What has convicted you about your practice?

This community will be making the transition to a paid community. We are working to grow immensely with targeted content. Our ultimate goal is to transition to being a paid community so help us grow by inviting as many U5 financial reps as possible. We intend to be a paid community for the next 90 days. I encourage everyone to invite a FR who is classified as a U5 rep.

Let’s venture to speak the future into existence. How many of our group members see themselves running there own Private Client Group? How many of you are working to become a Managing Partner or Director?

Want to start each day in the zone for success? In this fast-paced 30-minute webinar,coach Jim Rohrbach will share the proven morning ritual used by his top-performing advisors to stay focused, energized, and on track toward their business goals. You’ll learn how to: • Craft a personal mission statement that drives your daily actions • Use visualization techniques to lock in your goals • Incorporate energizing exercise into your routine • Build a customized ritual that keeps you aligned and productive Whether you’re looking to boost performance, sharpen your mindset, or set a powerful tone for your day, this session will give you the tools to make it happen. I'll include the sign up link in the first comment field. #financialadvisor # wealthmanagement #goingindependent

They say iron sharpens iron… and that has stuck with me for a long time. Here at the Advisor’s Corner I want to developed the habit of us challenging each other to be better than who we were yesterday… Every. Single. Day. Growth happens when you’re surrounded by peers who: • Hold each other accountable. • Share knowledge and lessons openly. • Push one another toward bigger visions. What makes those relationships powerful is the deep understanding we have of each other’s goals. We know what each person is striving for, and we support one another in making it happen. That’s the same foundation great financial planning is built on. An advisor’s role isn’t just about numbers or products. It’s more about: • Truly understanding your goals, values, and concerns. • Aligning ideas, strategies, and solutions with what matters most to you. • Creating a plan that keeps you disciplined, focused, and supported along the way. 👉 Ask yourself: Are you surrounded by people (and professionals) who understand your goals as well as you do? Because when you are, growth isn’t just possible, it’s inevitable!