Bailard, Inc.’s Post

"I don’t say I’m so busy I say my life is so full!" - was the response when I asked Lydia Hawthorn how she manages to juggle everything. She can explain her journey much better than I can. So if you want to learn some practical tips to support D&I, the value of different perspectives and much more - from someone who loves what they do then check out the link. Full transcript to follow.

I love it when clients experience… …a transformation in how they THINK about and how they USE this tool of LinkedIn. If you’re an owner or leader, you should absolutely care about how your team looks on here. Randolph also shared, “I know that Green Arrow Financial® is one of the top advisory firms in the country, but I realized that not everyone else knows that yet…You helped us reflect the entity that it is and since then, we’ve made the Forbes recognition list several times.” 🎉 YES. He also shared with me the significant revenue impact of the work we’ve done to his business, but you can ask me about that in a DM. I love working with leaders and teams who want to level up. Reach out if that’s you and let’s explore in a conversation. #clientwin #testimonial #profitableimpact

A fear of public speaking is also known as 'Glossophobia'; enjoying the process should be known as 'Delusion'! Yesterday, I participated in my first session of the Fidelity Investments 'Speaker's Club'. It's goal is to help associates alleviate any anxieties by repping the process. Through this program, I will gain a better understanding of what makes a strong public speaker. It will also provide me with presentation experience, techniques, and overall better insight. During the course of the next 6 months, I might even become a bit 'delusional'. #FidelityIreland #FidelityAssociate #PublicSpeaking

It's not too late to join today's SCOR Live Session and dive into the future talent needs of the (re)insurance industry! Because, let's face it, (re)insurance isn’t exactly known for being "sexy." But the truth is that the industry is buzzing with innovation, offering a dynamic professional environment and endless opportunities for career and personal growth. Register now to learn why it's important we change this narrative to attract the top talent of tomorrow – and how we can do that! 🔗 https://bit.ly/4evo3kJ

Here are 3 key things I learned from the Silver Lining virtual SLAP Bootcamp:   1. It’s okay for our business image and ideal customer to evolve every year (honestly this felt like a growth moment in our business).    2. Learn to protect your time.   3. Commitment is a choice.   In case you missed it, the SLAP Bootcamp was a 3-hour virtual event to help you build a 1-Year Action Plan for your business, including setting your financial goals and building your sales, and marketing plan to find new customers. #GrowYourBlackBiz and ensure that you are profitable, sustainable, and thriving!    Don’t worry you still have a chance to sign up and receive a spot in The American Small Business Growth Program powered by Silver Lining and supported by Wells Fargo. Apply here: https://lnkd.in/gBCEsbgE  

It’s nine months since we became a B Corp. This short video tells the story of our work across our three pillars of impact: 💡 Diversity, equity and inclusion ✏️ Education and empowerment ✅ Community and Social Impact. It feels good to be doing so much in the field of impact but it also makes good business sense. Bohill Partners has experienced significant growth since we prioritised these impact values. Coincidence? I think not…

Invest in your team By investing in the professional development of your team members, you are not only empowering them to grow personally but also equipping them with the skills and knowledge necessary to contribute to the financial success of your agency. Encourage your team to think like mini business owners by instilling a sense of financial awareness. Help them understand how their individual actions and decisions impact the overall financial health of the company. Educate them on key financial metrics, such as revenue, expenses, and profit margins, and how these numbers translate into real-world outcomes. By fostering a culture of financial awareness, you are creating a team of individuals who are actively engaged in the financial success of the agency. They will be more likely to identify revenue opportunities, cost-saving opportunities, make informed decisions, and take ownership of their work. Remember, your team is your greatest asset. By investing in their professional development and fostering a culture of financial awareness, you are setting your agency up for long-term success. https://lnkd.in/g27R3B6p #KMint #ShowMeTheMoney #KMintProfitAcademy #TheNetworkOne #IndieSummit

Invest in your team By investing in the professional development of your team members, you are not only empowering them to grow personally but also equipping them with the skills and knowledge necessary to contribute to the financial success of your agency. Encourage your team to think like mini business owners by instilling a sense of financial awareness. Help them understand how their individual actions and decisions impact the overall financial health of the company. Educate them on key financial metrics, such as revenue, expenses, and profit margins, and how these numbers translate into real-world outcomes. By fostering a culture of financial awareness, you are creating a team of individuals who are actively engaged in the financial success of the agency. They will be more likely to identify revenue opportunities, cost-saving opportunities, make informed decisions, and take ownership of their work. Remember, your team is your greatest asset. By investing in their professional development and fostering a culture of financial awareness, you are setting your agency up for long-term success. https://lnkd.in/g27R3B6p #KMint #ShowMeTheMoney #KMintProfitAcademy #TheNetworkOne #IndieSummit

We are here to help you shine! Does this sound exciting? Or maybe a little daunting? With your incredible skills, there's no need for a Plan B. Soon, the spotlight will be on you - all you need to do is step up and claim it. Once you do, everyone will recognize your value and know who you are. Whether you crave recognition, or simply want to feel valued, seen and heard, we're here for you. Come chat with us - we're your advocates, your champions, and we'll be with you every step of the way! #wealthmanagement #financialservices #financialadvice

⭐ Rising Star Spotlight | Morgan Merriman ⭐ Morgan took a leap of faith during the pandemic that has turned into a thriving career he loves! Learn more about Morgan's story and how is creating relationship based business in the October issue!