lnkd.in/gRW5asNK #NewfieldResources, #TongoDiamondMine, #financialPerformance, #operationalUpdates, #ESGInitiatives