Citywire New Model Adviser’s Post

💬 Let’s Talk About Money 💬 Money matters aren’t always easy to discuss, but they’re incredibly important to our wellbeing ❤️ Financial stress can cause a drop of 13 IQ points so it's key to have the necessary tools in place to combat financial stressors 💳 I believe financial empowerment starts with open conversations. That’s why we built Coach, a feature that connects people with personalised financial guidance, designed to make managing money less intimidating and more effective 😄 With Coach, employees gain: - Real-time support on budgeting, saving, and managing expenses 💷 - Personalised insights into their finances and actionable advice 👁️ - The confidence to make decisions that can lead to financial freedom 🌟 When people start discussing their finances openly, they’re more likely to adopt good habits, reduce stress and, ultimately, feel empowered. Let’s break the taboo around personal finance and start building better money habits together. With Wagestream Coach, we’re making financial wellness achievable for everyone 💪💸

There are clearly advantages of having multiple income streams such as greater financial stability, increased income potential, and professional and personal growth. However, the disadvantages should not be overlooked. They include increased risk and uncertainty, time and energy constraints, and overextension. Building a side business and having multiple streams of income is no longer a luxury. It's a necessity for anyone who wants financial security and long term stability for their future. Whether you work full-time, part-time, own a business or stay at home while your partner works outside the home, listen up! #incomeearnings #multiplestreamsofincome

📞Attention Financial Advisors. Stop chasing business, start building your practice. Life sq gives you the tools and support to grow your practice without the grind. Focus on what matters most. careers@life2.co.za https://www.life2.co.za/  #BusinessGrowth #LifeSQ #IdealLife

https://lnkd.in/gbzWWmqY Sharing a connection to Money Mastery with my network. I highly recommend Claire, an exceptional financial coach. Claire’s wealth of experience and passion for helping individuals and families achieve their financial goals is unparalleled. For my HR friends, consider incorporating financial wellness into your EVP or as an event on your employee wellbeing calendar. Financial stability is critical to overall wellbeing and offering financial planning services can significantly enhance employee satisfaction and retention.

BUSINESS OWNERS and anyone who has their own employees or a TEAM they care about: Would you like to provide some FREE financial education by hosting a Financial Wellness Workshop for your people? Here’s a link to see what I’m talking about: www.primericaworkshops.com

Explore the Importance of Financial Reviews in our "Finding Financial Freedom Series" this week! Why ask, ‘What is a Financial Review’? Join Samantha, our Managing Director, and Clodagh from CRAOI as they uncover why a financial review is essential for your financial well-being. Learn how it helps you evaluate your current financial status, set realistic goals, and develop strategies to achieve them. Investing just one hour in a free review could be the most crucial step you take towards managing your finances. A financial review offers clarity, boosts your confidence, and puts you in control of your financial journey. Don’t miss this critical tool for navigating your finances. Dive deeper into the details of financial reviews by watching the full discussion on the CRAOI Workplace Wellbeing app. Ready to take the first step? Sign up for a financial review here: https://lnkd.in/dKMXi-F8 Together, let’s prioritise your financial well-being and make your money work smarter for you! Sign up with Halpin Wealth Management | Learn more at CRAOI | Featuring Samantha Halpin & Clodagh Ryan #FinancialReview #FinancialFreedom #WealthManagement #CRAOI #EmployeeWellbeing #GetStarted #MakeYourMoneyWorkForYou #PrioritiseYourPeople

𝐃𝐨 𝐲𝐨𝐮 𝐟𝐞𝐞𝐥 𝐥𝐢𝐤𝐞 𝐚 𝐡𝐚𝐦𝐬𝐭𝐞𝐫 𝐨𝐧 𝐚 𝐰𝐡𝐞𝐞𝐥? Working harder but not seeing results? I've been there, stuck in the grind but not gaining financial freedom. That all changed when I learned to work smarter, not harder. I want to share my journey from feeling trapped to finally taking control of my profits. Break the cycle of endless work and start earning what you deserve! #FinancialFreedom #SuccessMindset #WorkSmarter

I talk to Financial Advisors around the country every day about their businesses. One of the biggest challenges I hear from RIA owners is transitioning the business away from "owner dependence" to building real enterprise value in the practice. From my experience, there are two root causes of that challenge: 1. The owner is often the one that brings all the business in. Very common in a 5-6 person practice. Natural prospecting/sales skills are rare, but they can also be developed. But many owners don't have the time, patience, or energy to teach/coach on these skills. 2. All fires are directed to the owner to extinguish. In this type of culture, employees and advisors are fearful of resolving their own routine issues/problems without sign-off from the principal. Classic micro-management - the "owner never takes a vacation" model. Tackling these two key issues is hard. But in many cases, it's also the difference between an 8-figure exit, and an underwhelming "wind-down" at retirement. #FinancialAdvisor #InvestmentAdvisor #WealthManagement #RIA #BusinessGrowth #ScaleUp #Sales #PracticeManagement

Thrilled to receive such positive feedback! 🌟 We're delighted to hear that our process felt like a breeze for you. Our friendly and respectful staff is dedicated to making every step smooth and stress-free. We understand the challenges of job transitions and are committed to finding innovative solutions without burdening you with excessive documentation. Thank you for recommending us highly; it means the world to our team! 🏡✨ Clients like you inspired "Financial Freedom: Building Personal Wealth Through Homeownership." Find it at www.GetEdsBook.com and start your journey. 📚💼 #HappyCustomer #SmoothProcess #HighlyRecommended #ClientTestimonial #FinancialFreedom"

Interested in having a Money Coach talk with your staff or team? Financially healthy employees are more productive, less likely to miss deadlines, and happier all around. Money Coaches Canada’s Steve Bridge, CFP® is a lively and engaging speaker, and thrilled to present Financial Wellness Talks for Your Team. See why bringing Steve in to talk to your staff about money is a win for everyone. https://lnkd.in/gxfvAbVi