Being a part of Pisces Wealth Team has been such a fun experience and to see the team make the list for a 2nd year in a row is amazing! Way to go James, Greg, and the rest of the team.
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2024 Forbes America's Top Wealth Management Teams Best-in-State
The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://lnkd.in/gEimwwwh for more info.
For my colleagues attending the PNCWA conference in Boise, Idaho, come see our presentation suite! On Wednesday at 8:30 am, I'll present advances in PFAS water treatment that are beginning to see promise for a total PFAS solution with co-authors Charles Schaefer, Zoom Nguyen, Peter Murphy, and Christopher Higgins. Our latest research highlights a comprehensive treatment train at the pilot scale, featuring membrane filtration to remove PFAS, surface active foam fractionation (SAFF™) to concentrate PFAS from the membrane reject stream, and innovative destructive technologies like plasma, electrochemical oxidation (ECO), and HALT™ for the complete breakdown of PFAS. These advancements aim to reduce the environmental impact of PFAS and our research is showing promise for viable destructive solutions with potential for large-scale water treatment applications.
#PFAS, #watertreatment, #nanofiltration, #membranefiltration, #SAFF™, #destructivetechnologies, #completesolutions
The Big Game is upon us this weekend, and the anticipation is electric! Just like the final two teams, our squad at Berkley Mid-Atlantic embodies the spirit of champions. Their journey to the finale mirrors the values we cherish: collaboration, mastery, dedication, resilience, confidence, and drive.
Here at Berkley Mid-Atlantic, we've crafted a winning team that reflects the very essence of the game:
Our offense is formed by seasoned underwriters - the silent strategists who, through active listening and swift, informed decisions, break through barriers to deliver innovative account solutions.
On defense, our trained claim representatives ensure a seamless play, safeguarding our customers, intercepting potential losses, and tackling challenges head-on to support recovery and resilience.
Our playbook? Delivering What Matters™. It’s not just a motto; it's a commitment to excellence and a tribute to the trust placed in us by our customers.
As we watch the final showdown this weekend, let’s celebrate the hard work and tenacity it takes to reach the pinnacle of success - on and off the field. Berkley Mid-Atlantic is here to score big for you, every single day.
#berkleymidatlantic#deliveringwhatmatters#teamwork#resilience#innovation
I help HR & Business Leaders pursue Peak Organizational Performance through Data-Driven Employee Benefits programs, Insurance, Risk Management, and Consulting.
🌟 Empowering Change: My Journey to Gallagher and the Healthcare Revolution
🚀 TLDR: Reach out to me to see how we can use data to facilitate better employee health and well-being, while saving you $$$$!
Embarking on a career with Gallagher isn't just a professional choice; it's the realization of a deeply personal mission forged through my experiences in human capital management, healthcare advocacy, and the transformative power of data and analytics.
The catalyst for my commitment to healthcare transformation traces back to a pivotal moment – my brother's diagnosis with Leukemia at the age of 6. Witnessing the intricate workings of the American healthcare system, I have been both fascinated and horrified. The prevailing focus on treatment rather than personalized prevention, which can and will be reversed, became the spark that ignited my determination to be a catalyst for change.
Choosing the path of an employee benefits broker was deliberate – an acknowledgment that without health, productivity falters, and the healthcare industry is ripe for a transformative overhaul. The convergence of sensible laws and comprehensive datasets presents an unprecedented opportunity for change, yet many remain unaware or hesitant to embrace new data-driven approaches. The healthcare industry is one of the most unaccountable industries in America, but transparency holds the power to transform it.
Enter Gallagher – an unparalleled force in service, resources, and expertise, poised to tackle health and risk management comprehensively. Joining forces with Gallagher means aligning with a partner that empowers employers to holistically enhance the well-being of their organizations and bottom line. We put the data and power back in your hands, so you can take the steps to create benefit programs that make you shine as a destination employer.
Economically speaking, the only path to reshaping healthcare lies in altering our demands, and the collective voice of employer benefits programs and contracts serves as that demand. Armed with data, we can challenge and redefine contracts at the consumer level, directly influencing the shift in healthcare delivery models.
If you're tired of being taken advantage of during healthcare renewals, let's take action together. Reach out to me, and let's spearhead the change necessary to secure the rates and plans you and your workforce truly deserve. It's time to reshape the narrative and usher in a new era of healthcare advocacy. 💪🌐 #HealthcareRevolution#DataDrivenApproaches#Gallagherbetterworks#Employeebenfits#transparency
Welcome to the Gallagher New England team, Nate Walker! That vest looks good on you. Nate's energy and enthusiasm is evident, and we're pumped up to see him #ramp. #lifeatgallagher#LFGNE
https://www.tiktok.com/@maticinsurance/video/7381865084009680158