★ Brad Plummer - Financial Solutions Expert’s Post

Missing out on industry news and trends is like trying to solve a puzzle with missing pieces – frustrating and incomplete! Let's complete the picture together with Esssence Clark Virtual Consulting. We'll keep you plugged into the latest updates, so you can stay ahead of the curve without breaking a sweat! #EssenceClarkVirtualConsulting #StayInformed #IndustryIQ

🪨 Ready to Move Past the Same Old Business Challenges? 🪨 If you’re tackling the same issues month after month, it might be time to step back and work on your business, not just in it. It’s easy to let those big rocks—the persistent problems and goals—pile up, waiting for the elusive “someday” when things slow down. But as any business owner knows, that day rarely comes. This December, join us for our Blueprint for Growth Workshop. In just one hour a day for four days, you’ll not only create a roadmap for growth but develop the specific micro-metrics you need to tackle those rocks with intention. This isn’t just a high-level concept; it’s a fully embodied, hands-on process that will equip you to make real, measurable progress. Over 100 businesses have used this framework to streamline operations and refocus their growth strategies. Now, it’s your turn. 📅 Reserve your spot now and start breaking those rocks! (Link in bio) #BlueprintForGrowth #BusinessGrowth #GroundedWithData #StrategyWorkshop #TackleTheRocks

When it comes to #MSLinsights Context is King! 👑 An insight without context is just a piece of information. When you add the why behind it, it becomes a powerful tool for strategic decisions. ✨ Pro Tip: Always Include Context in Your Insights When recording insights, always ask yourself: ➡️Why is this information important? ➡️How does it relate to our strategic goals? ➡️What action should be taken based on this insight? By providing context, you ensure that your insights help guide decision-making and are valuable to your organization. How do you ensure your insights are valuable to your company? Share in the comments! 🔗 Learn more about turning raw data into impactful insights. Watch the full webinar (link is in the comments).

Introducing Vista's "Insights for Edge" - our monthly newsletter that features conversations with industry leaders. Be sure to subscribe for a glimpse into what the Vista ecosystem can offer and delve into interviews with subject matter experts across business, finance and tech. https://bit.ly/3ABapgJ Follow us on LinkedIn for a first look and to stay informed on the latest from Vista. #InsightsforEdge

We’re still amped up from this morning’s #GartnerSYM session with Paul Egenolf and Erik Hall from our Value Management team. They led an insightful conversation on the value of a simplified IT stack and provided a practical framework of best practices. CIO’s everywhere are celebrating! 🥳👏 If you attended this morning’s session, tell us in the comments what insights you’re taking home👇 #TeamWDAY

We’re still amped up from this morning’s #GartnerSYM session with Paul Egenolf and Erik Hall from our Value Management team. They led an insightful conversation on the value of a simplified IT stack and provided a practical framework of best practices. CIO’s everywhere are celebrating! 🥳👏 If you attended this morning’s session, tell us in the comments what insights you’re taking home👇 #TeamWDAY

"Enjoying an insightful webinar filled with fresh perspectives and actionable ideas. -always inspired by the power of shared knowledge!"

Last week, I had the opportunity to attend a conference with my Team at StackStone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC presented by Dynamic Directions! ::: Culture ::: Building a strong culture is not a one-time effort. It is a continuous and intentional process. We chatted about why culture encourages employee engagement and drives motivation. It was really neat to see how different firms are prioritizing this aspect. ::: Technology ::: We discussed the challenges of territorialism and how it is done “this way.” Territorialism happens when people or teams guard their responsibilities too closely. It is always fun to see how quickly technology changes and the way it can help or hinder everyday life. ::: Branding ::: A topic that spoke to my soul was about branding. We covered three types of brands: Personal, Professional, and Team. Your voice matters and it is helpful for the community as well as clients, friends, or family to connect with you on social media. Whether it is photos from your latest DIY home project or a trip to the local sights—people LOVE to see behind the scenes. Small touches make meaningful connections. ::: Panel Discussions ::: Listening to different people in a panel layout was both affirming and empowering. These conferences fill my cup and remind me why I love what I do. #WealthManagement #FinancialPlanning #Marketing #Branding #CompanyCulture #Technology #ContinuousLearning #ProfessionalDevelopment #GreenBay

What skills do modern CIOs need as they become even more integral to an organization’s success? John Kelly answers this increasingly important question in @Business Plus Magazine: https://lnkd.in/gbgKaPwA