KOPPLIN KUEBLER & WALLACE’s Post

In the 2024 Q-2 edition of the "From The President's Chair" Quarterly Update, JGUA President & Chief Operating Officer Jason Nickerson, CFP®, EA sits down to discuss the start of 2024, his message heading into Q-2, his biggest takeaways from Q-1, a leadership change in the Rhinebeck branch and more! Check out the full interview using this link: https://lnkd.in/gzwXv7-7 #WealthManagement #FinancialPlanning #Finance #FinancialAdvisor #President #COO #CertifiedFinancialPlanner #EnrolledAgent #QuarterlyUpdate #CommunityEducation #FinancialEducation

This is really exciting!! 🥳🤩 If you’re a finance professional in the North, and you want a chance to come together with those in similar roles/professions, this is an event you don’t want to miss. Book your place using the link below ⬇️ and don’t miss it! ✅ PIB Insurance Brokers #insurancebroker #financesummit #financedirectorconnect

Personal finance management should not be a social media activity; for a multitude of reasons. This article doesn't go for enough in persuading young adult the proper way to budget. I strongly suggest recommending friends to find a financial professional who earned the ChFC or CFP credentials through The American College of Financial Services. It's easy to do using https://lnkd.in/erJAk7cj #budgetingtips #leadership #solutionary

These six timeless rules about money have stood the test of time and are relevant for all business leaders, no matter your background or industry. Read more: https://hubs.li/Q02Ly7vP0 Post written by 📈Chad Willardson, CFF®, CRPC®, Forbes Councils Member.

Your personal financial wellbeing is as key to the success of your company as your leadership skills. We often advise and support company directors at the same time as looking after company finances.  https://lnkd.in/d3kD2jYA

⚽ The #Euros kicked off this weekend with In preparation for the footie, The CFO investigated whether there was any benefit of financial leaders taking a leaf out of these football teams' playbook. Turns out, there are more similarities between cash flow and how to take the perfect penalty than one might think! 👉 https://lnkd.in/ediPqkeY #Euros2024 #FootballAndFinance #CFOInsights #FinancialInnovation

This is what staying dedicated for over 25 years achieves. Most people nowadays don't have the staying power, agility and mindset to weather the inevitable storms of a profession, business or any chosen field for 25 years. Most want the success NOW and get depressed when things are not going as fast as they dreamed. Most successful entrepreneurs will confirm that part of the keys to success are, discipline, consistency and the mindset of "solving problems". For me this piece highlights the importance of GROWTH in all aspects of life and business, without it you remain STAGNANT and ultimately both will reflect your level of joy (satisfaction) or misery (discontent) with the life you live.

Zachary Bloemen went from serving his country to building a thriving career helping financial professionals succeed. His journey shows that leadership and dedication can take many forms.   Interested in growing your business while making an impact? Read Zach’s story and see how 1847Financial supports growth and success for professionals like you.   Read more in our latest blog: https://lnkd.in/gmGTaEBH #1847Financial

🚀 Resilience and Recovery in Construction: A Path Forward 🚀 Today, Laing O’Rourke’s newly published accounts reveal a beacon of hope for the construction industry. Despite recent challenges, this firm has shown remarkable recovery and resilience. 🌟 Their journey highlights a powerful lesson for all of us in the sector: with hard work, strategic focus, and relentless determination, recovery is not just possible—it’s inevitable. Here’s what we can learn: Embrace Innovation: Adapt to new technologies and methods. Foster Team Spirit: Collaboration drives success. Strengthen Client Ties: Exceptional service builds trust. Manage Finances Wisely: Align decisions with long-term goals. Stay Resilient: A positive outlook helps navigate tough times. Let’s draw inspiration from Laing O’Rourke’s success and build a stronger future for our industry! If you would like to read there story: https://lnkd.in/esTA3TJ8 #Construction #Resilience #Innovation #Teamwork #Leadership #Recovery #themechanicalandelectricalrecruitmentspecialists

Do you think South Africa’s #FinancialProduct providers do enough to promote truly independent financial advice?   This was the lingering question as I closed my latest contribution to FAnews Magazine-Online titled ‘SA well-positioned for financial advice excellence’. Though to be fair, the piece was more upbeat than my LinkedIn lead suggests.   My newsletter was informed by presentations to the 35th annual The Financial Planning Institute SA 2024 Professional's Convention, where industry leaders emphasised the role of the Certified Financial Planner (#CFP) designation in improving the financial wellbeing of clients.   Kirsty Scully CFP® and FPI chairperson, reminded us of the growing global demand for financial advice. She quoted a global study that showed that “98% of people trust their #CertifiedFinancialPlanner to act in their best interest.”   This trust underscores financial planners’ collective responsibility to maintain the highest standards of professionalism, always.   The star guest on the first day of this two day convention was Jeanette Marais, CEO of Momentum Group Limited, who offered a wealth of advice, including: “Being a leader in your business is an infinite game” and “Our industry is too complex; I dream of the day when a contract to a client has one page, in big print, that says, ‘here is the fine print, read this page, it is all you need to know’.” You can read more of Marais’ insights online: https://lnkd.in/dGbVxcAp   #FinancialPlanning #CFP #FPIConvention #Leadership #ClientSuccess #FinancialAdvising #FinancialAdviceProfessionals #FinancialAdviser #FinancialPlanner Kobus Kleyn CFP® . Nici Macdonald, CFP® FPSA® Lelané Bezuidenhout CFP®