Mowery & Schoenfeld Wealth’s Post

⏰ MONDAY TRIVIA WINNERS!!!! WOW! I really thought that was going to trip people up!! 🏆 LOTS OF WINNERS THIS WEEK!!! SHOUT OUT TO THIS WEEK'S WINNERS!!!! Scott Jeffries, Dawn Asbury, Tiffany Jansen, Jess Campana, Liz Lindskoog, Kristi Jordan, NHA, Melissa Marshall, CPC, Dan Picard, Timothy Jansen CIPP, Stefi Draeger, Matt Ingraham, Mabel Darko, Loren Pigman, Mark Josephsen, Michael Goines, Jason Town, Elena Franklin, Makenzie Zyla, Kristen Rehnelt, Yvette Kleckner, Len McMorrow, Tay Fitzpatrick, Mike Selbitschka, Sarah Dahl, Karen Stirling, Debra Hardy, and Dawn Radecki!!!! For the recap: Q: WHICH one of these are LEGALLY REQUIRED to act in the best financial interest of their clients? A: Fiduciary ALWAYS ASK YOUR ADVISORS, TRUSTEES, AND EXECUTORS IF THEY ARE FIDUCIARIES TOO!!!!! INCREDIBLY IMPORTANT!!! A fiduciary is an individual or organization entrusted with the responsibility of managing assets or making decisions on behalf of another party, with a legal and ethical obligation to act in the best interest of that party. This means prioritizing their interests over their own, avoiding conflicts of interest, and providing full disclosure of relevant information. Fiduciaries are often found in roles such as financial advisors, trustees, and estate executors. If building a probate process is something you're new to or already pretty familiar with, DCM Services has been helping clients improve their estate processes for over 25 years. Whether you're looking to outsource this inventory to experts or build a stronger/faster process in-house, we'll have options for your team. I've already got next Monday's question in my 🧠 , so make sure to keep an 👁 out for that one! Feel free to DM me if you're just looking to ask a couple questions too. We're always happy to help! Have a great rest of the week!!! #mondaytrivia #winnerscircle #hints #creditunion #banks #revenuecyclemanagement #dcmservices #probatefinderondemand

Another 16 net exits from the industry this week. ⬇ The biggest gain goes to Godfrey Pembroke Group, with 2 joining. Welcome to Ashleigh Dodt (Infocus (Australia)), Tim Renfrey (Ord Minnett), and Glyn Cooper (Empire Financial Group). Congrats! 👏 Your free Adviser Ratings profile is ready for you to claim! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Which family businesses are we going to see inducted into the CSUF Center for Family Business 2025 Hall Of Fame? Who will be the 2025 Inductee for Generational Legacy? Fill out the nominations form below or scan the QR code if you know a family business that's wholly or partially owned by members of the 4th generation! #FamilyBusinessHOF #FamilyBusiness #HOFAwards

Trusted advisor concept unpacked with The IQ Club thanks for hosting Mills Oakley Stuart Walter for facilitating Lots of confusion between consulting, advisory and executive roles these days. However true guidance, credibility, intimacy, why behind what is the purpose of business and personal journey of the leadership are the foundations. #infinitegame #purpose #startwithwhy #advisory

Great panel discussion on a critical topic for firms considering raising capital for the first time.

Today's CAP Board Spotlight is on Derrick Bryant, Senior Vice President of Finance at ICE. We are very thankful for his dedication to CAP's mission! Our dedicated board of directors helps bridge our mission with the needs of our community. Please join us in getting to know them and celebrating all they do for our community. ❓How long have you lived in Jacksonville? 🅰️ I’m a Jacksonville native. ❓What are three adjectives you’d use to describe yourself? 🅰️ Authentic, Confident, Optimistic. 😎 ❓What’s your favorite thing about CAP or the CAP Board? 🅰️ The investment and promotion of youth creativity. ❓What’s the best piece of advice you ever received? 🅰️ Talent alone is never enough.

Discover the unique experiences of our Founding Partner, Bob Minker, and Managing Partner, Robert Minkler Jr., in the latest issue of Missouri Society of CPAs The Asset. This father-son duo shares some of their journey in the accounting profession, revealing how their shared passion and dedication have shaped their careers, influenced our firm and inspired our team. Read the full Q&A to get an inside look at what it truly means to have "CPA in the DNA." https://lnkd.in/gBJBPgMs

Calling all Scottish Families Businesses!! Tomorrow at 6pm is the deadline for the 2024 The Herald Scottish Family Business Awards in association with Business Gateway. ⏰Don’t think you have time to enter?? Let me tell you why 30-60 minutes out of your day tomorrow will be a great opportunity for you and your business. ❓Entry forms ask questions of what you’re doing and why you’re doing it. They prompt you to take stock of you and your teams achievements, something we rarely get the chance to do. 🤝It’s an opportunity to put forward what makes your business great and have this reviewed against other entries. Its an opportunity to find out how you fair against others in your sector. And more importantly on the night share best practice and learn about how other Family Businesses are succeeding or growing. 🗣️Lastly, you get to shout about your team. Family businesses are made up of the fabric of support, be that from generations of past or by those who choose to join your family (business) and support you and the business goals and values. It’s a fantastic opportunity to say well done and thank you!! So, as we come into the latter part of 2024, grab a cuppa, set some time aside and look back on all you’ve achieved. ☕️ Information on how to enter is below 👇🏼

Ticket sales are going strong, but there's still time to secure your spot at a discounted rate. With just one week left until early bird pricing ends. After that, tickets will be available at the standard rate. Don't miss out on this opportunity to save while securing your spot at the AREF Conference! Open to both AREF members and non-members. Register today and join us for a day of insightful discussions, educational sessions and networking. #AREFConf24 #EarlyBirdTickets #arefnews #investmentmanagement #realestate #realestatefunds #propertyinvestment #property #sustainability #futuregen #fundmanagement #arefmember AREF (The Association of Real Estate Funds)