Coldstream reposted this
In my latest WealthManagement.com article, I explore the irony of RIA owners resisting process, fearing it stifles their uniqueness, when in reality, it leads to growth. https://lnkd.in/gmWq3ZrC
Speaking my language, Matt! 😊 Love this!
Great article, Matt Sonnen! Solid processes allow for more time for advisors and teams to spend more time on things that really matter, such as developing creative solutions for clients.
Welcome to the team, Kellie Smith! As a Senior Client Service Associate joining our Mercer Island office, Kellie will work with the individuals and families we serve to create financial plans to achieve their short- and long-term goals. #NewTeamMember #RIA #ClientService
Congratulations to Victor B. on recently earning his Chartered Financial Analyst (CFA) designation! Earning the CFA designation is a difficult, 36+ month process, and in that time, Victor has been a valuable member of our Investment Strategy Group. We can't thank him enough for his contributions to Coldstream! #CFA #WealthManagement #Finance
Our latest market commentary from our Chief Investment Officer, Howard Coleman, is out now! Learn about the biggest factors that affected market in the second quarter here: https://ow.ly/iWxE50SOqQF #MarketCommentary #Investments #SandP500
Happy work anniversary to Tristan Mohn who celebrates 5 years today! Tristan joined Coldstream back in 2019 as a Client Service Associate and is now a Wealth Management Associate. We thank Tristan for his contributions to Coldstream and dedication to excellent client service. Go Tristan! 🌟 #Workaversary #5years #TeamMemberAppreciation
Welcome to the team, William Cunningham! As a Client Service Associate, Will works with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #RIA #ClientService
Coldstream has been ranked #64 as one of Financial Advisor Magazine’s 2024 America's Top RIAs! https://ow.ly/3Nbf50SMyOy #TopRIAs #WealthManagement #FinancialAdvisor
Coldstream's philanthropic efforts are 100% employee-driven and reflect a vast array of social causes. This quarter, our cause is Health & Disabilities. One of the charities we're supporting is Little Bit Therapeutic Riding Center. Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/g4fDkEka #givingback #ColdstreamCares #philanthropy
Coldstream was named in Portland Business Journal's Oregon & S.W. Washington Largest Money Management Firms! See the full list here: https://ow.ly/mtTI50SIqBU #PBJ #RIAAward #WealthManagement
📚🎒 As we approach #BackToSchool season, we sat down with a few of our Wealth Managers to find out their advice, not only as financial advisors, but as parents of college students as well. Whether it’s budgeting for tuition, planning for unexpected expenses, or teaching financial independence, these tips are designed to help you and your college-bound student feel prepared and confident. Send your kid off to college with confidence using these tips! https://ow.ly/6FKH50SCNJs #CollegeSavings #WealthStrategy #LongTermPlanning
Matt Sonnen Please check the more information - https://www.linkedin.com/feed/update/urn:li:activity:7226074455486185472