IEQ Capital’s Post

Don't miss out on ACG Oklahoma! We have a stellar panel of industry experts who will share great insights on what's is going to be an exciting next few years for anyone involved in finance. #banking #money #investmentbanking #privateequity

Trusted advisor concept unpacked with The IQ Club thanks for hosting Mills Oakley Stuart Walter for facilitating Lots of confusion between consulting, advisory and executive roles these days. However true guidance, credibility, intimacy, why behind what is the purpose of business and personal journey of the leadership are the foundations. #infinitegame #purpose #startwithwhy #advisory

After having a few days to reflect I want to say thank you to SouthState Bank for investing in me and allowing me to attend ABA Stonier Graduate School of Banking at the historic The Wharton School. I also want to thank all of the professors and industry leaders that gave their time to teach us and share their knowledge and experience. It was truly an amazing experience both in the classroom and getting to know peers from across the country. Below is a collection of some of my favorite nuggets of wisdom from the week: "A "Strategic Blindspot" is conventional wisdom which is no longer true but still guides strategy"   "Capital Planning: welcome to why your CFO is always grumpy" "Wellness and Success are not mutually exclusive, they are symbiotic"   "Be careful not to infer too much from any one ratio"   "Calculating ratios is mechanical, interpreting them is not"    "Effective Enterprise Risk Management is understanding both the risk and the reward" "Give feedback when it is relevant, don't wait too long"  "Feedback alone won't change behavior if behavior repeats"   "Perfect doesn't get you promoted as much as productivity" "Culture eats strategy for breakfast every day"   "We are going to make some mistakes along the way and that is good because it means decisions were made. And as we discover the mistakes, we will fix them." - Steve Jobs #SouthState #Stonier #ABA #Wharton #Banking #Learning #Growth #Grateful #Classof2026

It's always great to see companies investing in their team. Supporting and nurturing your workforce leads to positive outcomes. #teamwork #teamworkmakesthedreamwork

At CONNECT 2023, we had the chance to ask CBVs how the CBV designation has helped them in their career and professional development. Here’s what Brian Langis, CBV, CEO, and Director, Cape May Capital, had to say about the role the designation has played in advancing his valuation journey. He also has an insightful question for people. Watch till the end. Stay tuned for more! Learn more about the CBV designation here: https://lnkd.in/gghgjB2g #BecomeACbv #BusinessValuation #LeadersInValuation

Exciting news! The 2nd Cohort of Accelerate Central Florida is underway, brought to you by the African American Chamber of Commerce Central Florida and sponsored by Truist and Wells Fargo! This hands-on program, powered by Interise’s StreetWise ‘MBA’™ curriculum, helps business owners create and manage a customized three-year strategic growth plan. #WeMeanBusiness #AACCCF #AACCCFL #AccelerateCFL #BusinessGrowth

While answering this question, it is crucial to tailor your response to both your unique experiences and the specifics of the firm you're interviewing with 🏢 Capitalize on your previous professional and leadership roles, emphasizing how they have prepared you for a career in investment banking 👨💼 🔑 A strong answer should address 3 key aspects: the appeal of the work itself, the valuable experience gained, and the stimulating environment of IB. Need guidance breaking into IB? 📥 DM us your email to join the WSO Academy waitlist. #investmentbanking #wallstreet #financecareers

Read here what CCO, Dean Kemble, had to say in thewealthnet about why wealth firms are striving for Chartered status and how GSB became the first international firm to achieve this accolade. As the first international firm to receive Chartered status from The Chartered Institute for Securities & Investment (The CISI), GSB sets a new standard in the financial sector. This accolade isn't just a title; it's entry into an exclusive club that recognises our unwavering commitment to professionalism, ethics, and client well-being. Dean Kemble highlights that achieving Chartered status is a testament to our dedication to maintaining rigorous ethical and professional standards, which reassures our clients of the high-quality advice, service, and support they can expect from us. While this recognition plays a crucial role in enhancing our reputation and attracting clients, especially as a newer brand, Dean notes, "It is just one factor in attracting and retaining clients. Building a strong brand reputation and delivering excellent service are still essential." This milestone is not only a win for us but also for our clients, who can be confident that they are dealing with a reputable firm committed to the highest standards. Read the full article here: https://lnkd.in/d_8Ndpst #gsb #wealthmanagement #charteredttatus #professionalexcellence #cisi

A message from the Association of African-American Financial Advisors' Corporate Partner Raymond James: The 10th annual Raymond James Black Financial Advisors Network Symposium is coming soon, Feb. 21-23. The BFAN Symposium is our touchstone annual event, featuring dynamic speakers, professional panels and collaboration with colleagues from across the country. Financial advisors will have the opportunity to re-energize and refocus on business goals, connect with emerging trends and changes, and meet with firm leaders and like minded advisors. Learn more: bit.ly/3sqxD5f #RJBFAN #togetherblackwealth #financialadvisors #wealthcreation #economicempowerment. #blackexcellence #personalfinance #investing #retirementplanning #wealthmanagement #financialservices #wealthbuilding #financialgoals #financialsuccess #financialwellness #diversityandinclusion #equityandinclusion #leadershipdevelopment #assetmanagement 

Leaders aren't just born; they're made through the relentless pursuit of knowledge and growth. 📚✨ Independent Group attended the National Structured Settlements Trade Association CSSC / MSSC Program at The University of Texas, Austin. Here's to new business friendships, exciting collaborations and continued education on industry best practises. #LeadershipLearning #NeverStopGrowing #ExecutiveEducation