Bruce C Munster’s Post

My business partner Dan Sperow and I were excited to attend the Forbes Top Teams Summit in Miami this past week! It's an honor to come together with the most successful teams in the industry to discuss best-in-class strategies to help our clients succeed financially. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Insight about the Candidates

We've already received some compelling data from our survey, but we need your voice to make the picture complete. Whether you're a seasoned leader navigating the dynamics of a multigenerational workforce or a Gen Z professional carving out your career path, your experiences and insights are invaluable. By participating in our survey, you're not just sharing your challenges and successes—you’re contributing to a broader effort to bridge the generational gap in the workplace and shape the future of talent management. The more perspectives we gather, the more impactful our findings will be. Don't miss this opportunity to make your voice heard and influence positive change. Sign up today and help us turn challenges into opportunities! Survey links: Gen Z - https://lnkd.in/e4wSJ8Cv Gen X - https://lnkd.in/efvjqesk #GenXLeadership #WorkplaceDynamics #TalentManagement #GenZWorkforce #Collaboration #GenZCareers #JobHunting #CareerGoals #WeHearYou

Pantheon Intelligence stands as the pinnacle in the realm of collaborative excellence, offering a transformative approach to elevate teamwork to unprecedented heights. In the dynamic landscape of catering to high-end clients, where expectations are as high as the stakes, the significance of providing genuine value cannot be overstated. In the realm of high-end client interactions, where precision and excellence are paramount, Pantheon Intelligence becomes the linchpin that transforms individual efforts into a symphony of collective brilliance. Its intuitive features empower team members to synchronize their expertise, share insights effortlessly, and make well-informed decisions in real-time. Will you and your team be taking advantage of Pantheon Intelligence this year? Let us know in the comment section below!

Each month, we shine the spotlight on someone from #OurCoalition so you can get to know us better! This month we asked Tasmiha . A ., Senior Threat Analyst, what is her favorite aspect of our company culture. Here's what she had to say: "In the vibrant mosaic of values that define Coalition's culture, one stands out to me as particularly transformative: humility. It's not just a word we casually toss around; it's a principle that permeates every layer of our organization, setting the stage for a culture deeply rooted in growth, learning, and collaboration. In the tech industry, where innovation races at lightning speed, humility is our secret sauce. It keeps us grounded, reminding us that no matter our achievements, there's always room to grow, improve, and innovate further. This mindset fosters an environment where questions are encouraged, knowledge is shared freely, and every team member feels valued for their contributions. At Coalition, humility is embodied in our willingness to constantly question, "Can we do this better?" This simple yet powerful question drives us to challenge the status quo, rethink processes, and innovate in ways that not only propel our company forward but also deliver unparalleled value to our clients. Our humility allows us to stay agile, adapt quickly to industry changes, and continually refine our products and services. In a space where being at the forefront of technology is crucial, our humble approach ensures we never become complacent, always striving for the next breakthrough."

Here at The Garrett Companies, adaptability is in our DNA. We adjust quickly, think creatively, and remain resilient in the face of change. As Director of Capital Markets, Chris Hentschel knows just how important this is to our team. "Our willingness to pivot strategies, learn new skills, and collaborate drives our growth and creates a competitive advantage. Ultimately, it is the adaptability of our team that allows our organization to exceed expectations amid constant change." #TeamGarrettCo #WeAreAdaptable #GarrettGrowth #DifferenceMakers https://lnkd.in/gqTVVdTA

What we love about our new Head of Growth, Tom Goderis, is his diverse career path—he’s been on both the #client and #supplier sides of #research projects. In this fun and insightful interview, Tom shares how these experiences have shaped the way he approaches sustainable growth today. Check it out here 👉 https://bit.ly/3ZyTaqu #insights #mrx #growth

📌 Our core values are the foundation of everything we do at Prospectivity. We are committed to: Unwavering Commitment to Excellence: Delivering exceptional results for our clients and candidates. Integrity and Honesty: Building trust through transparent and ethical practices. Responsibility and Humility: Acting with accountability and a growth mindset. Respect and Collaboration: Fostering strong partnerships based on mutual respect. These values guide us as we connect top-tier virtual professionals with thriving businesses. #companyculture #corevalues #businessvalues #staffingagency #virtualtalent

Maybe it’s less about growth and more about sustainability. 🤔 My business partner reminded me yesterday that success loves speed, & growth can be a wonderful result. However, when someone is getting starting in a career like financial services, I’ve found that what they need more than success is support … •supportive systems (& supporting data), •supportive mentors, and a •supportive culture to help them grow. Great article featuring our very own President Luke Winskowski, CFP® MBA ! Grateful to grow this with you! #TwoAreBetterThanOne

The business world isn't overcrowded! It never was and never will. There's a world of opportunity for the top 5%. Problem isn’t the market; it’s the 95% who are just average. To stand out, you need to be in that elite 5%. So, stop blaming the market and start focusing on becoming exceptional. Are you top-tier talent? Prove it to yourself & to the world!