TrustFunds’ Post

𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐌𝐞𝐚𝐧𝐬 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐎𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 At Cerity Partners, being a Partner and Owner means we are directly invested in the success of our clients, colleagues and our personal growth. By delivering exceptional service to clients and fostering strong relationships, we enable our entire ecosystem to thrive. When we hold ourselves accountable for what we promise – we all win. Corny visualization - but think it does the trick. #Ownership #Accountability #WealthManagement #Partnership #AdvisorTransition

Maurice Robinson gets it, y'all. Admittedly, I am partial to posts about hats, hat decoration and embroidery, and really anything adjacently related to hats. So it's no surprise that I stop on his posts. But maaaaaan. Coming from someone who worked in a Lids store, who came up through the ranks, you learn quick that you can't teach people to care. You can teach hard skills all day long. But you can't teach people to care. You can't teach culture. You can't teach something like #PartnersInCustom That comes from folks with heart and drive with love for the game and how it gets represented not just by the fan, but in house, among each other. The House. Your People. When your house is square, your clients get served. Headwear sits in the center of a venn diagram surrounded by music, entertainment, fashion, pop culture, sports, work uniforms, religion, and medical necessity. Find yourself a pro that cares. Find yourself a partner. Find yourself a Maurice.

🌟 Exciting News! 🌟 Today, I had the pleasure of meeting our new referral partner, Glitz Business Consultancy, to congratulate them on successfully being onboarded with RAKEZ. 🎉 Our discussion was filled with promising strategies to expand our services and foster growth. Looking forward to a fruitful collaboration and achieving great milestones together! 🚀 #Partnership #Growth #Collaboration #BusinessExpansion #RAKEZ #GlitzBusinessConsultancy

When you choose #SSNCBlackDiamond, you gain more than just a product—you gain a dedicated partner. Our combination of advanced technology and exceptional service supports you at every stage of your journey. Explore how we can be part of your success with our latest blog by Katie Terry and Jen Becher. https://lnkd.in/enp_j2Gp #Partnership #BusinessGrowth #ClientSuccess

𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐦𝐞𝐚𝐧𝐬 𝐚𝐧 𝐚𝐥𝐢𝐠𝐧𝐦𝐞𝐧𝐭 𝐨𝐟 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐬. At Cerity Partners, our firm, Partners, and clients share a common goal: achieving the best outcomes. This unified approach ensures that we’re all working together towards success. A recent addition to our team shared how impressed they were by the immediate support and collaboration they received from colleagues – on day 1.  He was surprised that everyone was willing to jump in to help him transition his practice.   My response? That’s Cerity Partners —your success is our success.  Rising tide lifts all boats. #AlignedInterests #Synergy #WealthManagement #Collaboration #advisortransition

It was a privilege to reconvene with our esteemed partners. Valuable conversations like these are the cornerstone of mutual growth. #BusinessNetworking #ProfessionalGrowth

🌟 At XCALYBR, our true benchmark of success is seeing our clients thrive. Every project, workshop, and consultation is designed with your goals in mind. 𝗬𝗼𝘂𝗿 𝗮𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝗿𝗲 𝗼𝘂𝗿 𝗴𝗿𝗲𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝘄𝗮𝗿𝗱. Here's to celebrating your wins and working together towards even greater milestones! 🚀 Ready to start your success journey with us? Let’s make it happen! #ClientSuccess #Xcalybr #Partnership #Consulting #SuccessJourney

Want to expand your network? Treat your partners, coworkers, business associates, and friends like Gold. Never take them for granted always give more than you receive. Think about ways that you can partner that is mutually beneficial. And most of all just be good to each other. This post Goes out to my friends who are invaluable to me – priceless. #businessfriends #clientsandpartners #madpeople

We understand the power of collaboration and the importance of learning from peers in the industry. Whether you’re looking for advice on navigating industry challenges, exploring new business opportunities, or simply seeking camaraderie with like-minded professionals, when you partner with us, you can tap into the collective wisdom of our network to propel your practice forward. Learn more at https://hubs.la/Q02GYKnx0. #WeAreIAA #Partnership #AdvisorSupport #IndependentFinanicalAdvisors

Next year marks my 10 year anniversary of working with partner programs. It's been a fulfilling (and surprisingly fun!) journey. Partner communities are my favourite communities to manage because we're all teaming up and working towards mutual wins, i.e. Partner customers = our customers Partner challenges = our challenges Partner milestones = our milestones Their success is our success, and I wouldn't have it any other way. #ecosystem #partnerships #communitymanagement