Kenmikiiya Terry’s Post

Based on Cerulli Associates research, alternative investment managers currently source approximately 13% of their U.S. assets under management from retail channels. This figure is expected to grow to 23% in three years, translating to a trillion-dollar opportunity for firms able to capitalize on this trajectory. The streets are lined with ‘trillion-dollar’ opportunities in the wealth management space. The firms that position themselves properly over the next 10 year look to reap a bountiful harvest. *It’s also why my DMs are full of eager companies “building for advisers”.

At Equity Enhancement Partners, it’s all about you—the investment advisor. We’re committed to growing your equity and transforming your practice into a powerhouse, ready for a high-value exit. Our approach is simple: we move at your pace, strategically enhancing your firm’s value so you can sell for the maximum possible return. And here’s the promise—we don’t get paid unless we secure a five times revenue valuation at exit. With unmatched horsepower in consulting, capital, and marketing support, our mission is clear: accelerate your growth and unlock the full potential of your equity when it matters most.

At Equity Enhancement Partners, it’s all about you—the investment advisor. We’re committed to growing your equity and transforming your practice into a powerhouse, ready for a high-value exit. Our approach is simple: we move at your pace, strategically enhancing your firm’s value so you can sell for the maximum possible return. And here’s the promise—we don’t get paid unless we secure a five times revenue valuation at exit. With unmatched horsepower in consulting, capital, and marketing support, our mission is clear: accelerate your growth and unlock the full potential of your equity when it matters most.

Investment success requires an appropriate mind-set. Investing is serious business, not entertainment. If you participate in the financial markets at all, it is crucial to do so as an investor, not as a speculator, and to be certain that you understand the difference. Needless to say, investors are able to distinguish Pepsico from Picasso and understand the difference between an investment and a collectible. When your hard-earned savings and future financial security are at stake, the cost of not distinguishing is unacceptably high.

💼 Ever wonder what really goes into creating investment opportunities that deliver returns? 💡 From exclusive real estate deals to the meticulous process of preparing a project for success, there’s a lot that happens behind the scenes at MIOYM Equities. We’re not just offering opportunities—we’re delivering value, transparency, and results. 📈 Curious about what types of investments we specialize in? Or what our investors gain by partnering with us? Let’s just say it’s more than just a solid ROI. Have a look—we’re pulling back the curtain. 👀

What’s the most valuable investment you’ve made in yourself?

Flying to New Orleans with Kelli Garrett, we're rethinking investment strategies. Highlighting a Summerville project, where she turned a commercial property's $700,000 equity gain into a chance to reinvest and amplify wealth. Beyond cash on cash returns, understanding return on equity can significantly boost your portfolio's value. Let's explore how maximizing equity can lead to smarter, more profitable investments!

Want an investment tip? I use this, so I’m practicing what I preach. Buy a companies share for whatever product you repeatedly use! {Then assess the company} (I’m definitely not suggesting a name here)

I agree that strategic planning leads to success in thoroughbred investment. It's like a well-oiled machine running smoothly. It's important because every part works together perfectly. Ensure all aspects of your strategy are aligned for best results. Celebrate your achievements and keep improving the process.

  Investment Communications (Hat tip to a smart former colleague who suggested this topic). How can you tell as an allocator, investor, consultant whether an analyst, strategist, or portfolio manager is someone worth listening to? Here is a simple test: Do they treat each fact that they know about their investing subject as carrying equal weight? If so, walk away. Beyond a basic framework of facts and knowledge, unlike academia, the accumulation of additional facts without critically thinking about them is not just useless but detrimental. The ability to take these facts, analyze them and prioritize them in terms of impact on probable future investment returns is the beginning of excellence for investment analysts of any stripe. To then communicate these facts impactfully with simple language, upfront, plus crucially leaving to a very clear minor role all the other stuff you know that led you to your conclusions, makes a good analyst a truly impactful analyst.  Whatever foundational things the analyst might know that led to the conclusions can then be drawn out by the audience—if desired. The ability to do both things this is far more important than years of experience—and rarer to find. For those on the other side of the table, consciously using this as a rule of thumb while allocating your time, bandwidth (and maybe dollars!) will inevitably result in better outcomes.