Broadtree Partners, LLC’s Post

As Carrick Wealth approaches its 10th anniversary this October, I found myself taking a trip down memory lane. While sifting through old files, I stumbled upon a birthday card from our co-founder, Mike Fannin, given on our second anniversary. It's a poignant reminder of the journey we've embarked upon together. Reflecting on the past decade, it's evident that the pillars of our success at Carrick have been teamwork, consistency, surrounding ourselves with exceptional individuals, and maintaining agility in an ever-evolving financial landscape. Teamwork has been the backbone of our organisation. The synergy between our dedicated team members has turned ambitious visions into reality. It's through collaborative efforts and mutual support that we've navigated the complexities of wealth management, always striving to deliver the best for our clients. Similarly, consistency in our service, ethics, and professionalism has been crucial. It is what has earned us the trust and loyalty of our clients. On the other hand, none of this would have been possible had we not surrounded ourselves with great people, both within the company and in our broader network. Their collective wisdom, experience and expertise have been instrumental in shaping our strategies and guiding our decisions. Agility, perhaps now more than ever, is vital in our industry. The financial world is characterised by rapid changes and unforeseen challenges. Our ability to adapt and evolve, to be agile in our approaches while maintaining our core values, has been key to staying ahead and providing exceptional service. As I thank Mike for his years of unwavering support and invaluable contribution, I am reminded that success is not just about individual achievement but about the collective effort. It's about the people you journey with, the bonds you build, and the shared commitment to a common goal. Our story will turn 10 in October. Who knows what the future holds? With the right people, core values and a progressive outlook - you can be sure it will shine. #CarrickWealth #Teamwork #Consistency #Leadership #BusinessSuccess #WealthManagement #AnniversaryCelebration

🌟 Celebrating Success Stories at Emery Sapp & Sons! 🌟 Let's give a round of applause to Levi Tutt and Tucker Frost our remarkable Employee Owners who proudly received their Vested Owners jackets last Friday! 🎉 Straight out of high school, these incredible individuals embarked on their journey with us, dedicating three years of hard work, dedication, and passion to our company. Today, they stand fully vested, witnessing the ongoing growth of our ESOP with pride and excitement! Their journey exemplifies the power of perseverance, commitment, and belief in the collective success of our team. It's a testament to the endless opportunities and rewards that come with being part of the Emery Sapp & Sons, Inc. family. 💪 💡💰 Curious about the possibilities that lie ahead? Click on the wealth calculator link below to explore how your dedication could pave the way towards financial prosperity and fulfillment. Because here, at Emery Sapp & Sons, we believe in empowering our employees to dream big and achieve even bigger. Wealth Calculator Link: https://lnkd.in/gjiVNDph Let's continue to inspire, support, and celebrate each other's successes as we build a brighter future together! ✨ #ESOPSuccess #DreamBig #EmployeeOwnership #ESOPGrowth #CareerGrowth #ProfessionalDevelopment

We all have different life goals. Some want to work as long as possible; others would rather retire early and travel the world with their families—some dream of owning their businesses or aim to climb the corporate ladder as quickly as possible. At Gatewood Wealth Solutions, our objective is to get to know your family personally, so we can understand how your family unit functions. https://hubs.la/Q02f19ly0

Have you been a “glass-cliff” business leader? You were asked to turn around a business only to find the shiny new leadership with no industry experience decides to replace you with the old crew that were responsible for the failure in the first place. I have seen this many times in my career, but did not have a name for it. It is so interesting to watch a business go from being stagnant for a decade to explosive growth over three years then back to the same low sales volume it previously had. No one can seem to figure out why the growth happened or stopped. Stories are spun and excuses are made to senior management about the industry being slow, the economy is down, etc…. I assure you that Sallie knows the real reason why. Success always leaves footprints in the sands of time and time always reveals the truth. Great insight from Sallie.

Hey there, it's Johnny Lynum! 🎉 I specialize in helping retirees, busy professionals, and veterans venture into real estate. 🏡 Discover the power of multi-family investing – a fantastic avenue for building passive income! 💰 If diving into real estate intrigues you, DM me to book a FREE strategy session with me or a member of my team. Let's explore if you're the perfect fit to join our community! 🔥 #RealEstateInvesting #REIGENIUS #Johnnylynum #TheMilitaryCEO

"March has arrived, unveiling a tapestry of opportunities in the real estate realm. Embrace the allure of new beginnings and springtime ventures. Let's unlock the door to your dream home! 🏡✨ #RealEstateDreams #MarchMagic #NewBeginnings"

An interesting interview with our CEO, a good 5-minute read.

March was a busy month, and April has already started off strong! Have you ever heard of a pocket listing in real estate? If not, you're not alone. But luckily, Upward On has got you covered. They have the pocket listing of real estate talent! 😊 #realestate #talent #upwardon

As we go about our busy lives, it's easy to overlook the small moments that make it all worthwhile. But as I've watched my own children grow, I've come to realize just how precious those moments are- the times we share a laugh, have a deep conversation, or simply enjoy being together. As a mother and entrepreneur, family has always been at the center of everything I do. The bond I share with my grown-up kids is irreplaceable and reminds me of what truly matters in life. It's not just about building careers or achieving success; it's about creating a life filled with love, laughter, and happy memories. At Haven, we're not just passionate about creating a thriving business; we're passionate about building a community - a family. We understand the power of connection and supporting each other through life's ups and downs, both personally and professionally. If you understand the importance of family and building something meaningful together, then I invite you to join us on this journey. Together, let's create moments that matter - for ourselves, our families, and the Haven Real Estate Group community. #HavenRealEstateGroup #CambriaHenry #CambriaSpeaks

Meet our fearless leader, Ryan W. Huey, CFP®! Before founding RoseRock Wealth Management, Ryan gained nearly two decades of valuable experience at a local Registered Investment Advisory firm. He worked extensively with closely held business owners, executives, commercial real estate professionals, and retirees. Over his 23 years of experience as an Advisor, Ryan has seen the value that an informed, objective voice can bring to clients’ financial decision-making processes. “Clients should have the confidence and peace of mind to pursue their passions and leave the day-to-day worrying to us. Our ultimate goal at RoseRock is to help our clients build wiser wealth and live more fulfilling lives.” #WealthManagement #FinancialAdvising #FinancialPlanning #InvestmentStrategy #RetirementPlanning #EstatePlanning #WealthCreation #FinancialGoals #SmartInvesting #FinancialFreedom