Mark Siebold

On the first episode of our new podcast, Empowering Financial Futures, we introduce you to our President and CEO, Peter Zuleba. Peter discusses Glenmede's DNA and culture, and how he plans to use his experience to help guide Glenmede's path into the future. Listen now: https://bit.ly/3KCks6Z #empoweringfinancialfutures #financepodcast

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We are delighted to sponsor the Portfolio Summits 3rd annual Ohio RIA Summit. Come and meet us at Le Meridien in Columbus on June 6 and hear André Breedt, vice president, research, give a quantitative point of view on the Global Market Outlooks and Opportunities panel discussion. More details here: https://lnkd.in/empAV4TC #PortfolioSummits #RIA #registeredinvestmentadvisor #alternativeinvestments #investmentstrategies #quant #quantitativeinvesting

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Hamilton Capital’s Managing Director of Investment Management, Peter Klingelhofer, CFA, is a featured speaker at the upcoming Ohio RIA Summit hosted by Portfolio Summits. The Ohio RIA Summit is a one-day meeting of over 100 independent registered investment advisors with a minimum AUM of $100m. Pete will be participating in the panel titled ‘Global Market Outlooks and Opportunities’.   Follow the link below for complete event details and speaking agenda.   #RIA #registeredinvestmentadvisor #investmentstrategies #OhioRIASummit #PortfolioSummits

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As we move further into 2024, questions around market performance and the economy are getting more frequent. Click the link to read what four questions we think are the most important!

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Another Insightful Clip from Sammy Azzouz, JD, CFP® of Heritage Financial Services, LLC in The Connected Advisor Podcast with Kyle Van Pelt! 🌟 In this clip, Sammy discusses the importance of optimizing onboarding processes for better client outcomes. By integrating quality technology, we ensure an excellent experience that supports board advisors and helps them grow. Streamlined onboarding can make a huge difference in client satisfaction and success. To make it even more engaging, adding success stories or testimonials would help create a stronger personal connection. Check out the video and share your thoughts! 🤔👇 Watch full video here: https://lnkd.in/exPMnHVy #ClientSuccess #Onboarding #FinancialServices #CustomerExperience #SuccessStories #TechnologyIntegration

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April is National Financial Capability Month! Want to improve your financial literacy? Check out these 5 tips to assess your financial well-being and better manage your finances: https://lnkd.in/eBFGHB2u Start your journey towards financial stability and success today! #FinancialCapabilityMonth #FinancialLiteracy #MyAdvisorCoaching

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Filene's 35-year origin story goes back to an idea from Richard “Doc” Heins while serving as president/CEO at CUNA Mutual Group (now TruStage). Stating that “nothing remains the same, especially in the financial services industry, and the needs of consumers will dictate where financial institutions must modify or change their approach,” he believed that the credit union community needed a strong research function. He inspired the creation of Filene Research Institute by evoking support from the credit union system to create a nonprofit credit union think tank in 1989. Today, Filene's credit union member network serves more than 71 million people -- about 1 in 5 across the country -- and represents $1.17 trillion in assets, or just over half of all credit union assets. Learn more about this powerful network: filene.org/membership #35YearsofFilene

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Tomorrow, Matthew Nowak, AIF® will be speaking at Pensions & Investments Retirement Income Conference in Chicago: Solutions for the Decumulation Phase. Matt will be joining a panel entitled, “Customizing Engagement in order to Boost Retirement Readiness,” discussing target group identification, personalization, and how to establish a framework for evaluating retirement income preferences. https://bit.ly/MNpi2024

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Navigating challenging discussions about finances with loved ones is increasingly important as financial pressures continue to rise. Embracing these discussions with patience and open communication is essential for building unity against growing economic challenges. This week, LifeSpeak experts provide tools and resources to facilitate those conversations and to minimize the impact of financial stress. Read Navigating Family Finances here: https://shorturl.at/iovxQ

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With multiple changes to the age you have to begin taking required minimum distributions (RMDs) in recent years, understanding this aspect of retirement planning is more critical than ever. Watch our latest video as Ryan Ledden, CFP®, RICP® breaks down RMDs and provides clarity on how they impact retirement planning. Plus, explore options for those who don't need immediate income: https://lnkd.in/gewKsVwh

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April is #StressAwarenessMonth, and we want to take a second to talk about the struggles of this industry nobody talks about. Recently, we had an honest and raw discussion with financial advisor & Triad Member, Russ, about overcoming adversity and navigating the stressful environment of financial services. In a high-stress industry, we know the temptation of unhealthy coping mechanisms. Russ takes us through the struggles he’s witnessed and lived — and offers advice for anyone who needs to overcome their own challenges. Thank you, Russ, for your vulnerability. For those of you struggling, help is available at https://988lifeline.org. Remember that seeking support is not a sign of weakness, but a courageous step towards healing. #dbdlpodcast #triadpartners #financialadvisors #financialservices

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In this Q1 market review, Thrivent Asset Management leadership talks about the good reports from the start of 2024, as well as the concerns they have looking forward.

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A Process Not A Program!  The What’s Next Tailored Solutions System (WNTSS) is our approach to financial advisor coaching. Through a process tailored to each individual advisor, we help them identify and reach their next levels of success. https://lnkd.in/gGuMqQEA #solutions #financial #advisor #success

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Listen to Ascutney Financial Group’s NEW “Happier Retirement Podcast” at https://lnkd.in/gUW7nHAV. The idea of retirement can bring joyful anticipation of time spent with family, doing the things we love, and traveling. But there can also be lots of changes and preparation needed when getting ready for retirement and that could stir up some anxiety. This podcast talks about how planning TODAY can lead to a happier retirement tomorrow. Tune in today! #HappyRetirement

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Poll results are in! Financial professionals are focused on client meetings and prospecting to win women's business. Learn how to optimize these opportunities — register today for our Winning Her Business® featuring Bridget Brennan webinar series. https://lnkd.in/evrN7tve #WinningHerBusiness #WomenConsumers #WomenAndWealth #FinancialPlanning

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The Oasis Group CEO John O'Connell, MBA spoke with Jonny Swift of Impact Communications, Inc. - Marketing & PR a couple weeks ago at the Wealth Management EDGE conference in Hollywood, FL, where he discussed the excellent content at the conference, including the #cybersecurity panel he moderated. John also shared his thoughts on #AI and how it will affect the #wealthmanagement industry going forward. Watch the interview here: https://lnkd.in/ge5Dd3Nm #WealthManagementEDGE #WealthStack #WMEdge

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