Reflections on 2022: Increasing What’s Doable







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To Our Shoppers and Associates of Abacus, 

2022 was a 12 months of development, influence, and continued power and resilience. Because the 12 months attracts to an finish, we need to specific our gratitude to you – our purchasers, colleagues, and buddies – for serving to us construct on the muse we name the Abacus group. 

This 12 months, your continued help and engagement helped us broaden our influence and do real good on this planet by professional bono alternatives and charitable donations, ongoing work on range, fairness, and inclusion, and our continued dedication to serving to remodel the world of finance right into a automobile for constructive international change. Your help 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. To this point, Abacus has hosted 10 interns by this system and employed three into our group. 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 the direction of selling range throughout the monetary companies career. 16 scholarships can be given out over the following 4 years.
  • Onboard over 120 new purchasers and provides voice to their finest hopes for securing their distinctive monetary futures. Many of those purchasers are referrals from you, our group, and we thanks to your belief in us. 
  • Full over 140 hours of professional bono monetary planning, whereas additionally increasing the content material out there 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 advantages from this transfer.
  • Mindfully and publicly use our voice, talking with purchasers, colleagues, and the monetary group in ways in which really feel genuine to our firm’s values.
  • Strengthen how our firm serves our purchasers and one another by improved definitions of position readability, accountability, and enhanced group communication.

Largely, we proceed working to go away 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 purchasers and unbelievable group members, nor the huge group of supporters and collaborators who come collectively to infuse the corporate with its authenticity and uniqueness. There may be merely no Abacus with out you. 

To every of you, we are saying thanks to 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 submit Reflections on 2022: Increasing What’s Doable appeared first on Abacus Wealth Companions.


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