Tom Wilson, Jr.’s Post

Congratulations to Mark J. Rogers, CIMA® and Gary W. Jbara, CIMA®, CRPS®, CRPS® for being recognized as two of Barron's Top 1,200 Financial Advisors for 2024! We could not be prouder to have such talented individuals representing our team and redefining industry standards for success. The ranking is based on data compiled by Barron's from September 2022 to September 2023. Check out the link to learn more about this prestigious award. #BarronsTopAdvisors #FinancialAdvisors #IndustryLeaders #MorganStanley

The Financial Services industry is changing. The industry desperately needs companies to recruit and develop new people. Unfortunately that responsibility is not easy. Independent hybrid companies are evolving to help financial professionals get to the next level. If you are thinking about a new Firm, or your Firm is leaving you, please reach out to us. Futurity First MidWest Advisors

Spencer Financial is excited to share that Stevie Green has been awarded by Forbes the honor of 2023 Top Next-Gen Wealth Advisor Best-In-State. This is her 3rd award from Forbes since 2020. Please join us in congratulating her on this well-deserved award! *The Top Next-Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews and quantitative data. Those advisors who are considered have a minimum of four years’ experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. https://lnkd.in/gh5dhNc7

Are you at the 2023 Financial Planning Association (FPA) conference? Do you want to hear about if/how you as an advisor can use #ChatGPT? Come check out Eric Ludwig, CFP® and my presentation at 2:15 where we will talk about this and discuss some best practices and #PromptEngineering that financial advisors can use.

Congrats Mike Swafford, CFP ®, CDFA ®, ChFC ®,! Working through the due diligence process with you on your path to Independence was a pleasure. We vetted various options and eventually found the ideal fit for you, your family, your business, and your clientele with Equitable Advisors. I see a very bright future for your new practice. 2024 will be a great year! #financialfreedom #financialadvisor #financialadvisors #wealthmanagement

In his annual letter to shareholders, Jamie Dimon discusses our 2023 performance, guiding principles and our service to clients and communities for 225 years in good and challenging times. Read more: https://bit.ly/49ZaKph

A message from the Association of African-American Financial Advisors' Corporate Partner Raymond James: The 10th annual Raymond James Black Financial Advisors Network Symposium is coming soon, Feb. 21-23. The BFAN Symposium is our touchstone annual event, featuring dynamic speakers, professional panels and collaboration with colleagues from across the country. Financial advisors will have the opportunity to re-energize and refocus on business goals, connect with emerging trends and changes, and meet with firm leaders and like minded advisors. Learn more: bit.ly/3sqxD5f #RJBFAN #togetherblackwealth #financialadvisors #wealthcreation #economicempowerment. #blackexcellence #personalfinance #investing #retirementplanning #wealthmanagement #financialservices #wealthbuilding #financialgoals #financialsuccess #financialwellness #diversityandinclusion #equityandinclusion #leadershipdevelopment #assetmanagement 

"Change is the law of life, and those who look only to the past or present are certain to miss the future." — John F. Kennedy ➡ Financial Advisors- When things are outside our control and change is inevitable; You have two options; you can fight and resist- or be proactive and take control of the situation. Our industry is ever-changing. Being captive, while change is occurring, can be scary. If you are concerned with changes at your firm or ready to break free, let's have a conversation. Shoot me a message or give me a call 📞 520-780-8559 #financialadvisors #financialplanners #changemakers #independentfinancialadvisor #LFG #LFN #LFA #LFS

In his annual letter to shareholders, Jamie Dimon discusses our 2023 performance, guiding principles and our service to clients and communities for 225 years in good and challenging times. Read more: https://bit.ly/3wa97Y9

We are thrilled to share with you some exciting news that serves as a testament to the exceptional leadership and unwavering dedication David has committed Adams Wealth Partners to as the Founder and CEO. David, has been named to the Barron's Top 1200 US Financial Advisors list for 2024, marking his second consecutive year of receiving this prestigious accolade. This recognition highlights his commitment to excellence in the financial advisory industry. Join us in congratulating him on this achievement, which not only honors his individual contributions but also elevates our collective success as a team. Together, we look forward to continuing to deliver the unparalleled service and expertise that you have come to expect from us – inspired by David's leadership. Join us in congratulating David! #barrons #financialadvisor #finance #awp #retirewhileyouwork Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023 and was released on 03/11/2024. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.