James D Sullivan

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James D Sullivan

James D Sullivan

@james_dsullivan

Solutions to support successful independent financial advisors. Securities offered through LPL Financial, Member SIPC https://t.co/dl7iPmhnYS

Morristown, NJ Katılım Ağustos 2013
1.3K Takip Edilen641 Takipçiler
James D Sullivan
James D Sullivan@james_dsullivan·
I got the byline, but these observations are the fruit of lots of conversations with advisors who have made this strategic move. And a lot of help from the Private Advisor Group Marketing Team!
PrivateAdvisorGroup@privateADVgroup

Model management isn’t the challenge. Explaining it to clients is. If you’ve ever worried clients might think you’re “handing off” their portfolio, this Perspectives piece breaks down how to reframe the conversation. privateadvisorgroup.com/perspective/ho…

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DJ Windle
DJ Windle@djwindle·
Annual "Windle Work Tour", where I go work somewhere else with better scenery and the family gets to relax .. This Year: Kona, Hawaii
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Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
The best six months of the year are right around the corner.
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Dickie Bush 🚢
Dickie Bush 🚢@dickiebush·
What's the best book you've read so far in 2024?
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James D Sullivan
James D Sullivan@james_dsullivan·
@djwindle Congratulations, DJ! That is wonderful! Those clients are well taken care of.
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DJ Windle
DJ Windle@djwindle·
Today our firm hit $200 Million in regulatory assets under management. Absolutely 0 marketing. 1 advisor. This marks 2 years in a row of $50 Million in new assets What an absolutely crazy time in our office.
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Daniel Crosby
Daniel Crosby@danielcrosby·
I've been on a bit of a health journey this year, having lost over 50 lbs. now, and wanted to share a few of my observations in case they help other folks. 🧵
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James D Sullivan retweetledi
Monarch Wealth Management
Monarch Wealth Management@Monarch_Wealth1·
Happy National Superhero Day! While we may not wear capes, at Monarch Wealth Management, we believe everyone has the potential to be a financial superhero. ‍Ready to unleash your financial superpowers? We can help you craft a personalized financial plan to achieve your goals.
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PrivateAdvisorGroup
PrivateAdvisorGroup@privateADVgroup·
Did you know that over 60% of adults worldwide lack basic financial literacy skills? 📉 Financial knowledge is power!   Let's inform, inspire, and empower our community.  Together, we can build a future where everyone feels confident managing their finances.
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nick
nick@nick__xo·
Y’all remember when Isaiah Stewart tried to save this baby that was crawling on the court but they wouldn’t let him? 😂
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James D Sullivan
James D Sullivan@james_dsullivan·
Abby Salameh kicks off Technology Tools for Today Conference with a full agenda @AbbySalameh #T32024
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PrivateAdvisorGroup
PrivateAdvisorGroup@privateADVgroup·
Drake Financial Services, led by Robert Drake, has joined @privateADVgroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝shorturl.at/disuU
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Kelly Coulter
Kelly Coulter@mrskellycoulter·
@privateADVgroup Fantastic to have such a wonderful team join our community!
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@djwindle @AaronKlein @RyanDetrick @dickiebush @danielcrosby @espn @OU_MBBall @TexasMBB