Primate Advisory’s Post

LEVATUS Integrated Wealth Service addresses financial strategy, quality of life, and the full impact of wealth across generations, within a unified plan. #multigenerationalplanning #qualityoflife #purpose https://lnkd.in/emmYKqWy

The big journey starts with one tiny step. Let this week be the beginning of something huge and amazing that will change your organization; improve its market share in the industry. Wishing you a lot of STRENGTH and INSPIRATION. #Mondaymotivaion #RTCadvisory

Davyn Arscott's testimonial is a powerful reminder of the transformative impact we strive to create. When we seamlessly blend our expertise with the trust our clients place in us, the results are nothing short of remarkable. Our collaborative partnership empowers businesses to achieve extraordinary growth. Davyn's words speak volumes about the value we deliver. This #TestimonialFriday is a testament to our commitment to #ClientSuccess, #MarketingExcellence and driving sustained #BusinessGrowth.

It’s time to Convene. Today we’re discussing what success and significance should look like - growing our businesses profitably through excellence and intentionally using our businesses in ways that cause life-change and Kingdom impact to occur. Let’s go! #convenenow #successandsignificance #excellence #kingdomimpact

Dealing with delays and frustrations at Inspira Financial? You're not alone. "the management is poor and the team is incompetent. I called a million times to close my account but they still keep charging me a maintenance fee. In fact, I can understand that the representatives I spoke with don't seem to have the right qualifications or skills to be there." - An Inspira Client With long processing times and disrupted services, managing your Self-Directed IRA has never been harder. But there's a better way. Discover how American IRA, led by CEO Jim Hitt, puts clients first with fast, efficient, and trusted service. Ready for a change? You can learn more about it in our latest blog post. #SelfDirectedIRA #FinancialSolutions #ClientFirst #AmericanIRA #IRA #FinancialFreedom

“Fᴏʀ ᴇᴠᴇʀʏ ɴᴇᴡ ᴄᴏᴍᴘᴀɴʏ ᴏʀ ᴠᴇɴᴛᴜʀᴇ, ʏᴏᴜ ɴᴇᴇᴅ ᴛᴏ ᴅᴇʀɪsᴋ ғᴏᴜɴᴅᴇʀs’ ʀɪsᴋ.” This was an advice I heard from a seasoned business consultant on evaluating whether a company will succeed at the start. As I reflected on this statement, looking back at who I started the team with. 𝘐 𝘤𝘢𝘯 𝘰𝘯𝘭𝘺 𝘴𝘢𝘺 𝘐 𝘨𝘰𝘵 𝘭𝘶𝘤𝘬𝘺. With aligned values and different strengths, we managed to build up EXO Advisory Group Of course, we had our fair share of challenges as founders, but we managed to work it through as one. 15 years on, our lively 2025 strategic discussion still seems like day one with this committed bunch. Edmund Xu Jess Tan 媤嬿 Shayne Teo Facing the opportunities and challenges that lie in front of us amid the macro conditions. We had to 🟢Revisit our vision & realign ourselves 🟢Asking ourselves yet again what is the 𝙗𝙞𝙜𝙜𝙚𝙨𝙩 𝙥𝙧𝙤𝙗𝙡𝙚𝙢 we can solve for the financial advisory industry landscape. I would say 2025 would be exciting and scary at the same time. This year, there will be portfolio changes, resource reallocation & renewed focus on certain fundamentals for us. But I know with this founding team, I am ready to get into the trenches once again. We will make it work 🔥 I’m ready for 2025 💪 #exofoundingteam #grateful

🔥 Tired of generic solutions holding you back? Ready to elevate your advisory game? Say hello to the game-changer: Verdence/RIA+! Stop spinning your wheels and start multiplying your success. With our powerhouse platform, tailored specifically to YOUR needs, achieving growth and delivering unparalleled client value becomes not just a goal, but a reality. Partner with us and experience the transformative impact of true collaboration and unwavering commitment to YOUR success. Let's rewrite your story together. 💼✨ #VerdenceRIA #ElevateYourGame #PartnerInSuccess #RIA #FinancialAdvisors

Let’s talk about trust.     It’s about choosing alignments based on shared values and vision.    It requires confidence that future actions and decisions will be guided by solid judgement, class-A character and well-thought-out execution.    Trust is the foundation of every partnership we enter, and we don’t take that lightly – it’s the cornerstone to our shared success.  #Partnersinyoursuccess #FinancialHorizons 

A “grand experiment” — 100 years in the making. Managing Partner Jim Proppe reflects on our founders’ vision and how it remains at the core of who we are. Read here to learn how these principles have guided our growth. #CountOnUs #100years #PlanteMoranProud https://okt.to/VRBhd4

I didn’t simply scale my business; I revolutionized my life. Now, I'm revealing my game plan in my live Masterclass on 11/14/24 ONLY—but only for those ready to make 2025 their breakthrough year. This isn't for everyone; it’s for female founders driven to finally break into seven figures and claim more time, freedom, and control over their lives. Secure your spot now, because success waits for no one. ➡️https://lnkd.in/gHydJZpt