Adviser of the Year Award
Adviser of the Year Award
I wanted to take a moment to share some news with you — news that I truly feel belongs to both of us. Back in February, I attended our licensee's National Adviser Conference. I was honoured (and surprised) to receive the Templestone Financial Services Adviser of the Year award for 2024. I really struggle with self-promotion so it's taken me a few months to build up the courage to send this out. However, it doesn't change the fact that to say I’m humbled is an understatement.
The criteria for this recognition are compliance, supporting fellow advisers, business growth, and maintaining a positive outlook. They are things I’ve always tried to uphold, but the reality is, none of it would have been possible without you. Your trust, support, and willingness to come on this journey with me over the past few years have shaped my business in ways I never imagined. I can't express how deeply grateful I am, particularly those of you who, in the early days of this business, believed in me and what I could create, before I had actually done it. Well, I've now done it, and this award is as much yours as it is mine. I consider you my friends and would like you to share in this award with me.
Rather than sending out this month’s Insight, I wanted to take a moment to share this milestone with you. Here are a few thoughts from the CEO of Templestone Financial Services, my licensee.
“I’m really pleased to share that Todd Conklin from Valo Wealth has been named Templestone Financial Services Adviser of the Year. Todd has consistently shown strong compliance, supported his fellow advisers, and contributed to the success of Templestone in a big way. On top of that, Todd ranked in the top five for advice volume across the group this year, which is no small feat. He’s a key part of our community, and it’s always a pleasure working alongside him. To see how he has organically grown and cultivated his business from nothing to what it is today is very inspirational. And knowing Todd, he's only just getting started! Congrats, mate!”
I look forward to continuing to serve you and to growing together in the years ahead.
So you can see the moment and perhaps feel a little more like you were there, below is a link to watch my 'acceptance speech'. It's only 2-3 minutes long, but before you click the link, please keep in mind this was never intended for reproduction and was for an audience of financial advisers. At the time, I didn't even know a colleague was filming it on their phone. It's unscripted, unrehearsed, and if you're wondering why we're wearing skirts, it's because it's a traditional Thai sarong we wore for the award ceremony (which was in Thailand!). Enjoy.
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