Malik Murray

Employees choose wealth management firms—and decide whether to stay at them—based on the opportunities to move their careers forward. Here’s how leaders at successful firms think about creating effective career paths.

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🏈The 2024 NFL season kicks off on Thursday, September 5th!! Anyone else excited? 🎉 The defending champions Kansas City Chiefs will host the Baltimore Ravens in an AFC title rematch. Wonder if any famous singers will be there cheering? 🎤 Just as NFL teams meticulously prepare their playbooks, fans should tackle their financial game plans with equal fervor. In both football and finance, a strong offense can be the best defense against future challenges. As financial coaches, we help clients draft a winning strategy and make smart plays that are designed to lead to long-term financial success. 👇 Share your picks for who will make it to the Super Bowl. Will Kansas City do it again? #NFLKickoff #FinancialGameStrategy

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Learn how to confidently ask for a promotion with these 7 essential tips, and get ready to take the next step in your career.

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As part of the AMCI EduSeries, I'll be hosting a webinar this Thursday, April 25th @ 1pm ET about the biggest reserve mistakes of your association clients and how to fix them. If you are an AMC Institute member, join me as I discuss how to issue spot these common mistakes organizations make with their reserves, potential solutions to resolve these reserve mistakes, and strategies of how association leaders can affect change within their AMC and client organizations. https://lnkd.in/eHz_DY2q

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Plan Sponsors: Have you examined the fixed income portion of your plan’s target date solution lately? Watch to find out why this might be an important consideration as you evaluate the suitability of your plan investment selections.

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