Reflections on 2022: Increasing What’s Potential

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To Our Purchasers and Buddies of Abacus, 

2022 was a 12 months of development, affect, and continued power and resilience. Because the 12 months attracts to an finish, we wish to categorical our gratitude to you – our shoppers, colleagues, and associates – for serving to us construct on the muse we name the Abacus group. 

This 12 months, your continued assist and engagement helped us broaden our affect and do real good on this planet by professional bono alternatives and charitable donations, ongoing work on variety, fairness, and inclusion, and our continued dedication to serving to rework the world of finance right into a automobile for constructive international change. Your assist additionally allowed us to:

  • Proceed our annual dedication to the BLX internship program, a charitable group whose mission is to make the demographics of the monetary planning career extra consultant of our nation’s inhabitants. Up to now, Abacus has hosted 10 interns by this system and employed three into our crew. We’re additionally collaborating in a year-end fundraising marketing campaign, matching as much as $10,000 in donations by December thirty first.
  • Launch a $100,000 scholarship in 2023 with the Licensed Monetary Planner Board geared in direction of selling variety inside the monetary providers career. 16 scholarships will probably be given out over the following 4 years.
  • Onboard over 120 new shoppers and provides voice to their greatest hopes for securing their distinctive monetary futures. Many of those shoppers are referrals from you, our group, and we thanks on your belief in us. 
  • Full over 140 hours of professional bono monetary planning, whereas additionally increasing the content material obtainable in Abacus Academy, our free on-line studying useful resource.
  • Efficiently implement co-leadership on the CEO and CIO positions in 2022, whereas experiencing many benefits from this move.
  • Mindfully and publicly use our voice, talking with shoppers, colleagues, and the monetary group in ways in which really feel genuine to our firm’s values.
  • Strengthen how our firm serves our shoppers and one another by improved definitions of function readability, accountability, and enhanced crew communication.

Principally, we proceed working to depart the world in a greater place than we discovered it, collectively endeavoring to align our values with cash, present a way of safety and legacy for our family members, and be accountable stewards of the planet. 

Above all, Abacus doesn’t exist with out our invaluable shoppers and unbelievable crew members, nor the huge group of supporters and collaborators who come collectively to infuse the corporate with its authenticity and uniqueness. There’s merely no Abacus with out you. 

To every of you, we are saying thanks on your kindness, curiosity, critiques, and connection. We hope to all the time honor your funding in us.

We want you peace and happiness in 2023.

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The publish Reflections on 2022: Expanding What’s Possible appeared first on Abacus Wealth Partners.

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