Let’s go BIG in Boston! Future Branches Boston 2024 will be here before you know it — and we can’t wait. Stop by booth 206 and let’s talk about a proven strategy to drive significant core deposits at half the cost. Seriously…half. The numbers don’t lie. Now, that’s a BIG deal. #FutureBranches #CommunityBanks #CreditUnions
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Week 49: Every Little Step I Take I saw a great quote on LinkedIn Daily Rundown (US) this morning, "Remember that progress is often synonymous with a collection of the small steps - which often occur with little fanfare." This is precisely how I feel about Nassau Financial Group and our #annuity business. We've been #growing #sales over 30% per year due to dozens of intentional, concrete actions we've taken the past 5-6 years, and it truly is the collective impact of those actions that's contributing to 2023 #results. Kudos to our #team for developing meaningful, two-way #relationships with our #partners, delivering consistently #competitive products and #consumer value, making our sales process simple and easy, enhancing and expanding our #marketing collateral, and delivering #bestinclass #service while quintupling sales. I look forward to 2024 and continuing to pursue #excellence #stepbystep...couldn't resist a hometown NKOTB reference.
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Join us for a thought-provoking discussion on Banking & Capital Markets at PREA's Spring Conference in Nashville! We'll delve into how market dynamics and regulations are shaping real estate financing and availability. Our expert panel, featuring D. Michael Van Konynenburg from Eastdil Secured, Adam Gallistel from GIC, Michelle Herrick from J.P. Morgan, and Lotfi Karoui from Goldman Sachs, will assess the current environment and provide valuable insights. Don't miss out on this opportunity to gain a deeper understanding of the factors impacting real estate financing. See you there! #PREASpringConference #BankingAndCapitalMarkets #RealEstateFinance #MarketDynamics
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Bancroft Capital is proud to attend and participate in the National Federation of Municipal Analysts 2024 Annual Conference in Philadelphia! During the conference today, Bancroft Capital Managing Director of Municipals Michael Ivcic will moderate “Underneath the Headlines: The Relationship between Munis & the Media”. This panel will focus on the relationship between municipal bonds and the media, and how they impact one another. For more information about today’s conference, please visit www.nfma.org. #BancroftCapital #NFMA
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Invest with Gibby’s Capital: https://lnkd.in/dFBPm4qx Stop trading time for money and start building wealth that works while you sleep. Gibby's Capital: Your path to financial independence. 💼 #passiveincome #investsmart #gibbyscapital
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It's almost time for Andy Fogle to take the stage at Michigan Credit Union League & Affiliates's Executive Summit! Join Andy and Amanda L. Swanson, IMC M.S., Senior Director, Cornerstone Advisors, for a panel discussion on Navigating What Lies Ahead. We will discuss the common areas top credit unions are struggling with, what is happening in the industry and how will/can it affect credit unions, and what we see coming in the future in the industry that credit unions might not be aware of. #fintech #creditunions #memberexperience #digitalinnovation #digitalexperience
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I will be speaking at the Community Bankers Association of Oklahoma's - Horizon Bankers Annual Conference this June! As I prepare for my presentation, I want to hear from you. What hot topics affecting your institution from a regulatory perspective would you like me to cover? Share your thoughts in the comments below! #communitybanking
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Head of Truist Wealth | Executive Management Leader | Board Member - Truist Investment Services, LLC
As we begin 2024, it’s critical to anticipate significant pivotal moments in business. This could be an expansion opportunity, selling a company, a shift in capital structure, bringing in new investors, or an acquisition. Laying the groundwork early with the right team and establishing a framework helps you plan, execute, transition, and preserve the things you’ve worked so hard to build. In our latest Truist Purple Paper—“Navigating Pivotal Moments”— leaders from across Truist Wealth, Truist Securities, and Truist Commercial, Corporate & Institutional share case studies, learnings, and advice of how to successfully transition a business. Special thanks to David Herritt, Lee McCrary, Kelvin Stroupe, Scott Cathcart, George Calfo, Caitlin Kennedy and Roger Wilson for sharing your deep insights in this paper, and to our advisors who are helping business owners map out their 2024 financial plans. https://bit.ly/3Hl88Gq #TruistWealth #TeamTruist #FinancialPlanning
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Mark your calendars! 🗓️ In just 20 days, we’ll be hosting a celebratory gathering to honor the Founding Bankers & Leading Businesses at BankersKlub. We’re incredibly grateful for their vision, partnership, and unwavering support in building a stronger financial landscape for businesses like yours. Don’t miss out on the celebration! Visit https://lnkd.in/gd3AZfg7 and submit your details. #BankersKlub #celebratingsuccess #financialadvisory #corporatefinance #msmeadvisory #financialadvisors #businessfinance #milestonecelebration #financialrevolution #bankers #expertadvisors
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