Firstmark Credit Union’s Post

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Cheers to a year of growth & success! 🥳🎉 Thank you Gino M. for all the value you bring to our team and to our clients. Happy 1 year! #employeeanniversary #teamworkmakesthedreamwork #investinsucess #centurionwealthmanagement #CWM #financialplanning

⭐⭐⭐⭐⭐ 𝐂𝐋𝐈𝐄𝐍𝐓 𝐓𝐄𝐒𝐓𝐈𝐌𝐎𝐍𝐈𝐀𝐋 Ending the year on a ℎ𝑖𝑔ℎ 𝑛𝑜𝑡𝑒! This is what it is all about: 𝑨 𝑷𝑨𝑹𝑻𝑵𝑬𝑹𝑺𝑯𝑰𝑷. Wishing another successful year to our wonderful client! #thankyou #clienttestimonials #fivestarreview

Nothing makes us more proud than having 100% client retention as we celebrate our 10th anniversary. We asked Steve Jolley, our Non-Executive Director and #CIO at Tysers, to share his thoughts on this milestone. Watch the full video at https://lnkd.in/ggP3KCN3 #digitaltransformation #customerloyalty

The last few years have been filled with challenges, growth, and invaluable lessons, and I'm incredibly proud to have reached this milestone. Reflecting on this journey, I wanted to share some of the lessons I’ve learned along the way: 1. Teamwork: Success is rarely achieved alone. Being part of an exceptional team has been a cornerstone of my growth. I've learned that collaboration, communication, and mutual support are essential for achieving our collective goals. 2. Perseverance: The path to success is rarely linear, and there were moments when the road ahead seemed uncertain. But I pushed forward with unwavering determination, knowing that every challenge was an opportunity for growth. 3. Do the right thing: Integrity is non-negotiable. Always prioritize ethics and integrity in every decision, no matter how tough. 4. Be yourself: In a world where our personal and professional lives often intersect, finding the balance between authenticity and professionalism can be difficult. This was something I struggled with in the early days of my career as a new female advisor, feeling that I needed to maintain a “business-like” & serious demeanor at all times. Authenticity and professionalism are not mutually exclusive. Don’t be afraid to let your personality shine through. Embrace your unique strengths, quirks, and passions. It’s what makes you shine! 5. Lift as you climb: As we navigate our own professional journeys it can be easy to forget about those beside or behind us. As I reflect on my own journey, I realize how crucial it was to have mentors who believed in me and provided guidance. Champion others. Support and empower those around you, celebrating successes and creating an environment where everyone can thrive. 6. Stay Curious: The learning never stops. Albert Einstein once said, “I have no special talent. I am only passionately curious.” While I might disagree with the notion that Einstein had “no special talent,” the truth is – without his passionate curiosity, he might’ve never solved the riddles of the universe. Stay curious, ask questions, and seek out new opportunities for growth and development. Above all, the key to success lies in passion and genuine love for what you do. I wake up every day excited to connect with clients, solve their financial challenges, and help them achieve their goals. This passion fuels my dedication and drives me to continually strive for excellence. Thank you to everyone who has been a part of this journey – your support and encouragement mean the world to me. I am grateful for the invaluable experiences and relationships I’ve built along the way. Here’s to many more years or learning, growing, and making a difference at The Westchester Group Morgan Stanley Wealth Management! #FinancialAdvisor #Milestone #CareerJourney

Year 6 About six years ago, Arun Shukla, Andrew Klemm, CPA, and I met, along with our significant others (Elise and I weren’t married yet) to discuss setting up our own firm- and how we wanted to do it differently. We asked our better halves for three things: 1) understanding that we may not be successful and have a gap in income, 2) it would be a fair amount of work, please help us! and 3) help us come up with a name. Fortunately, 1 has been held off for six years; 2 is a labor of love each day and week; and 3, we appreciated their input but then went with something less creative! Six years in, I get recharged every time we connect with our team. The past week, we hosted our semi-annual offsite. We try to rotate locations to where team members may be or key projects and clients are. This time was no exception. The offsite is where we go to sharpen our skills, learn from each other, and deepen our SLKone, LLC team bonds. We were fortunate to have two clients come visit us to speak and share their experiences and what they look for in advisors. Further, we were fortunate to have Dr. Sridhar Balasubramanian from UNC come and facilitate a number of learning sessions and workshops for us all. We cannot do this for our team and ourselves without our awesome clients, of course. However, I would be remiss if I didn’t acknowledge the time our team members commit to not just attending, but also helping develop content to share with the team. And finally, I have to give great thanks to our Business Manager, Isabella Siniscalchi Doval, who I consider my right hand in helping keep us running smoothly. Thank you to my team for a great offsite, a great past six years, and the many years ahead! #firmofthefuture #consulting

WE LOVE KNOWING WE ARE MAKING A DIFFERENCE.... We always appreciate any feedback from our clients who we have helped and worked with. If you would like to leave a review for us, please click the link: https://lnkd.in/eGcaqWuu Thank You! #sechlerlawfirm

Quincy, getting to officially meet through Guardians "Foundations" training has been an incredible experience. As we came together to learn and grow, your dedication and passion has shone brightly deeming you a perfect fit for our team. I couldn't be happier to have you on board. Let's all congratulate Quincy on this exciting new chapter. I can't wait to see the positive impact you will have not only on Wealth Strategies, but on our community!🚀🌟 #NewBeginnings #WelcomeQuincy #TeamworkMakesTheDreamWork"

Thomas Flavell & Sons is setting a new standard in the legal industry by truly embodying work-life balance and fostering a culture of support and encouragement. Here's how we make it happen: #WorkLifeBalance #SupportiveCulture #LegalIndustry #ThomasFlavell&Sons #CareerGrowth #WellBeing

best rest smb-to-be-upgraded-02 Thank you, Trent Tournour for leaving us a review. Read full review: https://birdeye.cx/ouahk3 #TrentTournourReview #BirdeyeReview #BirdeyeReviews #PositiveReview #GreatService #ThankYouForReviewing #HonestFeedback #CustomerReview #CustomerFeedback #WordOfMouth