James D Sullivan
@james_dsullivan
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Solutions to support successful independent financial advisors. Securities offered through LPL Financial, Member SIPC https://t.co/dl7iPmhnYS
Morristown, NJ
Joined August 2013
I got the byline, but these observations are the fruit of lots of conversations with advisors who have made this strategic move. And a lot of help from the Private Advisor Group Marketing Team!
Model management isn’t the challenge. Explaining it to clients is. If you’ve ever worried clients might think you’re “handing off” their portfolio, this Perspectives piece breaks down how to reframe the conversation. https://t.co/1S1oM0Yvc0
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I’m very proud to be associated with this group!
We’ve got finalists in the house. Frank Smith + Kelly Coulter_ are up for CEO & CMO of the Year at the 2025 #Wealthies. Drew Boyer, CFP, Finalist for Thought Leader of the Year. Advisor-first leadership, always. @wealth_mgmt
https://t.co/yfmGhuHN21
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We are thrilled to be adding more great partners!
More options. Lower pricing. 🚀 WealthSuite just got a major upgrade with new strategists like LoCorr Funds and State Street Global Advisors. Catch the latest! https://t.co/Z08WkrrzFx
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More options. Lower pricing. 🚀 WealthSuite just got a major upgrade with new strategists like LoCorr Funds and State Street Global Advisors. Catch the latest! https://t.co/Z08WkrrzFx
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And the best colleagues in the business!
Our advisors say it best, “integrated, part of a community, valued, feels like joining a family!” Hear why they choose Private Advisor Group and message us to explore opportunities for your team:
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Great time with Verne and @RickyRedtail Two people who know a ton about and have a lot of affection for financial advisors!
Join Private Advisor Group’s @james_dsullivan and Verne Marble with @orionwealthtech @RickyRedtail as they discuss essential strategies to attract and retain top advisor talent. https://t.co/Dx7jJQWniq
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Happy National Superhero Day! While we may not wear capes, at Monarch Wealth Management, we believe everyone has the potential to be a financial superhero. Ready to unleash your financial superpowers? We can help you craft a personalized financial plan to achieve your goals.
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Did you know that over 60% of adults worldwide lack basic financial literacy skills? 📉 Financial knowledge is power! Let's inform, inspire, and empower our community. Together, we can build a future where everyone feels confident managing their finances.
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Y’all remember when Isaiah Stewart tried to save this baby that was crawling on the court but they wouldn’t let him? 😂
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Abby Salameh kicks off Technology Tools for Today Conference with a full agenda @AbbySalameh #T32024
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Thrilled to have Bob and his team choose to affiliate their firm with ours!
Drake Financial Services, led by Robert Drake, has joined @privateADVgroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝 https://t.co/zgzoDBnWe3
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Drake Financial Services, led by Robert Drake, has joined @privateADVgroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝 https://t.co/zgzoDBnWe3
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@privateADVgroup Fantastic to have such a wonderful team join our community!
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#ETFModelPortfolios stat of the day: “98% of advisors reported investment management as a key benefit as a result of outsourcing—including greater oversight of portfolios” - Source: AssetMark: Impact of Outsourcing
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My colleagues spread some Christmas cheer with a funny poem on our WealthSuite offering!
If you’re looking for joy this holiday season, look no further than WealthSuite, Private Advisor Group’s exclusive investment management platform. Learn more at https://t.co/4bhZMhVZ5Q
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If you’re looking for joy this holiday season, look no further than WealthSuite, Private Advisor Group’s exclusive investment management platform. Learn more at https://t.co/4bhZMhVZ5Q
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Congrats to @Think_JanetL and all @ThinkAdvisor Luminaries! We had an amazing time last night and were honored to be finalists in 3 categories. https://t.co/X2QsotVLYr
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Join @wallyball and I for the second half from @TheGarden as the #Knicks look to come back on the #Suns (we also called the first half) on @ESPNNY98_7FM and the ESPN NY app.
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he look like my cat
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What is outwardly considered a “successful” small RIA?
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