hlpy’s Post

This is the season for appraisals and hikes, so it is the best time to show everyone your best side at work and prove yourself, here are some ways to increase your productivity and impress everyone around you. #productivity #salary #appraisals #hike #appraisal #ideal #employeeengagement #taskmanagement #timemanagement #beaninfosystems #beaninfosys

Hi LinkedIn!👋🏻 This post is specific to Financial professionals! In this Loom (my first loom post, be nice, haha), I wanted to share with you what a consumer would experience when approaching our plans. We take them through a questionnaire, validate their cell phone number, and provide them with a retirement score. Our program ensures that they are exclusive to you, allowing you to build relationships and connect with them at your convenience. Watch the video to learn more! #financialadvisor #insurance #financialplanning #retirementplanning #investing

NEWSLETTER – BUILD YOUR BUSINESS WHILE ON VACATION: If you have the right people and the right processes in place, you should be able to take vacation without a major disruption to your business. Show your people you have confidence in them, and I’m betting they will prove you right! https://lnkd.in/grAXBGmy #mergersandacquisitions #mergersacquisitionsdivestitures #businessbrokers #businessbrokerservices #team #sellyourbusiness #sellersmarket #experience

"Happy New Financial Year! As we embark on this new fiscal journey, let's set our sights on fresh opportunities, innovative strategies, and impactful collaborations. Here's to a year of growth, prosperity, and success! #NewFinancialYear #FreshStart #Opportunity" | Sunstone | Harmeet Kaur

Why a company's good reputation benefits investors 🌟: As Aussie firms like Woolworths and Qantas prioritize community impact, they attract customers, talent, and investments, boosting growth and dividends. Come and see what happens when the precision of accounting and foresight of financial planning collide. Get in touch 👇📞 https://lnkd.in/d-YTfPdr . . #CorporateReputation #InvestorInsights #AusBiz #financialplanning #morningtonaccountant #financialadviser #wealthmangementmornpen #assetprotectionmornington

Are you in a rhythm? Is your team in sync? “Rotating days off, new staff, delays in reporting, last minute events, delivery errors, compliance priorities, illness”…you name it there is a curve ball for operators every day of the week. FY25 should be an opportunity, not a challenge. Harmonise your People, Process and Product to ensure financial success.

Ever notice how planning a family vacation doesn’t feel like much of a vacation? But if you can plan the menu, the packing, and the excursions for your family’s “relaxing” getaway, then budgeting with your financial wellness in mind will seem refreshingly straightforward. See how Lincoln’s resources and tools can help: https://lnkd.in/e7XcHMjh #WellnessPATH #FinancialWellness #WorkplaceSolutions

Traveling for Thanksgiving? Check out these packing tips to avoid dragging a heavy suitcase around. When you return, let Henssler Financial help you 'pack' the right financial strategies for a lighter, brighter tomorrow! #TravelLight #ThanksgivingTravel

🐣🌟 How to build “nest eggs” this Easter and create more time to do what you love?🌟🐣 As we enjoy the long weekend, it's natural to reflect on what really matters to you and what needs to change. For many business owners it may spark thoughts of a different kind of freedom: the freedom to exit their business on their own terms and take back time to do what they love. An Employee Ownership Trust (EOTs) is an increasing popular exit mechanism. A sale to an EOT can allow business owners to easily peel off the foil on the nest egg they have been building and access the value. The flexibility of an EOT means they can retain involvement and influence. The effective 0% tax rate on a sale to a qualifying EOT maximises the funds that can be put into enjoying what you love (including, but not limited to, large amounts of Easter eggs). Of course, EOTs should not be all about the vendor. They offer a unique opportunity to build “nest eggs” for employees, ensuring their hard work contributes directly to their future prosperity. This in turn can strengthen the business itself, creating a legacy. So, as we enjoy this this long weekend, keep in mind the power of EOTs and how they could be a route to you spending next Easter doing more of what you love. Please contact me if you want to discuss. #EmployeeOwnershipTrusts #ExitPlanning #FamilyTime #NestEgg #Easter