Florida Association of Government Guaranteed Lenders’ Post

"I was just going to hide in the corner and do my own thing." Starting in a temporary role, Linda Hyde's initiative and leadership transformed the American Association of Private Lenders. Over a decade, she grew membership from 100 to nearly 800 and launched numerous member benefits and educational resources. Her story is a testament to the power of vision and hard work in shaping an industry. Read all about her incredible journey in the latest edition of the Originate Report: https://bit.ly/4b6uSGs #WomenInPrivateLending #realestateinvesting #PrivateLending

The first edition of our new CUMIS Credit Union Impact report is here! Our 2023 report showcases how our deep bond with co-operative credit unions goes beyond partnerships and is founded on mutual co-operative principles and long-term, value-based connections. Within the Credit Union Impact Report, we highlight: - Industry challenges within the credit union space - How we partner, collaborate, and co-create with our credit union partners, and - Our deep commitment to bringing value to the credit union network We are pleased to highlight our commitment to our #creditunion partners, their leaders, and members. Together, we are redefining what is possible. https://lnkd.in/gg6gv_BK

🌟 Celebrating transformational leadership in the credit union movement and Herb Wegner Award Winner: Teri Robinson. 🌟 Teri’s journey with Ironworkers USA FCU is nothing short of remarkable. From facing a critical financial situation in 2010 to growing the credit union tenfold in less than 15 years, Teri’s leadership has reshaped how credit unions serve blue-collar workers, particularly ironworkers, across the country. Her unique approach? Listening to members, understanding their specific financial challenges, and providing financial education that goes beyond traditional banking. Teri turned her credit union into a lifeline for members—helping them break free from payday lenders and build secure financial futures. 💪📈 In 2018, she expanded Ironworkers USA FCU’s reach to a national level, transforming the credit union into a key player in the financial lives of ironworkers nationwide. Today, the credit union serves thousands, with members across the country who trust Teri and her team to help them through life's financial ups and downs. 🌍💼 Teri’s passion and commitment are what make her such a true leader in the credit union industry. She's a mentor, advocate, and change-maker who continually elevates those around her, ensuring members get the support they need to thrive. 🌟 Please join us in congratulating Teri on this well-deserved recognition and celebrating her incredible impact on the credit union movement! 🎉👏 #CULeaders #HerbWegnerAward #CreditUnionMovement #FinancialWellBeing #TransformationalLeadership #IronworkersUSAFCU #MemberFocused #FinancialEducation #Leadership #Inspiration Read more here: https://bit.ly/3O6zeo5

First edition of our new Credit Union Impact report! 

We are thrilled to congratulate Tom Brady on his New England Patriots Hall of Fame induction last night! The sustained excellence of Tom and the Patriots inspired our President and CEO Shirl Penney over 15 years ago to name our firm Dynasty Financial Partners. Winning consistently over time and being built to last were aspirational characteristics that continue to guide us today as we help our Network Partners build better businesses that are also built to last and win! Thank you, Tom, for the memories and the ongoing inspiration. We know the best is yet to come! Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #partnership

Thank you to those who have reached out to me already about tomorrow! There are still 11 seats left! Remember: 🚫No sales pitch 🚫No commitment needed on your part ✅Chance for you to start 2025 the right way Comment below or DM me to reserve your spot to hear from two big leaders in the finance industry! #financialliteracy #FinancialAdvice #MoneyTips #WealthBuilding #PersonalFinance #FinancialFreedom #InvestSmart #MoneyMentor #FinancialPlanning

Please watch the next video in our educational series. This video features Jeff Harvey, CEPA, CPFA, CPWA® interviewing Joseph Roberts, Rockefeller’s Head of Institutional Wealth, discussing the reasons behind the exponential growth of Rockefeller over the last five years.  #Rockefeller #GlobalFamilyOffice #PrivateWealth #Growth

🚀 CEOs & Board Members of Credit Unions: Is your strategic planning propelling you forward or just keeping you afloat? At Pace Setting Strategies, we go beyond conventional planning. We redefine it. Our bespoke approach aligns your vision, mission, and objectives with actionable insights, setting a new pace for success in the financial sector. Discover how we can transform your strategic planning to make your Credit Union survive and thrive. Dive deeper into our innovative strategy. Click to learn more! #StrategicPlanning #CreditUnionLeadership #FinancialInnovation

My favorite excerpt from Warren Buffett’s Annual Letter….. He’s talking about Bertie, his sister, who he notes is a source of wisdom for him and sounding board for business principles….. “Bertie, like most of you, understands many accounting terms, but she is not ready for a CPA exam. She follows business news – reading four newspapers daily – but doesn’t consider herself an economic expert. She is sensible – very sensible – instinctively knowing that pundits should always be ignored. After all, if she could reliably predict tomorrow’s winners, would she freely share her valuable insights and thereby increase competitive buying? That would be like finding gold and then handing a map to the neighbors showing its location.” Those that have survived multiple decades in the world of business understand it’s cyclality. Ups and Downs. The market will revert to the means. Things change, but wisdom and common sense will normally win more in the end. We will all do ourselves a favor to read the wisdom and seek the mentorship of those who have seen it all. #investing #wealthadvisors #wealthmanagement #financialplanning

Thank you to the RBC Wealth Management team for inviting Portage Founder, Jim Friesen to their succession planning panel a couple weeks back! We always find so much value in sharing what we've learned about business ownership and love to see so many local entrepreneurs interested in learning about exit planning and how to leave a legacy. The future is bright! ☀️ #SuccessionPlanning #SellingYourBusiness #ExitPlan #ExitStrategy #RiskManagement #BusinessTransition