Brian Wallheimer’s Post

Do you know someone who’s worked in wealth management for less than a decade, but is already making a difference? Here’s how to nominate a colleague — or yourself — for our 2024 Rising Star awards. #RisingStars2024 #wealthmanagement #financialadvisors

It’s an exciting time for the future of financial advice. Striver’s recent Brimstone event brought together graduates and industry leaders, including BT’s Tim Howard and Katrina Parolin, to find out why it’s a great place for early-career professionals to start an exciting, rewarding, and dynamic career in financial advice.  #striverbrimstone #btacademy #financialadvisers 

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

Meet Our New Fellows: Ray'Chel W., Founder of ForOurLastNames. ForOurLastNames empowers early career professionals to transform financial stress into financial action through customized pathways, relatable education, and secure financial partnerships. Learn more about all 21 founders in the Future Founders Fellowship Cohort 10 here: bit.ly/fellowshipcohort10

I’m excited to share that I’ve been featured in the Leadership Edition of Black Business Magazine, where I explored the critical role of leadership in transforming financial education through OnestopSave.com. This feature discusses not just the strategies but also the leadership principles that have empowered us to make a significant impact. Here’s how leading with empathy and integrity has enabled me to effectively connect with and educate diverse communities: →  My journey began in a working-class neighbourhood, where I witnessed firsthand the struggles caused by a lack of financial education. My background fuels my commitment to making financial literacy accessible to everyone, ensuring no one is left behind. →  At The Eman Effect and through One Stop Save, we approach financial education with the belief that understanding personal finance can be transformative. By presenting information in relatable and engaging ways, we empower individuals to take control of their financial futures. →  One Stop Save is not just another comparison site; it's a platform designed with inclusivity at its heart. We provide tools and resources that cater to everyone, regardless of their financial background, focusing on practical and impactful financial education. → We've committed to transparency and honesty in all our offerings. Whether it’s simplifying complex financial terms or providing unbiased comparisons, our integrity ensures that users can trust the information and make informed decisions. → True change comes from collective effort. By growing a community where everyone can share, learn, and grow together, we’re not just teaching financial skills—we’re building a support system that encourages long-term financial wellness. As we continue to push the boundaries of financial education, I invite you to follow the OnestopSave.com LinkedIn page as we are gearing up to share more practical tips, comprehensive guides, and live discussions that empower you to manage your finances with confidence and make informed decisions for your financial future. We are all in for an exciting road ahead! #FinancialLiteracy #UncleEman #GenerationalWealth #OneStopSave #EmpathyInLeadership

It was my great honor to be named as one of Forbes 2024 Best-In-State Wealth Advisors! 🎉 No one achieves anything alone, which is why I'm so grateful to my team and our wonderful clients for bringing me here. 🌟 Recognitions like this are incredible, but my true bellwether will always be the satisfaction of those I am privileged to serve. 🙏🏻 The Forbes Best-In-State Wealth Advisors 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. 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.

Y'all. I didn't know that students could have actual investments that they manage... Yet here we are, doing exactly that. These students are go-getters and I can't wait to see what they accomplish over the next few years! #finance #investments #learning #leadership

👨🎓 This graduation season I wasn't expecting to receive a sheepskin, but I am proud of what this certificate represents for our Morton Brown Family Wealth clients and community. For 100 days, Kathryn Brown, CFP®, ChFC® and I were part of a international cohort of financial advisors participating in Shaping Wealth's Building the Behavioral Advisor program. Our goal? To fight stereotypes for what an advisor is supposed to do. The course was collaborative but also deeply personal. We went beyond the WHY of our work to get to WHO we are and WHO we serve. We learned from each other and about ourselves, all in the interest of being more effective guides for the families we serve. Here are just a few of the concepts that were most powerful for me: 💸 What does it mean to be wealthy vs. rich 🗳 40% of happiness is choosing to be happy 😌 More is a number, Enough is a mindset 🔀 Our role as a guide is all about helping people navigate change The lessons of this program are alive in our work now and we are better advisors for having spent time with Brian Portnoy, CFA, Joy E. Lere, Psy.D., Neil Bage, and Meghaan Lurtz. #behavioralfinance #financialadvisor #futureoffinance

Are you new to the Finance Industry and not really feeling like you fit in? Check out this great line up of CFP Professionals as they share their stories. You will see that you are not alone, and that our profession needs you and your diverse perspective and life experiences. If you aren't in Los Angeles, and not able to attend, at least follow these #NextGen advisors below for great advice on how they are succeeding in the Financial Planning industry. #DiversityandInclusion #DEI #DEIB #DiversityEquityInclusionBelonging #CFPPro

🚀 Fresh insights! Are you curious to hear what financial advisors are thinking? 8 Acre Perspective conducted its first annual study of U.S. financial advisors. This white paper, the first in our series, focuses on advisor career satisfaction and outlook for the financial advisor profession. If you're curious to learn more about what we are doing at 8 Acre Perspective, get in touch!