GM Advisory Group’s Post

On our webinar last week with Wealthspire Advisors, our panel explored issues in special needs planning including special education, transition, and special needs trusts. Thank you everyone who joined us!

If you’ve ever wondered what to expect when working with a Thrivent advisor, here’s a high level snapshot of our process. It’s not a “set it and forget it” approach. We want to walk along side you as life happens. See thrivent.com/social for important disclosures.

Embrace the next generation of wealth management with WealthBrain's revolutionary platform. 🚀💼 Experience the power of cutting-edge technology combined with user-friendly features, designed to simplify and optimize your financial journey. The future of wealth management is now at your fingertips. #FutureOfWealthTech #CuttingEdgeTechnology #UserFriendlyPlatform #InnovativeWealthManagement #FinancialControl #wealthbrain

Today’s financial advisors don’t have a lot of time on their hands to comb through the many tech options available — much less make a decision they and their firms can live with for a long time. Danielle White, CEO of Myriad Advisor Solutions, recognizes that as a key pain point and aims to solve for it. #fintech #wealthmanagement #financialadvisors

If you’re looking for an opportunity to accelerate growth, you might be the right fit for our team. Dive into a community that champions your growth with exclusive training, elite networking, and advanced tech. Visit our website to learn more about the Avior difference and how you can be a part of it. Click on the link meetaviorwealth.com to get started 🔗 . . . . . . . #AviorWealth #Advisors #GrowWithAvior #AviorNavigator #WealthWithPurpose⁣ #FinancialJourney⁣ #Avior #AviorAdvisors⁣ #RetirementPlanning⁣ #FinancialWisdom⁣ #IntentionalWealth

May is #MentalHealthAwarenessMonth! Providing great benefit choices to our employees and their families is just one of the many ways we support the physical, financial, and emotional well-being of the people who make our company successful. Learn more about CapTech’s benefits: https://hubs.li/Q02vB2hY0

"Embrace the power of first impressions and break free from routine in any industry". Michael Silver, Co-Head of Focus Partners powered by FLX Networks, reminds us that excellence in one aspect spills over into everything. Put your best foot forward—it's the key to sustained success. Like what you see? Reach us at focuspartners@flxnetworks.com for coaching solutions for financial advisors and wealth management firms, plus sponsorship opportunities for asset managers! #FinancialAdvisors #PracticeManagement #FocusPartners FLX Networks #ProfessionalExcellence #JoinFLXNetworks #connectnow

"You're the person that is there for them in every moment that they need." BOOM - Stacey McKinnon 🙌 The internet shifted our clients and prospects' behavior. Information is widely available. WHO that information is delivered from and HOW that information is presented is the premier service advisors should strive to deliver. Elite advisors are realizing the "button" your client's click on their phone shouldn't be Gmail or Outlook It should be your brand. Your trusted channel. A channel your client knows to hit every single time they have a question and need advice ASAP. I first met Stacey at the 2022 Fidelity Inside Track event. Fast forward to 2024 - Morton Wealth isn't just talking. They are acting. When we first launched Modearn, I remember telling Stacey that she'd be on the cover of a Wealth Management publication fielding questions about how they were able to successfully launch, scale, attract, and ultimately create a new revenue stream serving a generation that is growing every single day. I'm even more convicted today. Let me be clear: It's not because of Fynancial It's because their Leadership empowers the Team to achieve big goals. Wayne Gretzky said it perfectly: "Go to where the puck is going. Not where it has been." #socialfinancialplatform

We know it's been a busy and exciting couple of weeks and we're here to answer your questions and make it all make sense. Let's start at the top with Who is Q Wealth Partners? Want to know more? Get in touch: https://bit.ly/4brtNK3 #birdseyewealth

Thanks Envestnet, Inc and Rich Aneser for inviting me to collaborate on their latest blog article following our panel at Future Proof Festival. It’s a deeper dive on driving better client conversations for every generation, even during uncertain times. We compare investor preferences across generations, share what younger investors are looking for today and offer actionable ideas for financial advisors looking to deepen relationships and grow. Click here to read the blog and find more supporting resources -> https://bit.ly/3QvglgJ You can also find more insights and tools in our Earn Tomorrow’s Clients program -> https://bit.ly/3Sh57h1 #financialadvisors #wealthmanagement