IEQ Capital’s Post

Congratulations to Robert Skinner, co-Founder, and co-CEO, for being recognized by Forbes as a Best-in-State Wealth Advisor. Thank you Forbes for this recognition.   #Forbes #ranked The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.  

Congratulations to Eric Harrison, co-Founder, and co-CEO, for being recognized by Forbes as a Best-in-State Wealth Advisor. Thank you Forbes for this recognition.   #Forbes #ranked The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More information can be found here: https://lnkd.in/gZnGua5G The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing.

🏆 We're honored to share that Glen Smith, the CEO/CIO of GDS, has been recognized for the sixth consecutive year as one of Forbes' Best-in-State Advisors for 2024. This prestigious acknowledgment emphasizes Glen's unwavering commitment to excellence and client satisfaction. Explore the details of Glen Smith's recognition as one of Forbes' Best-in-State Advisors for 2024 by clicking the following link: 👉 https://lnkd.in/gzeHuK-s #Forbes #financialplanning #financialadvisors #financialplanner #wealthmanagement #fiduciary Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

We are so excited to share that Benjamin G. Boynton, CFP® has been named to Forbes' 2024 Best-In-State Wealth Advisors list once again! Thank you to Forbes and SHOOK Research! See the full rankings here: https://lnkd.in/ebiDvBFS #BoyntonFinancialGroup #Forbes #ShookResearch #BestInState #Wellington The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/gFkaadz for more info.

We're thrilled to announce that our CEO, Trevor Wilde, AIF®, MBA, has been recognized by Forbes as one of the top advisors in the state, ranked #2 in Arizona! Congratulations Trevor on this incredible achievement! His dedication to excellence and commitment to our clients truly sets him apart. #ForbesTopAdvisor #BestInState *The Forbes ranking of Best-In-State Wealth Advisors (awarded to Trevor Wilde), developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of March 2024 and 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor’s location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. https://lnkd.in/gtGr47Yu

Join me in congratulating Aspire Wealth Group President, Jason Dugan, for being named to the Forbes' list of Best-in-state Wealth Advisors for 2024! This marks Jason's fourth consecutive year of being named to this distinguished list. The list, which recognizes advisors from national, regional, and independent firms, was released online April 3, 2024. This achievement would not have been possible without the continued trust and support of all our clients. #AspireWealthGrp #Forbes #WealthAdvisor #BestInStateWealthAdvisor The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/e-VsQhhD for more info.

We are honored to again be included in the Top RIA firms in America as per FORBES & Shook Research. As cited by Forbes, "all of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term." This is the second year for the list which ranks the top advisory firms based on how clients are treated, the team’s passion and goals, the underlying company culture, and the highest quality of service. Thank you to all of our team members who strive daily to support each other and the objectives of the firm, and to provide exemplary client service. Together we have created an exceptional place to work. Disclosures provided by SHOOK: SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. #topria

We are honored to be included in the Top RIA firms in America, per FORBES and Shook Research. SHOOK received over 42,600 nominations for the list and the 250 winning firms were chosen based on qualitative and quantitative factors. As Forbes states, “all of the RIAs on Forbes list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.” https://lnkd.in/gH3JJD37 #IWS #InsightWealthStrategies #Forbes #TopRIAs #FinancialAdvisor Disclosures provided by SHOOK: SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through various sources, such as conferences and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.

🎉🏆 We're thrilled to announce that Jerry Davidse of Presilium Private Wealth has been recognized as a 2024 Forbes Best in State Wealth Advisor! 🌟 Congratulations to Jerry for this well-deserved honor, a testament to his unwavering commitment to excellence and dedication to his clients. 🙌📈 #Forbes #WealthAdvisor #PresiliumPrivateWealth #BestInState #SHOOKResearch Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.

Being named to the 2024 edition of Forbes Best-in-State wealth advisors is such an honor, and it couldn’t have happened without your faith, trust, and support. Thank you!  https://lnkd.in/ebjrrtt5 #Forbes #ForbesBestInState #financialadvisor #ShookResearch #wealthadvisor #financialplanning #financialmanagement #wealthmanagement #wealthplanning You might be wondering how Forbes appoints and ranks these advisors. The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://lnkd.in/eKe3ZVtW for more info.