Courtney McQuade

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://lnkd.in/gcFBVHpW The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

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Choosing the components of your tech stack as you transition to becoming an RIA is an opportunity to assess where you are and where you want to go. Read the recent InvestmentNews article featuring Michael Watson, Head of Custody at Axos Advisor Services, to learn about maximizing your tech stack utilization while minimizing your technology expense. https://lnkd.in/g7ZuuKhA

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📊 Watch Now: New Fed & Survey Data! Erica Bigley, Vice President of Communications, and Andrew Housser, Co-Founder and Co-CEO of Achieve, dive deep into the current financial landscape's impact on consumers. The latest Fed report unveils a concerning trend–household debt surged by $184B, hitting a staggering $17.69T. Credit card and auto loan delinquencies are on the rise across all age groups. Watch as Erica and Andrew unpack the drivers behind this critical and the broader implications for consumers. Our recent survey from the Achieve Center for Consumer Insights, designed to complement the latest Fed data, paints a revealing picture. A significant number of consumers are grappling with managing their recurring debt. Learn more here: https://bit.ly/3R68WED #welcometoachieve  #consumerfinances #consumerdebt #financialliteracy #personalfinance #debt #financenews #fintechnews #creditcarddebt #consumertrends

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Harness a Regulation CF Offering to Elevate Your Business How might a Regulation CF Offering elevate your fundraising goals? With Regulation CF, your company can raise up to $5 million annually. Through a "Direct Issuance" Regulation CF Offering, leverage a tailored Investor Web Portal managed by a FINRA broker dealer, bypassing the necessity of launching on a crowdfunding platform. A standout advantage of Regulation CF lies in the simplified investment process for your investors. Tap into the influence of general solicitation to attract capital from both accredited and non-accredited investors. This approach broadens your reach within the investment community, opening new financial avenues. Ready to propel your fundraising efforts with Regulation CF? Seize the transformative possibilities of Regulation CF Offerings today! Let's discuss your fundraising goals and strategy today! Visit us at redrocksecuritieslaw.com or call us at (720) 586-8610 #RegulationCF #FundingOpportunities #RaiseCapital #InvestmentSuccess #startups

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#WealthManagement professionals - if you're not already utilizing video, here's how it can be a game-changer for you: ✔️ Simplify Complex Financial Concepts. Clients struggling to understand complex financial products and services? #ExplainerVideos can simplify concepts, making them more accessible and understandable for clients. ✔️ Differentiation in a Competitive Market. High-quality video content can highlight unique value propositions and services, differentiating your firm from competitors. ✔️ Onboarding Cients. Onboarding new clients doesn't have to be a lengthy and complex process. Videos can simplify the process, making it more efficient and user-friendly. What can the power of #videomarketing do for your business? #techforbusiness #estateplanning #designagency

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We pride ourselves on speaking our clients' language and delivering results. Whether you're evaluating critical technology solutions or seeking expert guidance, we're here to help. #finserv #fintech #wealthtech

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Dive into the future of finance! 💰 Tune in to our latest episode of "The Building Code" to discover how tech can empower you to take control of your financial future. Plus, get game-changing tips from Clark + Aldine for how to manage your finances like a pro: https://btrnd.co/3y32pnk.

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📊 Each month, the FINTRX Family Office & RIA Database sees thousands of new additions and updates, enriching our extensive private wealth dataset. To spotlight this growth, we've curated this Monthly Data Report for April 2024, featuring metrics like assets under management, alternative investments utilized, geographic distributions and more. #PrivateWealthData #FamilyOffices #RIAs #WealthManagement #DataReport #FINTRX https://lnkd.in/eTtjFQgA

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How do you reshape the future of wealth management? It begins with the foundation—building the only custodian dedicated exclusively to RIAs. In his latest #AdvisorTech roundup, Michael Kitces shares his POV on how we’re changing the landscape. Read about it below.

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A COMPELLING STORY MATTERS WHEN TALKING TO YOUR LENDER In the dynamic world of business, every interaction with stakeholders, including your bank, is an opportunity to weave a compelling company story whether sourcing capital to grow your business or restructure debt. WHY DOES IT MATTER? 1. Builds Trust: Your company story is the heartbeat of your brand. Sharing a narrative that resonates with your bank fosters trust and transparency, crucial elements in any financial relationship. 2. Demonstrates Purpose: A compelling story communicates your company’s mission and values. Banks appreciate businesses with a clear sense of purpose, as it helps them understand your long-term vision and commitment to success. 3. Differentiates Your Brand: In a crowded marketplace, a unique and compelling story sets your company apart. It gives your bank a distinctive insight into what makes your business special and worthy A compelling story communicates your company’s mission and values. Banks appreciate businesses with a clear sense of purpose, as it helps them understand your long-term vision and commitment to success. 4. Facilitates Collaboration: A strong narrative fosters collaboration. Banks are more likely to engage in meaningful partnerships when they understand your journey, challenges, and aspirations. HOW TO CRAFT A COMPELLING STORY? 1. Know Your Audience: Tailor your story to resonate with your bank’s values and expectations. Highlight elements that align with their criteria for financial support. 2. Highlight Milestones: Share key milestones and achievements to showcase your company’s growth and stability. This gives your bank confidence in your ability to manage finances effectively. 3. Emphasize Resilience: Discuss how your business and management team have overcome challenges. This demonstrates resilience, a quality banks value when assessing a company’s financial viability. 4. Include Future Goals: Paint a picture of your future. Outline your strategic tool to forge strong financial partnerships. 5. Explain One-time Items: When there is a "story" that needs to be told about poor financial performance or non-recurring expenses, be sure to clearly explain those items. If you’re looking to source capital to grow your business or restructure debt, we can help. Find a Waypoint Private Capital M&A Advisor here: https://hubs.ly/Q02tFY080. #mergersandacquisitions #waypointprivatecapital #familybusiness #familybusinesses #businessstorytelling #companynarrative #bankingpartnerships

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Target Allocations are simple to set up on the Portfolios section of your fund page. 🎛️ 🎯 Set targets for up to five portfolios at a time, giving you the flexibility to set the perfect mix for your philanthropic goals! Not an Endaoment user yet? Create your onchain donor-advised fund today and start harnessing the power of Target Allocations → https://lnkd.in/etRpafbV

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There's an impending wealth transfer that will give way to a mind-boggling ~$70T passed down to younger generations in the next 30 years 💸 💸 But mind some major gaps — current products built for the <10% , a mounting tech gap and financial advisor shortage + rising costs associated with aging. While these trends point to considerable challenges, they give way to exciting pockets of opportunity for fintechs: ▶ Building wealth management for all Americans beyond just the wealthy ▶ Digitizing legacy Registered Investment Advisor (RIA) services, ▶ Creating tools that are purpose-built for the nuances of aging and empowering seniors to age more affordably and confidently Our SF-based investor Andrea You shares more on the blog 👇 https://lnkd.in/g8niV5yK #fintech #silvertech #wealthmanagement #venturecapital #startups

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Are you looking to unlock your company’s working capital and increase liquidity? Our Asset Based Lending team focuses on helping you improve earnings. Get connected to our team of seasoned professionals. Learn more here: https://bit.ly/4epqLID #ABL #AssetBasedLending #AssetBasedFinancing

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