Landmark Financial’s Post

Join our webinar on 5th December 'Beyond Inheritance: Taking the Rising Gen on a Journey to Leadership and Legacy'. See registration details in the link below. #familybusiness

Count down to our webinar focusing on the Rising Generation of Family Businesses begins… Even if you can’t make it, (we all know how busy December can get) please register as you can then access the recording. Kirsten Taylor-Martin Grant Thornton Australia #familybusiness

Please join my colleagues Kirsten Taylor-Martin and Ioly Kisin who will be discussing such an important topic for family owned businesses - educating and supporting the Rising Generation to set them up for success. Webinar is on Thursday 5 December from 12pm - 1pm AEDT. Details of registration below. #familybusiness #nextgeneration

Great things can only happen when these two come together, Dean Zayed, JD, LLM, CFP, and Jim Bowen, CEO, First Trust. Thanks, First Trust for the valuable partnership and the incredible conversations at your Holiday Financial Forum about how we can work even closer to reach new heights in 2025! 🚀 There is power in partnership! 🤝 #financialexperts #leadershipinsights #firsttrust

🎉 Celebrating 5-Star Reviews! 🌟 At Golden Tree Wealth Partners, we strive to make a positive impact on every client, and there’s nothing more rewarding than hearing about the difference we’ve made in your business journeys. We're thrilled to celebrate some recent 5-star reviews and testimonials that highlight the value we bring to the table! Here are a few standout quotes that truly motivate our team to keep pushing the boundaries of excellence: 💬 "Professionalism and expertise beyond expectations. Golden Tree Wealth Partners has been pivotal in our business success." 💬 "Their insights into market trends and financial strategies have transformed how we operate. We’re now scaling faster than ever." 💬 "Working with Golden Tree Wealth Partners was a game changer. They helped us navigate through complex financial decisions with ease." We’re grateful for the trust our clients place in us, and we’re committed to continuing to provide top-notch financial services that deliver results. A huge thank you to everyone who has shared their experience with us! 🙏 We look forward to many more successful partnerships in the future. #5StarReviews #ClientSuccess #GoldenTreeWealthPartners #BusinessGrowth #FinancialExcellence #CFOAsAService #ClientTestimonials

🎓 𝗚𝗼𝗼𝗱 𝗟𝘂𝗰𝗸 𝘁𝗼 𝗔𝗹𝗹 𝗔-𝗟𝗲𝘃𝗲𝗹 𝗦𝘁𝘂𝗱𝗲𝗻𝘁𝘀 Today’s a big day for everyone receiving their A-Level results. No matter the outcome, remember this is just the beginning of your journey. You've worked hard, and your future is full of possibilities 🚀 From all of us at Kate Bailey Financial Planning Ltd, we wish you the best as you take your next steps. Good luck! #financialadvice #financialplanning #resultsday

What a fantastic day at the Humans Under Management conference at the prestigious Royal College of Physicians in London! 🎉 It was great to connect with our peers and absorb so many valuable insights on financial planning. Here are some of the key takeaways from today's sessions: 📌 Empathy in Financial Planning – Understanding clients on a deeper level helps us support them through life’s complexities. Our role isn’t just about numbers; it’s about truly listening and meeting them where they're at. 📌 **Behavioral Finance** – The sessions on behavioral finance were inspiring. They underscored how crucial it is to consider clients' emotional responses to money. Embracing these psychological aspects allows us to provide even better advice. 📌 **The Importance of Real Conversations** – We discussed how authentic, vulnerable conversations create trust. The most impactful financial planning happens when we connect as real people, not just as advisors and clients. 📌 **Legacy & Values** – Financial planning is about more than just wealth; it’s about helping clients create a legacy that reflects their values and dreams. Grateful to have spent the day with my wonderful colleagues – Jordan Reid, Stephen Page CFP, and Tina Weeks who made the experience even better. Here’s to implementing these insights in our daily work and continuing to elevate the mighty financial planning profession! #HumConf #FinancialLifePlanning #RoyalCollegeOfPhysicians #ContinuousLearning #Teamwork #ClientCentered

I see the big impact small businesses have on their employees, communities, and the economy every day. Having the opportunity to help them reach their financial goals is an incredibly rewarding part of what we do at Principal Financial Group. Let's celebrate big this month, and all year! #SmallBusinessMonth

This is why we do what we do ⬇️ Creating a collaborative partnership 🤝 with our clients means we are there to support them as they move through different stages of life and business. It’s not transactional and it’s not about simple order taking. Working with business owners brings nuances to the planning (not just tax structuring!), but if your advisers understand your business as well as your personal position and priorities, they can protect your family's prosperity, whilst empowering your business ambitions. Ensuring the two go hand in hand is key. Hear what our clients say about our approach 📺 https://lnkd.in/enQuVd-e And find out more about how we support #businessowners in successful outcomes throughout their journey ➡️ https://lnkd.in/etfsjcps #financialplanning #wealthmanagement #businessadvice #forvismazars Amanda Dagg

“If you can’t explain it simply, you don’t understand it well enough.” — Albert Einstein Financial planning can, at times, come with jargon and complexity. I’m pleased to have been able to help this client distil tricky concepts into clear information. I look forward to continuing to work with him in the future. #clientreview #pensionplanning #testimonial