CEO MONTHLY / ISSUE 12 2023 14 ach member of the team at RMW Advisory Group has witnessed firsthand how their friends and family members have struggled to find the help they needed to map out their financial future. Having been inspired by their personal experiences to become financial advisors, they are confident that, with extensive training and in-depth knowledge of their field, they are well-equipped to help people better prepare for their futures. Since the group’s inception in 2019, RMW Advisory Group has gained a reputation for effectively educating its clients. Using comprehensible language, it empowers individuals to develop an understanding of their personal finances and use it to pursue their financial objectives. The group is proud to provide a personalised, hands-on service, informing clients about financial concepts and products to take the mystery out of investing, insurance, estate conservation, and wealth preservation. Whilst its service offerings are broad, RMW Advisory Group specialises in helping individuals to develop solid retirement strategies, working with clients who are retired or approaching retirement age. The group understands the challenges of retiring in the modern day and knows that many people are concerned about outliving their money. For this reason, it focuses on helping people with money management as well as other issues related to financial wellbeing. RMW Advisory Group believes that, since no two people are the same, each of its clients deserves their own personal financial strategy. For this reason, it provides them with tailored advice based on their unique situation, taking into account their career, life path, and goals. Playing an integral role in the lives of its clients, their children, and their grandchildren, the firm aims to deliver value in its work, simplifying the complex whilst also providing a high level of service that is rarely seen in the financial industry. Every service delivered by RMW Advisory Group is based on a data-driven process that involves three steps. Firstly, the team conducts data-led analysis, which serves as the foundation of everything it does. Secondly, it creates individualised strategies to ensure that the client’s Wade Herbert: Most Influential Wealth Management CEO With offices across Colorado, Kansas, and Missouri, RMW (Rocky Mountain Wealth) Advisory Group LLC delivers financial services like estate planning, investment advice, and financial strategy solutions. At the helm of the group is CEO and Wealth Adviser Wade Herbert, who has recently been named Most Influential CEO 2023 - Denver (Wealth Management) as part of the Most Influential CEO Awards. goals are always prioritised. Lastly, it delivers comprehensive financial management, addressing the client’s every need. Following an impressive 30-year career in the financial industry, Wade Herbert joined RMW Advisory Group in July 2021 as the Senior Vice President of Business Development. Now, having overseen the significant expansion of the organisation through acquisitions as well as the growth of its partner firms, he serves as its esteemed CEO. Since his career began in 1989, Wade has gained extensive experience and training in his field, working his way up to managerial positions. His licenses include the Series 24 - General Securities Principle, Series 26 - Variable Contracts Principle, Series 51 - Municipal Fund Securities Principle, and Series 7, 6, 63, and 66. He also has his Property and Casualty license and is permitted to conduct business in all states. Furthermore, Wade has completed his Financial Advisors Training Systems, Sandler, Tracy, Cotton, Blanchard, Kinder, Cates, Hopkins, and Covey, making him an incredible asset to the RMW Advisory Group team and to any prospective advisors looking to grow their business. In his work, Wade demonstrates a commitment to creating companies that operate based on sincere passion for financial planning, clients, and the community. This ultimately enables both clients and advisors to achieve their goals. For his excellent leadership at RMW Advisory Group, Wade Herbert has been awarded Most Influential CEO - Denver (Wealth Management) in the Most Influential CEO Awards 2023. Considering his impressive achievements thus far, there is no doubt that Wade will continue to succeed in the years to come. We wish him the best of luck in all his endeavours. Contact Details Contact: Wade Herbert Company: RMW Advisory Group LLC Web Address: www.rmwadvisorygroup.com Oct23630 E
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