Mission Wealth’s Post

Just a few of the faces that put our advisors first. It’s the people that make the difference. #RIA #financialadvisors #wealthmanagement

We are looking forward to our 9th Unconference later this month, and over the years, we have had many teams from companies attend the Unconference together. Teams love our Unconferences because… 💚 Sharing collective knowledge: the Unconference taps into the collective knowledge and experience of a wide range of participants from across Aotearoa. 💡 Relevant topics: your team can plan for each team member participates in a variety of topics that is relevant to your company’s current challenges and interests, maximising the learning potential across your whole team. 🌏 Diverse perspectives: your team can hear diverse views from those outside of your company with different backgrounds and experiences. 💲 Cost effectiveness: at such an affordable registration fee, bringing your team to the Unconference is the most efficient use of your professional development budget. We have a limited number of early bird tickets still remaining, so don’t delay - get your team on board today! Tickets available here: https://lnkd.in/gEKDvZMR

As we wrap up the week, one thing stands out, and I'm incredibly grateful for it today: Team. Your team is everything. Be thankful for them. Take the time to let them know. And if you work for or with someone who doesn’t do this, quit and go find someone who will. You deserve to be a part of a great team. You can go very fast alone, and slowing down to define things and get everyone aligned is hard work. But it’s the work you have to do to go far. It may feel frustrating and slow, but it’s what builds legacies. It’s what allows you to pass on generational wealth and success. For those who know me, I like to go fast, so slowing down is hard. But I’ve learned that the journey is more rewarding when you go far together. Let’s build something lasting, something meaningful. Here's to the teams that make it all possible. Meet some of our team here → https://lnkd.in/g2BzHPH4

⭐️ Cheers to 20 years ⭐️ We are excited to share that March 10 marked Red Team's 20th anniversary. We are humbled by the incredible journey of the past two decades. What began as a one-person company in March of 2004 has far exceeded our initial expectations. Like most small companies figuring out how to survive, we relied on our wits, experience, and a little bit of luck to overcome hurdles. We were also incredibly fortunate to have so many talented people join us that were driven by the same commitment to excellence, integrity, and humility. Companies don’t flourish for 20 years without the love and dedication from its staff, and we are no exception – our collective team has allowed us to not only survive but prosper during the most challenging times. Looking back on 20 years, we can confidently state that our aspirations were modest; we were just focused on helping our clients navigate federal procurement. Little did we know that we were really empowering them to make strategic decisions to achieve their long-term growth objectives. It is an honor to be entrusted by so many companies to support their growth – further, we are appreciative of how welcoming industry and government have been to our company over the years. As we look to the future, we aspire to continually help our clients expand and achieve their goals beyond where they are today. Together with them, we will continue to innovate, evolve, and redefine what it means to be a trusted partner in growth and success. Jeff Shen | Carole Stoebe | Joe Salgado | Meghan (Quinn) Ohmer | Blake Harvey | Rachel Newman | Jennifer Bias | Jeff Leitner | Tris Carpenter | Jenny Frazier | Debi McGhee

Incredible to see our #growth and journey towards being the Ultimate #Project Success Company, all while remembering that at Ferguson we have a very distinctive culture anchored in #customerservice. We are a #relationship business. Together we help build more than homes and office buildings. We help build relationships, #trust, #confidence and #community. #TogetherWeBuildBetter

Take a moment to CELEBRATE with me! This year has been an incredible journey of personal growth and professional development. What achievements have marked your own path? Share your success stories and the invaluable lessons you've learned along the way. Let’s keep pushing for our individual goals, living with purpose, and inspiring each other every step of the way. I can't wait to read about your remarkable journeys! 🚀

Success deserves celebration. Taking the time to celebrate achievements, big or small, not only acknowledges hard work but also motivates and inspires continued effort and dedication. This is especially true if you're a leader of a company or a team. Recognizing the success of hitting a corporate revenue goal: ➡ Shows your team you notice them ➡ Elevates the sales, marketing, and ops teams who made it happen ➡ Shows the employees that you're paying attention to the details of their actions, not just numbers. ➡ It reinforces the value of the journey and the effort invested. ➡ Creates an environment where achievement is valued. What are you celebrating this month? — I'm John Cole. I work with business owners, entrepreneurs, and top-sales professionals to make sure their money works way harder than they ever do. Stick around for the journey. 🔔 Follow me and ring the bell in my profile to see my posts ✅ Reach out to me

