The Brooklyn Brothers’ Post

I think the biggest key to success is surrounding yourself with people who inspire you. Last night I was in a room full of people that inspire me every day to be better not only for myself, but for my clients. This past year with New York Life has developed my professionalism in ways I never imagined, and I can’t wait to see what my team and I accomplish in 2024. We’re just getting started ✨🏆 #newyorklife #2024kickoff #financialservices

Fifty years ago, Jones Day recognized that building a truly national firm was the most effective way to meet the needs of a rapidly growing client base. In this short video, current and former Jones Day partners talk about how the successful expansion to Los Angeles in 1973, viewed as bold, disruptive, and transformational at the time, helped establish the template for the collaborative One Firm Worldwide model that remains today. https://ow.ly/LxiS50PItZU

I paused after reading this, the 3rd entry from Jeff Pope's “Ten Things I Think I’ve Learned.” I personally have spent most of my Insights career at large companies, and of course I started small (Jeff and Judy’s CRI). To me the leadership and culture—direct and at the top levels—is more important than the size of the company. I love the global reach, R&D power, breadth of offers, etc. that I find at large company Ipsos. But I see Jeff’s point, and am interested in how others see the topic. ************************* For me, it’s been easier to find what I wanted in small companies. I’ve worked for two of the largest organizations in the world (KPMG Peat Marwick and Pillsbury) and two small firms (CRI and Elrick & Lavidge, my first job). Experience in the big companies was valuable, but it wasn’t where I wanted to invest my life. I like life in a small company where you can… * Know everyone’s name * Understand the whole business * Know and see how your contribution makes a difference And working with large, well known clients give us the best of both worlds: we have impact on highly visible products and services, but we get to work within a small company environment.

Here’s my take. Femme business leaders have two primary career strategies: 1. Max out the fading tail of the old way of advancing their careers. 2. Be on the cutting edge of a new philosophy of work. I think it’s pretty important to decide which you’re going to commit to—soon.

For a nice recap of what’s been happening the past few months at KF Advisors, please see our Summer 2023 edition of “What’s New” below. #wealthmanagement #investmentmanagement #financialplanning #trustsandestates #KlingensteinFieldsAdvisors

Grateful for the Best Places to Work recognition for the FOURTH year in a row! Highlighting two of our defined Core Behaviors I feel strongly lead to employees thriving day after day and year after year through the minutes to moments to milestones. 1- BUILD UP - We value leadership that equips others and want all employees to ask themselves daily how they can help increase the capacity of others. 2- UP A NOTCH- How am I setting the bar and improving personally and professionally? We desire to do excellent, bar-setting work because our colleagues, participants in the mission, corporate partners, volunteers, nonprofit and community partners, benefactors and the community are worth it! Do good work and do it with excellence!

This month, Glen Smith, CEO and CIO of GDS Wealth Management, marks two decades in the financial services industry. Glen's insights have been featured in top publications like Reuters, Barron’s, and WSJ. Recognized as one of Forbes' Best-in-State Wealth Advisors for 6 years straight, Glen's dedication to clients and the community shines through his celebrated career. Cheers to servant leadership and many more successful years ahead! 🌟    Watch the video below to get to know Glen and his journey to founding GDS Wealth Management. #20years #Anniversary #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary

VP of Field Operations, Blake Devillier, shares how he took his leap of faith into a new industry... and how you can do the same. Learn more by reading his full blog post ⬇ #TacoBell #field #operations #jobopportunity

How about that? Four years straight! Culture is king and consistency is paramount to the mission.

Right now, there is a rising awareness of the lack of love in our teams and our firms. We see it in the clients and organizations we work with every day – a longing for more connection, for more nurturing work relationships. A desire to feel connected to what we’re doing. To know it matters and is seen. That we are seen. Evidence now shows that we perform better, we're more creative, and we’re more innovative when we have permission to bring our full selves to our place of work.