Megan Jorgenson, CLTC
Champlin, Minnesota, United States
7K followers
500 connections
Champlin, Minnesota, United States
7K followers
500 connections
About
At First Bank & Trust, my role as Chief Wealth Management Officer centers on steering…
Contributions
-
Here's how you can connect and forge relationships with professionals in leadership positions.
You must be you. Be authentic and real! People know when you are being fake. Make people feel special…. Wish them a happy birthday, send congrats when they do something special. Listen and make eye contact!
Activity
-
I have been saying for years that current retirement plans need a refresh! https://lnkd.in/gNnQbgiu
I have been saying for years that current retirement plans need a refresh! https://lnkd.in/gNnQbgiu
Shared by Megan Jorgenson, CLTC
-
Once upon a time, when a colleague would spin up a lie about me, gossip or paint a false narrative. I would be so angry and hurt and spring into…
Once upon a time, when a colleague would spin up a lie about me, gossip or paint a false narrative. I would be so angry and hurt and spring into…
Liked by Megan Jorgenson, CLTC
-
Love this woman owned business! https://jennifermeyer.com/
Love this woman owned business! https://jennifermeyer.com/
Shared by Megan Jorgenson, CLTC
Experience
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Education
-
THE COLLEGE OF SAINT CATHERINE
-
-
-
More activity by Megan
-
Thought of the day: If you think of all the leaders who have been assassinated, it was never because of lies they told; it was almost always because…
Thought of the day: If you think of all the leaders who have been assassinated, it was never because of lies they told; it was almost always because…
Liked by Megan Jorgenson, CLTC
-
Imposter syndrome is a silent killer. 5 tips to beat it (and change your life 🦋) — ☝️ 𝗦𝘁𝗲𝗽 𝟭: 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝘅𝗲𝗱…
Imposter syndrome is a silent killer. 5 tips to beat it (and change your life 🦋) — ☝️ 𝗦𝘁𝗲𝗽 𝟭: 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝘆𝗼𝘂𝗿 𝗳𝗶𝘅𝗲𝗱…
Liked by Megan Jorgenson, CLTC
-
It’s evident that the post-pandemic scenario has brought about significant challenges for employee wellbeing. Studies indicate a concerning trend:…
It’s evident that the post-pandemic scenario has brought about significant challenges for employee wellbeing. Studies indicate a concerning trend:…
Shared by Megan Jorgenson, CLTC
-
The American Dream now costs $4.4 million, according to Investopedia. This sum reflects the lifetime expenses for milestones like marriage, raising…
The American Dream now costs $4.4 million, according to Investopedia. This sum reflects the lifetime expenses for milestones like marriage, raising…
Shared by Megan Jorgenson, CLTC
-
There's HUGE buying volume in COMEX silver futures right now—it's bananas! A good portion of this is likely short-covering. The short squeeze is on!…
There's HUGE buying volume in COMEX silver futures right now—it's bananas! A good portion of this is likely short-covering. The short squeeze is on!…
Liked by Megan Jorgenson, CLTC
-
Yesterday marked my 7 year anniversary at Merrill. In October 2017, I started part-time, working on marketing and event planning for the team I am…
Yesterday marked my 7 year anniversary at Merrill. In October 2017, I started part-time, working on marketing and event planning for the team I am…
Liked by Megan Jorgenson, CLTC
Other similar profiles
Explore more posts
-
Melissa Rule
Do you or your RIA clients know how to sift through the noise of M&A solicitations? This is a great article to read & share to help RIA's protect their interests as M&A competition heats up. John Furey shares tangible tips for how to differentiate true advice and brokers offering flashy valuations to firms.
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More