Jim Dickson @JDicksonSW
CEO and Founder of Sanctuary Wealth; serves on its Board of Directors. Welcomes inquiries from advisors seeking #PartneredIndependence. sanctuarywp.com Indianapolis, IN Joined May 2018-
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Thrilled to welcome industry veteran, Jeff Kilburg, to @sanctuarywp as our Chief Investment Officer and key member of the leadership team! Read more about Jeff and his exciting new role here: prnewswire.com/news-releases/…
We’re thrilled to announcing the launch of Sanctuary Global (sanctuary-global.com) today and our major commitment to serve the international market! The response to our Latin American offering has been phenomenal, greatly exceeding our already high expectations.
We kick off National Women's History Month by recognizing the achievements of women across all facets of life. We honor all those who have made a positive difference in today’s world and encourage new opportunities and positive role models for girls and women everywhere.
One of many perspectives shared by Mindy and Louis Diamond on their recent podcast was a topic I often cover with next-gen advisors who come to me for advice... lnkd.in/ejrUfgS
We're building something special in the mid-west. Thrilled to be the fastest growing destination for top-performing advisors, across the country and abroad. Stay tuned! We are #PartneredIndependence. fa-mag.com/news/sanctuary…
Building on the growth of 2020, I'm thrilled to welcome Noble Wealth Partners, our 2nd team in Ohio this year. A multi-generational firm serving multi-generational clients, they exemplify the type of advisors Sanctuary Wealth serves. #PartneredIndependence prnewswire.com/news-releases/…
Excited to commemorate the anniversary of Houston-based partner firm Concenture Wealth Management, which joined #PartneredIndependence one year ago this week. Happy independence day to the team, led by Robert Gilliland, a leader in wealth management. prn.to/3u53FzP
Outstanding infrastructure and cutting-edge solutions are nothing if they’re not part of a foundation built on strong company culture. I’m proud of the foundation Sanctuary Wealth has built its culture upon. bit.ly/3s0MUDX #PartneredIndependence.
Over the past few weeks, it was made clear that investors are hunting for the next social media goliath. Great read this weekend on the power of the social media surge… and the series of companies making major headlines. bit.ly/37lIKi9
Congratulations to the Sanctuary advisors named to the Forbes/SHOOK 2021 Best-in-State Wealth Advisors list! Our #partneredindependence model was built so outstanding advisors could have the freedom and flexibility to truly excel. prnewswire.com/news-releases/…
Women’s growing influence in business, politics and philanthropy cannot be ignored. At @sanctuarywp, we are excited to amplify the voices of our female advisors and look forward to their continued successes in a world that embraces their contributions. bloom.bg/371sGSA
Don’t let the desire to share the news derail your transition - see what attorneys say you can say before, during and after a transition. bit.ly/36ZQTsm If you’re a top advisor considering a move, contact [email protected] to learn about #PartneredIndependence.
“It is unlikely an international advisor will want to … settle for becoming an employee of yet another company who claims to be committed to them.” Wise words by @V_Fertitta. Reach out to learn about our offshore platform. bit.ly/2YUyfxT
Next-gen inheritors (and their senior partners) are striving to be more educated consumers. Contact us today to learn how #PartneredIndependence can empower you to make choices that will benefit you and your business, now and into the future. bit.ly/3oT7vYR
Thrilled to have my friends Chris and Brian Cooke, of the Cooke Financial Group — a founding partner firm — featured on our Advisor Spotlight Series this week. They truly have gone above and beyond for their clients, and we’re proud to have this elite team in the network.
Check out Emily Bowersock Hill of Sanctuary partner firm Bowersock Capital Partners on Yahoo! Finance TV today, talking about her view of tech stocks and the trajectory of the public markets. Always insightful and eloquent. #PartneredIndependence bit.ly/3raVTSA
This week, we kicked off our Advisor Spotlight Series, with Ted Longo of Sanctuary partner firm The Longo Group. Contact [email protected] to have a confidential conversation about how you, too, can be liberated with #PartneredIndependence.
I’m thrilled to have Ted Longo of Sanctuary partner firm The Longo Group kick off our Advisor Spotlight Series, where our network of advisors can share real insights on what independence means to them. Stay tuned. #PartneredIndependence
We’ve always understood the role M&A can play in the growth of a firm, and delivered a best-in-class program in 2020 to facilitate a range of opportunities for our partner firms. We’re looking forward to even more activity in 2021… Email [email protected] to learn more.
The infrastructure you need. The flexibility you want. The home you deserve. I’ve been in your shoes... Come be part of something bigger. #PartneredIndependence
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