🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

Honored to be featured on FA Magazine - On The Acquisition Trail fa-mag.com/news/on-the-ac…

We are so proud to have these incredible women on the Private Ocean team!

It was a pleasure speaking to Nathan Mersereau on his podcast this week with Shaun Kapusinski (HIFON) to discuss our new book, The Financial Advisor M & A Guidebook. Listen here: bit.ly/2UDo8cW

Fantastic news! Independent advisory firms plan to increase digital marketing budgets this year investmentnews.com/article/201903… via InvestmentNews

Congrats to all of the firms recognized by InvestmentNews! #INbestplaces

So proud of our team!

It was an honor to help select the #wealthies this year with many of my colleagues and friends! WealthManagement.com Editor's Letter: June 2019 wealthmanagement.com/industry/edito…

Congrats, Channing!

A great group of people!

Around here, birthdays are a big deal... Happy 15th to Roxy!

The annual tradition #DDMSummit2019 Debate between @MarkTibergien and Xxx sexy pron moderated by @megan_ficomm begins! #DDMSummit2019

Power picture 🙌 #DDMSummit2019

A Bubble in the RIA Acquisition Market? barrons.com/articles/a-bub… via Barron's

Happy to contribute to David Sterman's article along with Shaun Kapusinski (HIFON) for RIA Feeding Frenzy Moves Downmarket riaintel.com/article/b1h5yb… via @riaintel

Can you say proud? #thatsmyboy youtu.be/k7lIfsYdjPQ

RIA Reaction to Zero Commissions: Smiles, Skepticism barrons.com/articles/ria-r… via Barron's

Another fantastic #SchwabIMPACT - So many great sessions and keynotes. Also, they really set the standard for bringing people together. On the Jumbotron. #TeamPrivateOcean

Bring cute to your inbox and sign up for our #email #newsletter today at bit.ly/2tqsN4y. #CuteEmergency

A comprehensive study shows decreasing #Arctic sea ice is allowing a deadly virus to spread to the #Pacific. Denise Chow breaks down the latest evidence that shows #ClimateChange is impacting #MarineMammals in a fantastic article for NBC News. Read more ⬇️ nbcnews.to/2X9EcoT