Gemma Ray’s Post

The unfolding challenges at St. James's Place (SJP), including customer complaints, financial redress allocations, and the significant debt burden faced by many of its partners, underscore the critical value of branding and the autonomy it can provide. When a brand fails to align with personal ethics, objectives, and interests, partners of SJP face a formidable quandary. The barriers to departure, such as exit fees, contractual terminations, and the necessity to settle increasing debts, position them in a precarious situation, making it challenging to sever ties. This predicament potentially in my opinion creates a significant conflict of interest. Partners may find themselves obligated to support a brand they no longer have faith in, compromising their integrity and the trust they share with their clients—a cornerstone in financial services. This issue is particularly acute for newer advisers contemplating a lengthy career, as it could severely restrict their professional development opportunities. In essence, this situation for me highlights the importance of carefully considering any commitments that could prove difficult to disentangle from, emphasising the need for foresight in professional affiliations. Just my thoughts, but what do you think?

What are the common types of advisors, and how do they differentiate from introducers? We often encounter misunderstandings about the role of an advisor and how it differs from that of an introducer. In the following article, we will discuss the most common types of advisors we encounter and distinguish the roles as clearly as possible. Visit https://lnkd.in/eQnFRDn5 to read the full article. At Gessler Capital, we are dedicated to providing top-notch solutions to help grow your business. We look forward to hearing from you. Your Gessler Capital Team René Prince Olivier Suter Sergio Soler Vincent Gessler #GesslerCapital #CreatingGrowth #Guernsey #Luxembourg #Switzerland #Liechtenstein #Malta #Ireland #Securitization #Assetization #FundSolutions #Tokenization

Navigating expansion from NY to Miami, Jersey, and Washington – the journey of growth is on! 🌐📈 Join us on this exciting venture as we build the infrastructure for success.  #BusinessExpansion #GrowingBrands #InfrastructureMatters #NewLocations #BusinessJourney #StrategicGrowth #BrandDevelopment #MarketExpansion #CorporateExpansion #BusinessUpdates

🚀🌸🍃🌟My biggest takeaway from Hunter Thompson 500k in 5 days challenge is that fostering healthy, genuine relationships with our potential investors and investors is an enormous part of making deals. Connecting on a genuine level is crucial to dealmaking. Our investors are also humans with stories driving their “why.” It’s important to connect to that story, to them, and show up with heart—not just piling on deals but with genuine interest. This connection builds confidence, knowing that our deal will make a positive impact. The end result is so much sweeter when our investors feel seen, and when there’s a powerful purpose to what we’re doing, it’s more than a transaction.🌸🚀🍃 #500kin5dayschallenge

First National Real Estate’s new Chief Executive Officer, David Edwards, believes there’s a simple, but crucial difference between the seemingly similar concepts of cooperation and collaboration. Read more: https://elite.ag/fs71qu #realestate #eliteagent #eliteagentmag #realestateagent

How do you find success when your boss is also your mom? Bart Egnal understands this challenge all too well. He is the CEO and Owner of The Humphrey Group Inc., the company I founded 37 years ago — and he is my son. (See this photo from my retirement party, when Bart officially took over.) The first time I promised to let him run the business, I pulled back control before he even had a chance to begin. As a mother, I wanted to support him through any hurdle. But as the CEO and Founder of THG, I saw that my company was facing challenges I could best solve — so my business had to take precedence over my family. In our fifteen years of work together, we faced countless moments where finding the equilibrium between family and business seemed impossible. Despite the many privileges of family-owned businesses, this is a challenge that all seem to face. In my latest Fast Company article, I interviewed Bart about the challenges of working together and how we made it work. Read his five rules for overcoming family business challenges and how to turn them into win-win scenarios: https://lnkd.in/dpR6GX8p

This window used to look onto a patio. It's on the wall where my living room will be, we're keeping it... building something new... When you build something new, be it a building, an extension, a business... and have a foundation - an earlier building, a previous business, a team - why obliterate what was, just because convention suggests you should? If it isn't broke don't fix it - sure, but more than that. Don't destroy character... changing culture is fundamental, and fundamentally difficult, but the emphasis MUST be on CHANGE... not obliteration or bulldozing, bricking up, covering up... or whatever. Keep the character, the characteristics that are unique, keep the quirks, avoid a faceless business, a building of square boxes. It's harder, but worth it, nicer to live in, nicer to work in... Are we still talking about a window? #business #change #culturaltransformation Wilson Browne Solicitors

Looking forward to joining this panel. If your business is on a growth path and you're thinking about raising capital or what an exit might look like, please reach out as this session might just be what you need to hear!

Understanding each team member's personal goals and aligning them with the company's vision is fundamental. To me, creating an environment where personal and professional lives complement is a priority. This alignment fosters loyalty and drives our collective success. Learn more about Alliance’s company culture at https://brnw.ch/21wGhW0 #Alliance #BenReinberg #CRE #commercialrealestate #realestateinvestment #investing #profitgeneration #medicaloffice #investingstrategy

At Penn Foster, we understand that boosting your teams’ knowledge and skills is important. We also understand that flexibility is also important. That’s why we’re here to help your team succeed. Learn more about our programs here: https://hubs.ly/Q02Q_sN50