My #InsuranceStory: I went to college for Criminal Justice and Arabic. Super insurancey right?!?! WRONG! I worked in various #jobs in Probation and Parole, Corrections as well as a social worker after I graduated. They were all jobs to me. I went overseas and became a defense contractor. I was responsible for going off base and surveying battle damaged vehicles and bringing them back to base for retrograde or disposing of them. Essentially material damage adjusting or field auto appraising of multi-million dollar vehicles. I was getting ready to come home and end my second contract and I put an application at Erie Insurance Group. Why? Advice from my Father: "If you're going to come back to your hometown, you might as well work at the best company in your hometown while you figure out what you want to do next." Little did I know what would come next is 11 great years with the organization, countless friendships and partnerships. Insurance was meant to be a stepping stone to something else. It was a stepping stone into a great company and life. Have you ever considered #insurance? Sick of just surviving in a job? Click below to see where you could thrive with an #insurancecareer. We are #hiring! Come join an amazing place to work! Check out Erie's career roles here: https://lnkd.in/gqf7uizR Looking for stability? Work for a company that's never had a layoff. Nope. Not one in our 99 years in business. What's your insurance story? #HappyBirthday #ERIEemployee

https://lnkd.in/geVgq5pi #InsuranceStory: I went to school for Business Administration having no clue what career I wanted to pursue. One day while in the library at SUNY Oswego (which didn't happen very often! lol), I decided to look at a book that outlined different careers you could pursue with a 4-year Business Administration Degree. I came across "Insurance Underwriter" which sounded interesting. It was at that moment I decided I wanted to try and get a "leg up" by gaining some insurance experience through an internship. Not knowing the difference between an insurance carrier or agency, I decided to open the phonebook yellow pages (an actual printed book that listed all businesses by category from A-Z, lol) and solicit each insurance business asking if they'd be willing to hire a college intern for the summer. Low and behold, I received a call back from a local prominent independent agency who was willing to bring me in. I spent the summer processing personal lines policies and backing up our claims department by taking claims calls. I continued to work at the agency throughout my senior year of college and during my spring semester, I attended thirteen 8-hour Saturdays of insurance licensing classes. By the time I graduated college, I was a licensed Property Casualty Insurance Broker. I was hired by this agency as a personal-lines insurance broker after graduation, and that is how I began my insurance career! That was 30 years ago and since that time I have held various insurance roles on both the agency and carrier side of the insurance business. I have worked in personal, commercial, life, financial services and surety lines of business. Almost two years ago, I had the opportunity to join Erie Insurance Group as a Senior District Sales Manager in Central New York. I quickly learned what an amazing culture Erie exhibits and I'm SO PROUD to work for such a tremendous organization and the amazing agents that represent us!! Have you ever considered #insurance? Sick of just surviving in a job? Click below to see where you could thrive with an #insurancecareer. We are #hiring! Come join an amazing place to work! Check out Erie's career roles here: https://lnkd.in/gqf7uizR Looking for stability? Work for a company that's never had a layoff. Nope. Not one in our 99 years in business. What's your insurance story? #HappyBirthday #ERIEemployee

I know 70.3 is a light snack for some of you ultra-crazies out there. This is my kit for the ride this weekend. I’m a week early for Memorial Day. But the day itself isn’t something I celebrate. Some treat it like the official summer kickoff…or 4th of July Jr. I do it differently. I remember every day. It’s not just the heroes I rode with. I remember the sounds of their families crying uncontrollably during memorial services. And while taps played. 🫡🇺🇸🪖🥾❤️ I don’t know if the life I’m living is worthy of the sacrifices they made. But I can tell you after working from one professional crisis to the next…for multiple corporate masters… Nothing compares to what they gave. <<< Not even close >>> Similarly, nothing compares to the sense of grief or burden. It’s not that I lack empathy. Quite the opposite. I recognize the brewing inner storms of others, and the pitfalls of tactical reactions versus empirically informed strategy. Stacking the challenges means that within the crisis of today and tomorrow, I draw upon the lessons from the wins and losses. …especially the losses, and who was there. All to say, if we’re coworkers, whatever challenge we face isn’t the first crisis, nor will it be the last. No matter how unprecedented. And even through the difficult emotions, it’s important to stay grounded in truth. ➕the Facts that underpin that truth. ➕the history of the individuals and teams that lived it < If you wish to tell stories, remember the focus on the truth > Celebrate the positive. Learn from the negative. And as always, ❤️ Be Kind ()*/+-()*/+-()*/+-()*/+-()*/+-()*/+-()*/+-()*/+- Hi, I’m Mike. I’m a practitioner of kindness through open, honest communication. I write daily about leadership, soft skills, sustainability, mental fitness, and my story. I am an energy professional, engineer, Veteran, dad, husband, and aspiring dog whisperer. I remember and honor them.