Portage Point Partners’ Post

Join us at our first ever Webinar where we discuss the value of a board effectiveness review and how we can bring positive change to your Board.   #boardofdirectors #boardeffectiveness #companysecretary #chairoftheboard

Who's coming to our first At the Fireside online event tomorrow with Dr Lynne Sedgmore CBE, Chair of Glastonbury Town Deal Board and Kerry Round, FCG, Founder and Director of Round Governance? Drop an ‘I’m coming’ comment below if you are. If you’re wondering how to convince your Board to take part in a Board Effectiveness Review or to appreciate the value of them, then there’s still time to register for this event. We'll be talking about how Lynne recognised that Glastonbury Town Deal needed to conduct a Board Effectiveness Review, how she encouraged other Board members that it was the right thing to do to secure the town’s future, and the benefits she’s experienced since going through the process with RGS.  Here’s all the information you need: Where: Zoom online  When: Wednesday 6 September  Time: 1.00pm to 1.30pm  Sign up: Via the link in the comments below #BoardEffectivenessReviews #BoardOfDirectors #CompanySecretary #ChairOfTheBoard #GovernanceProfessional #Governance 

We are thrilled to share that SignatureFD has been named Georgia’s fastest-growing RIA firm by Citywire RIA! Our Chief Service Officer, Margaret Huang Casey, CFP®, recently accepted the award on behalf of our team at the #CityWireRIA Austin CIO Summit.   CityWire’s annual report, “50 Growers Across America,” identifies the top firm in each state that has demonstrated significant growth and forward-looking vision.   Our recognition is a testament to our ambitious growth plans and commitment to deepening and broadening our roots in Georgia.   Describing our plans for continued momentum, CEO Heather Robertson Fortner told CityWire, “when we think about where we are at this point and we think about the growth of the organization moving forward, our focus is on [organic growth] and then how we find teams and individual advisors who are culturally aligned who already have practices or client bases that would fit or complement the communities that we already have.”   Thank you to the CityWire team and their partner PIMCO for a great event. We are honored to be recognized alongside other cutting-edge firms nationwide.   To read more about the report, you can visit: https://lnkd.in/emQwrxiJ   These rankings, announced on 8/16, have no associated cost or compensation. Winners were determined solely by data, combining the previous year’s performance across percentage growth in AUM, monetary growth in AUM, and percentage-growth in employees.   #CitywireRIA #SignatureFD #NetWorthwhile #wealthmanagement #financialplanning

Is the market harder? Yes! It just means you need to keep up AND we DO! Here's to the first part of the second quarter in 2024! 😍 #Capper #KellerWilliamsGreaterNassau #SellsNYTeam #KW #strategies #LearnMore #clients #longislandny #itsinthedetails #realestatelife

In a reflective letter, our Founder Thomas R. Livergood & President Rachel D. Hyman, share a comprehensive overview of the past year, celebrating milestones and offering a glimpse into what’s on the horizon. Click below for an exclusive preview: https://lnkd.in/gAExeXVD #FWA #familywealth

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

In the journey toward meaningful change and progress, the power of collective action cannot be underestimated. The essence of transformation lies not just in the grand gestures, but in the consistent, relentless efforts of every individual committed to making a difference. This quote, 'We will make changes as long as everyone in this room keeps pushing and keeps fighting,' serves as a powerful reminder of the responsibility we each hold and the impact we can collectively create. Change is a testament to our resilience, our capacity to challenge the status quo, and our unwavering belief in a better future. It's about pushing boundaries, challenging norms, and refusing to settle. It's a call to action for each of us to play our part, to stay engaged, and to keep fighting for what we believe in. So, let this be a rallying cry for all of us to not only envision a brighter, more inclusive future but to actively work towards it. It's in our hands to foster environments that thrive on equality, respect, and mutual empowerment. Together, let's keep pushing, keep fighting, and turn our collective vision into reality. #ChangeMakers #TogetherWeCan #Empowerment #KeepPushing #KeepFighting

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

Next chapter has begun

How far have you traveled in the last 4 years? 4 years ago I was only a few months into building Haynes Oliver Ltd. It was a scary and uncertain but exciting time! Fast forward to 2023 and we’re over the moon to have been named Best Management Development Consultancy in the West Midlands! While those early emotions are still present to some degree it’s moments like this that make it all feel worth it….! #peopledevelopment #managementdevelopment #leadershipdevelopment #bringingcolourtoyourbusiness