Morgan Latif | B Corp™’s Post

As October wraps up, it’s amazing to look back on how far we’ve come since January. The year began with big goals and a few unknowns, and here we are—stronger, wiser, and more resilient. We’ve tackled challenges, celebrated small wins, and kept moving forward. Now, as we enter the final stretch, let’s keep pushing to end the year on a high note! #YearInReview #Progress #Resilience #FinishStrong #KeepPushing

📣 THANK YOU FOR 100 5 STAR REVIEWS! Well, it's actually 101 now! We're so grateful to you for taking the time to share your experiences. Your kind words remind us why we do what we do. All of us are sending much gratitude this Thanksgiving season. 🦃 #thedavidfranklawgroup #realestatelawyer #chicagorealestate #realestatechicago #realestatelawyers #realestatelaw #realestatelaws #realestatelawfirm #chicagorealestatemarket #realestate2025 #estateplanning101 #EstatePlanning #estateplan #estateplanninglawyer #EstatePlanningAttorney #estateplanninglawyers #estateplanninglaw #realestate

🎂 Happy 6th birthday to assemble! 🎂 Six years ago on the Tuesday after Labor Day, I set up a bank account so I could take my first client. Here's what I'd tell baby Alix 6 years ago: 🤝 Your relationships are not the pipeline: Relationships are important for a million reasons but lots of people who support you does not mean it will convert to business after the newness of launching wears off. Get smart about a real pipeline now. 👓 Find your weak spots: My own lack of confidence in math, finance, and tax has held me and my business back. Look at what you aren't good at square in the face and figure it out or hire people to figure it out. Don't procrastinate because it's hard. 🔮 It all matters: It's easy to decide some things don't matter. It's harder to decide how MUCH something matters. Every email, every slide, every conversation matters; you must decide how to right size your effort to its relative importance. Sidenote, sometimes the seemingly small stuff matters more than the big stuff. Today starts the clock on the next 6 year plan (6 is my lucky number) which features supporting other small business with smart contracting, building products that deliver patient insights to clients in hours not weeks, and investing in the people around me like early clients, friends, and contractors invested in me. And, more vacation. 🌴

As we head into the holiday season, here’s a reminder: celebrate the small wins. This year, we didn’t hit the revenue targets we set, but guess what? The foundation is rock solid. Our team is dialed in, systems are smooth, and processes are ready to scale. That’s not just a small win—that’s a massive step forward. Because while revenue fluctuates, resilience and readiness don’t. So here’s to recognizing every milestone, every step that brings us closer. Scaling might be around the corner, but right now, it’s about celebrating the journey. Cheers to the wins that aren’t on the P&L!

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.

At R+M, we’re on a journey to better business. As we wrap up B Corp month, we’re sharing exactly how we’re moving, changing, and growing our impact. Check out this video from President and Helmsman Greg Norton on how R+M lives the B Corp Values. #bcorpmonth #agentsofgoodness #raleighcreatives

Halloween may be over, but the holiday season is just getting started. November is all about gratitude, and I’m so appreciative of the support I’ve received throughout my journey of owning my own business. Thankful for every client, colleague, and friend who’s been a part of it all. What are you feeling grateful for as we head into the holidays? Share below! #NovemberGratitude #ThankfulHeart #BusinessJourney #CostingChaosController #ManufacturingFinance

From what started out as a first-job-in-finance, to recently being named as our Head of Finance, Ammy Sadik's seven year journey at Valiant has been one we're incredibly proud of! Here's to many more! 🎉 #fintech #grad #thriveinthepride #financecareers #finance

Let me be honest with you 2024 was a defining year for me and my executives It was the year alot changed and tough decisions were made Some of the executives I worked with achieved so much in a span of months At every accomplishment, I was so happy to be behind the scenes It was thrilling! Seeing my executives win was a win for me as well ■We landed multiple contracts with government and private organizations this year ■We stepped out of our comfort zone and bidded for grants ■We landed more clients and increased our client base by over 50%. ■We grew our communities by over 40% with a 90% increase in engagement, community members commitment and loyalty. ■We experienced growth in followers and engagement on all social media accounts managed including Instagram and LinkedIn. ■We received inquires and landed new clients on LinkedIn due to increased content generation, strategy and engagement ■Income and profit increased by over 50% and we found a way to reduce overhead expenses ■We wrote so many proposals that got accepted and 2025 looks great with contracts and partnerships already in the works ■We secured strategic partnerships ■Trained 4 cohorts of students for a course this year ■Increased rest,and vacation time to refocus and recharge (because I was there to handle everything) ■Received awards and attended conferences as speakers fully prepared and recognised. ■Launched new brands and secured the right board of trustees and investors These and many more I cannot mention are the achievements of my executives this year So much work behind the scenes So many times of tension and pressure with deadlines missed So many times of altercations, back and forth and 'give up' moments But alas we made it! I'm still expecting a last minute miracle. Just one thing left for me to wrap up the year I don't know if it's just me but I'm holding on strongly And to all executives I worked with this year, I say thank you Thank you for trusting this girl with your dreams I love dreaming and co-creating with you While I may not still be with you in the coming year, I'm grateful for our relationship. Thank you and thank you! P.S: Tag one person you are grateful for this year.

It’s an exciting time for the future of financial advice. Striver’s recent Brimstone event brought together graduates and industry leaders, including BT’s Tim Howard and Katrina Parolin, to find out why it’s a great place for early-career professionals to start an exciting, rewarding, and dynamic career in financial advice.  #striverbrimstone #btacademy #financialadvisers