July Business Services’ Post

Four of the most common reasons people enjoy working with me, are: 1. Peace of mind, knowing they aren’t making expensive financial mistakes 🤑 2. The weight being lifted after I help them do something they’ve meant to do for ages 🧘 3. I help them with what they didn’t know, they didn’t know - those unidentified financial risks 🛸 4. They want to outsource the stress and management, as it frees up their time and energy to do fun stuff ⏳ 🌊 This doesn’t even include my tendency to use GIFs to chase clients, or my sea analogies! 🌊 If you want to know more, DM me “Peace of mind” and I’ll share more info.

What would you do if given 12 months to live? 🤔 This article by Dan Solin caught my eye. It's a poignant read, shedding light on planning for end-of-life scenarios. Dan shares valuable insights on handling such challenging times. As financial advisors, we play a crucial role in supporting our clients and their families during these tough moments. Dan's perspective on "capitulating" to an illness instead of "fighting" it resonates deeply. It reminds us that some things are beyond our control. We can guide our clients in assembling the right team to manage administrative and financial matters, allowing their loved ones to cherish every moment. Let's continue to provide compassion and expertise as we navigate delicate situations with empathy and professionalism. #FinancialAdvisors #EndOfLifePlanning #SupportingClients #TeamCollaboration https://lnkd.in/edaTgQSW

Never underestimate the power of giving employees hope that their financial lives can improve and the peace of mind that comes with knowing that they don’t have to face their financial challenges alone. When employees have the support of a non-judgmental, empathetic financial expert they can trust, who will understand their financial needs and priorities, and help them connect with real solutions that address them, their mindset starts to change. That’s just part of what makes Brightside Financial Assistants so critical to how we improve the financial health of working families with Financial Care. Hear Erica, one of our valued Financial Assistants, explain her role in this short clip: https://lnkd.in/dPZyen7j #FinancialCare #FinancialWellness #FinancialHealth #EmployeeBenefits #HR #Benefits

At InTRUSTment Northwest, we understand that every financial decision is significant and requires careful consideration. Our management philosophy emphasizes a consultative approach, ensuring that each client's needs are met with thoughtful planning and oversight. Discover how our person-centered approach sets us apart at IntrustmentNW.com. #FinancialPlanning #PersonCentered #Consultation

For financial advisers only. Support the wellbeing of your clients with our Client wellbeing questionnaire. It’ll help you to be consistent when asking questions and formulating actions around vulnerability.  Get it here  #VulnerabilityMatters #JustVC #FinancialVulnerability            

#linkedIncommunity question: What's one piece of advice you could give to a young professional getting started on their career to help them avoid some of the pitfalls you've experienced? No right or wrong answers here... just passing on hard-earned wisdom! Let's go 🙂 ----- #mindsetofgreatness #inspiringeachother #payrollminds #lifelessons #careeradvice #payrollprofessionals P.S. I'll leave mine in the comments at the end.

Fast Results. Guaranteed. It begins with a conversation with one of our experienced staff members. They will discuss how we work and detail our full process. We’ll leave no question unanswered. https://nsl.ink/efCF

What tool could make a real difference to your client interactions? Find out at our Tools & Tactics with IFW board member AND financial wellbeing coach Lorraine McFall, and her guest Cameron Waldron at 9.30am on 20th June. Cameron will share a tool developed to ‘Empower clients to take control of their Consumer Duty rights.’ Your learning outcomes: ⭐ Understand the difference between self-directed and directed financial wellbeing ⭐ How evidenced based psychometrics can measure the impact of potential vulnerability ⭐ How a client driven process helps advisers meet client "value for money" consumer duty requirements better There will be time to share your own questions, experiences & viewpoints. Not yet an IFW member? Come along once for a free taster before joining us. Book here: https://lnkd.in/eAQq-ayE #financialwellbeing #ConsumerDuty #wellbeingmatters #valueformoney

Are you a People Pleaser? If you are, it will get in the way of you being an effective financial advisor. Let’s start with what a People Pleaser is, lest we be unclear. A People Pleaser is someone who cares more about making people happy than almost anything else. They don’t want to make anyone mad or upset. They don’t want to cause conflict. They want to make people happy, but if they can’t do that, they definitely don’t want to make them unhappy! I am not a psychologist, so I won’t opine the reasons people become People Pleasers, but I will attempt to bring attention to the challenge it causes for the afflicted. This is our topic this week. Head over to the #IntentionalInsiderBlog for more > > https://buff.ly/3usQ5bS #TheIntentionalAdvisor #AdviceBasedPlanning #IntentionalInsiderBlog #PurposeDrivenPractice #PeoplePleaser #FinancialAdvisor #FemaleFinancialAdvisor

It can be overwhelming to receive numerous connection requests from financial advisors. As someone with a family member in the industry, I understand the importance of building a strong network of trusted professionals. However, it's important to be mindful of the connections we make and ensure they align with our personal and professional goals. And on this one, I'm covered!