Summit Financial’s Post

I'm excited to share my recognition as a Forbes 2024 Best-In-State Wealth Advisor. It's an honor to be named amount this distinguished list of financial advisors. Thanks to everyone who helped make it possible. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) . The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Today, just days after celebrating our Real Leaders Impact Award, I am proud to share our Q4 Impact Report — which sheds light on exactly what impact means to us, our partners, and the customers they serve. Please take note of this critical metric: Last quarter, we delivered 36% more financial health referrals than in the previous quarter. Why? People are looking for ways to save and they want that help and direction to come from their financial institutions and employers. And those that partner with us know it works. Financial health should not be merely be a buzzword or a branding strategy. With intention, it can help people pay their bills, put food on the table, and keep the lights on — and help your company. Guiding people and helping them to achieve better financial health can be a winning strategy for financial institutions, employers, nonprofits, and more that want to meet their customers’ financial health needs while strengthening their business. We are privileged to work with top organizations that prioritize their customers’ financial health — because it’s a win-win for all. Please explore our Q4 impact via the link below. #impact #finhealth #financialservices #finanicalwellness #fintech #bankingindustry #techforgood

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.

U.S. Securities and Exchange Commission Commissioner Mark Uyeda, Trian Fund Management, L.P.'s CEO Nelson Peltz and ValueAct Capital Co-CEO & CIO Mason Morfit confirmed for Spring Conference. The Council of Institutional Investors (CII) spring conference, "Governance as a Guidepost," begins in just three weeks. With more than 500 registered attendees, the conference is shaping up to be our largest post-Covid event and the agenda covers all the hottest topics for #investment and #governance professionals. Session topics will range from the #proxy fight at Disney to the changing landscape for climate finance to AI in investment #stewardship to diversity, equity and inclusion initiatives in Corporate America. And, member-hosted sessions on Tuesday, March 5 take a deep dive into a plethora of topics ranging from highlighting director accountability in proxy voting to private equity in healthcare, to the high cost of poor #humancapitalmanagement, and much more. Registration closes February 28. While CII events are closed to the public, prospective new members may be eligible to attend the conference. Visit https://lnkd.in/eCtWwctZ for agenda and registration information.

𝐓𝐡𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐅𝐨𝐫𝐦𝐮𝐥𝐚 𝐟𝐨𝐫 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐑𝐞𝐭𝐚𝐢𝐧𝐢𝐧𝐠 𝐇𝐢𝐠𝐡 𝐍𝐞𝐭 𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 Join our exclusive webinar and discover the wealth management approach to success that sets top advisors apart. Plus, receive our latest "Play to Win" report as a bonus for attending! The webinar is on December 14, 2023 at 4:00 p.m. ET. Take advantage of this transformational experience that will redefine your approach to financial advisory and elevate your practice to new heights. Key Learning Points: ✅ Discover the changing definitions of success across different generations of high-net-worth individuals and how you can adapt your advisory services to meet these evolving needs. ✅ Learn the importance of understanding your high-net-worth clients' unique goals and dreams and how this understanding can drive significant organic growth for your practice. ✅ Uncover the key to building solid relationships with your high-net-worth clients by gaining a comprehensive understanding of their aspirations, both financial and non-financial. Register now and get a jump on 2024 https://lnkd.in/gW5zD7h2 #highnetworth #wealthmanagerment #financialadvisors #cegworldwide

𝐒𝐮𝐜𝐜𝐞𝐞𝐝 𝐨𝐧 𝐏𝐮𝐫𝐩𝐨𝐬𝐞: 𝐇𝐨𝐰 𝐭𝐨 𝐁𝐞𝐜𝐨𝐦𝐞 𝐭𝐡𝐞 𝐄𝐥𝐢𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐘𝐨𝐮 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐁𝐞 No matter where you’re at in your practice right now, we believe you can race up the hierarchy of advisor success and live the life you’ve always dreamed of. We want to show you a better way. A way that will not only massively increase your net income, but will also richly enhance your quality of life and sense of purpose. The key is to serve fewer, but wealthier clients, extremely well. And you can do this with even less effort than you ever thought possible. Here is a glimpse of what you’ll uncover in this short but info-packed session: ✅ What today’s top financial advisors are doing that net them $1M a year—and how you can copy them (with less effort than you’re putting in now) ✅ Break down the specific behaviors of elite advisors that result in the biggest, most substantial business outcomes and achievements ✅ The chance to assess yourself in relation to the nine accelerators, which will reveal where you are currently excelling and where you may be falling behind When: Thursday, February 15, 2024 at 4 PM Eastern/1 PM Pacific Register now https://lnkd.in/dScHHvDn #succeedonpurpose #weatlthmanagement #financialadvisor #financialadvisormarketing #elitewealthmanagement

𝐖𝐞 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐬𝐡𝐨𝐰 𝐲𝐨𝐮 𝐚 𝐛𝐞𝐭𝐭𝐞𝐫 𝐰𝐚𝐲. A way that will not only massively increase your net income, but will also richly enhance your quality of life and sense of purpose. The key is to serve fewer, but wealthier clients, extremely well. And you can do this with even less effort than you ever thought possible. But how? That’s exactly what we want to show you. Our webinar will reveal the nine success accelerators elite wealth managers employ daily, and give you clarity on why these behaviors lead to amazing lives of significance and tremendous wealth. Here is a glimpse of what you’ll uncover in this short but info-packed session: ✅ What today’s top financial advisors are doing that net them $1M a year—and how you can copy them (with less effort than you’re putting in now) ✅ Break down the specific behaviors of elite advisors that result in the biggest, most substantial business outcomes and achievements ✅ The chance to assess yourself in relation to the nine accelerators, which will reveal where you are currently excelling and where you may be falling behind Thursday, May 9, 2024 Time: 4:00 PM (GMT-04:00) Eastern Time - New York Register now https://lnkd.in/gYyVFh2A #financialadvisors #wealthmanagers #elitewealthmanagers #cegworldwide

Here's an article I've written for the Financial Technologist magazine. What role do consultancies play in the massive failure rate of digital transformations? I'd love to hear your thoughts.

STARTING RIGHT NOW... 𝐒𝐮𝐜𝐜𝐞𝐞𝐝 𝐨𝐧 𝐏𝐮𝐫𝐩𝐨𝐬𝐞: 𝐇𝐨𝐰 𝐭𝐨 𝐁𝐞𝐜𝐨𝐦𝐞 𝐭𝐡𝐞 𝐄𝐥𝐢𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐘𝐨𝐮 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐁𝐞 No matter where you’re at in your practice right now, we believe you can race up the hierarchy of advisor success and live the life you’ve always dreamed of. We want to show you a better way. A way that will not only massively increase your net income, but will also richly enhance your quality of life and sense of purpose. The key is to serve fewer, but wealthier clients, extremely well. And you can do this with even less effort than you ever thought possible. Here is a glimpse of what you’ll uncover in this short but info-packed session: ✅ What today’s top financial advisors are doing that net them $1M a year—and how you can copy them (with less effort than you’re putting in now) ✅ Break down the specific behaviors of elite advisors that result in the biggest, most substantial business outcomes and achievements ✅ The chance to assess yourself in relation to the nine accelerators, which will reveal where you are currently excelling and where you may be falling behind When: Thursday, February 15, 2024 at 4 PM Eastern/1 PM Pacific Register now https://lnkd.in/dScHHvDn #succeedonpurpose #weatlthmanagement #financialadvisor #financialadvisormarketing #elitewealthmanagement