BT Academy’s Post

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

The Ultimate Career Leap is back! Join me Thursday, April 18th for a conversation around launching a business and managing money with Money Management Specialist Victor Vonico Johnson. BeTheVictor Consulting will be live here, on Facebook and IG. Stay tuned! #ultimatecareerleap #businesscoaching #businessstrategy #moneymanagement

Meet Our New Fellows: Ray'Chel W., Founder of ForOurLastNames. ForOurLastNames empowers early career professionals to transform financial stress into financial action through customized pathways, relatable education, and secure financial partnerships. Learn more about all 21 founders in the Future Founders Fellowship Cohort 10 here: bit.ly/fellowshipcohort10

In an industry that badly needs to boost its number of early-career financial advisors, we're here to honor those who have not only come aboard, but are making big differences already. Nominate a friend, or yourself, for our 2024 Rising Stars award. We'll honor winners this fall at ADVISE AI. Hope to see you there! #wealthmanagement #financialadvisors #risingstars

Check out this week's perspective by Jonathan Steele, CFA®!

I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

New week, fresh opportunities At The Grayer Firm, we believe every Monday is a chance to reset and refocus on your goals. Whether you're working to improve your credit, grow your business, or secure a brighter financial future, we're here to help you make it happen. Start the week strong—let's turn your aspirations into achievements. 🌟 💡 Your future begins today. Are you ready? #MotivationMonday #BusinessGrowth #CreditRepair #FinancialFreedom #TheGrayerFirm"

I am grateful to have been featured on 1847Financial's Summer Summit Producer Panel, where we discussed the misconceptions surrounding 'How to do Business as a Registered Rep.' It was an enlightening conversation that clarified some common challenges in our industry. It was exciting to share insights and learn from other experts! #JArthurFinancial #RegisteredRep #FinancialPlanning #1847FinancialNashville #WealthManagement #FinancialStrategies

Certainly! Conscious capitalism combines profit-making with a focus on a higher purpose, stakeholder orientation, conscious leadership, and a conscious culture. It isn’t limited to specific industries or company sizes. It’s about integrating ethical considerations into business practices while achieving financial success so profit and purpose can coexist harmoniously.