Advocate for Independent Investment Advisors, the community of Omaha, our local non profits and the Creighton Bluejays. @FPTransitions
Omaha
Joined April 2009
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Scott K. Leak retweeted
A standing ovation for Creighton Volleyball as they are honored at the Under-8 timeout.
They're the back-to-back-to-back-to-back-to-back-to-back-to-back-to-back-to-back-to-back-to-back BIG EAST champions!
Scott K. Leak retweeted
3rd player in Creighton history and 132nd in NCAA Division I men's history with 2,000 points and 1,000 career rebounds.
Scott K. Leak retweeted
Scott Leak, CFP®, CEPA®, is ready to share insights at IMPACT®2024 hosted by @Schwab4RIAs! Catch him at booth #1426 in San Francisco from November 19–21, and learn how FP Transitions can help grow your firm’s equity value.
#SchwabIMPACT #FPTransitions #WealthManagement #FinServ
Scott K. Leak retweeted
With hundreds of prospective buyers in the market, only a fraction are truly qualified. They have what we call - Acquisition Readiness.
Are you ready? Let’s assess your Acquisition Readiness 👉 hubs.ly/Q02SNq560
#MergersAndAcquisitions #WealthManagement #FPTransitions
Scott K. Leak retweeted
Ready. Set. GROW. 🏁
Join us at Future Proof from September 15th-18th, where we’re ready to race and talk insights! Compete against Scott Leak, CFP®, CEPA®, Elise Rogers, James Fisher, or Seth Davis at Booth #317.
#FutureProof #WealthManagement #FinServ #HuntingtonBeach
Scott K. Leak retweeted
We've seen that many firms who struggle with growth were once thriving but hit a plateau. The real question isn't how to sell more—it's why did the growth slow down in the first place? 👉hubs.ly/Q02NtKd80
#RIA #financialadvisors #strategicplanning #wealthmanagement
Scott K. Leak retweeted
Approved a liquor license for the first all women’s sports bar in Omaha today in #Benson. Volleyball, Soccer, WNBA, etc…Come check it out. @setthebaromaha
Scott K. Leak retweeted
Growth is a key value driver for practice owners 🔑
So many variables can play a part. Historical growth, anticipated growth, staff readiness for growth, revenue size, and recurring revenue are ALL crucial.
📽️ Keep Watching 👉hubs.ly/Q02Jqy0R0
#FinServ #RIA
Scott K. Leak retweeted
You still have a few more days to register!
Don't miss our roundtable on "The Building Blocks of Sustainability".
📆 Wednesday, June 12th
🕙10am PT / 1pm ET
Don't miss this free opportunity 👉hubs.ly/Q02B8Zzq0
#Succession #FinServ #RIA #FPInsights #BusinessValue
Scott K. Leak retweeted
The Best Cities To Move To In 2024 - per @Forbes
forbes.com/home-improvement/…
Scott K. Leak retweeted
Dark Matter is finally here. Listen now: pearljam.lnk.to/darkmatterTP
Scott K. Leak retweeted
Price plays a role, but it's always been more than that.
Download our free eBook to see our #FPInsights on which aspects are of vital importance to firms seeking an acquisition or merger.
Dive in 👉hubs.ly/Q02ngfj10
#Mergers #Acquisitions #FinServ #FinancialAdvisor
Scott K. Leak retweeted
Since the start of 2021-22, Creighton's 1 of 2 Division I schools to have teams reach the Sweet 16 in Women's Basketball, Men's Soccer, Men's Basketball and Volleyball.
UCLA is the other.
Some excellent research by @patrick24davis.
Scott K. Leak retweeted
Out of 363 D1 Basketball teams…
Creighton is #1 in the nation in 3 pointers made per game. #LetItFly🐦
Great opening day. Looking forward to making great connections on Wednesday! #SchwabIMPACT
🛬 Just touched down at IMPACT®2023 hosted by @Schwab4RIAs!
Come join the conversation at booth #1507 – can't wait to connect and share insights!
Learn more: hubs.ly/Q026B9zr0
See you there. 🛄
#SchwabIMPACT #FPMonthOnTheMove #FPInsights #FinancialAdvisor
