Elevation Point’s Post

Where strategy meets synergy. This week in Atlanta, we had a fantastic onsite event with our team—celebrating our progress, reinforcing our commitment to redefining the #IndependentAdvisor experience, and enjoying some well-earned team bonding. We’re just getting started! #ElevationInAction #ElevationPoint

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John Swystun

RIA organic growth systems | Fully-managed digital marketing/lead gen | Turnkey talent/software/design/ad spend/web dev/content = dead simple | Compliance focused |🗓️Secure Your Free Exec Workshop Below ⬇️

1w

Now THAT's a team 💪 party bus and all - this crew knows how to do it!

Jim Dickson

Leader, Speaker, Investor, Entrepreneur and Wealth Management Executive- Founding Partner and CEO Elevation Point

1w

So much talent…. So much progress. Proud of this team. Stay tuned!!

Peter Murphy

Financial Services Leader at GreenLine Consultants

1w

A great looking and talented crew. Good luck at Elevation Point

Amy DeTolla

M&A Strategist & Integrator | Wealth Transformation Leader & Accelerator |Platform Builder | Speaker | Venture Partner

1w

Such a great team!!

Duke Schillaci

Founding Partner, Head of Corporate Development

1w

Work hard, play hard!

Caitlin Douglas

Founding Partner, Chief Operating Officer at Elevation Point

1w

Amazing team!

Tom Fields, CFP®

CEO @ Fynancial | The First Private Social Financial Platform (SFP) for High-Growth RIAs | WealthTech | Suit & Cowboy Boots

1w

⭐️ ⭐️ ⭐️ ⭐️ ⭐️ Team!!!

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