Saturday, May 27, 2023

Reflections on 2022: Increasing What’s Doable


Grass on beach

To Our Purchasers and Pals of Abacus, 

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

This 12 months, your continued help 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 car for optimistic 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. Thus far, 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 variety throughout the monetary providers career. 16 scholarships shall be given out over the subsequent 4 years.
  • Onboard over 120 new shoppers and provides voice to their finest hopes for securing their distinctive monetary futures. Many of those shoppers are referrals from you, our neighborhood, 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 shoppers, colleagues, and the monetary neighborhood 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 position readability, accountability, and enhanced group 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 unimaginable group members, nor the huge neighborhood 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.

Abacus company photo

The submit Reflections on 2022: Increasing What’s Doable appeared first on Abacus Wealth Companions.


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