Patriot Holdings’ Post

Trust is the cornerstone of every great team Trust is the cornerstone of every great company Trust is the cornerstone of every great relationship You know what isn't A fancy office A ton of overpaid useless executives Fancy coffee machines Fancy ties Fancy suits And the insane overhead that comes with it Before you start building a company, start building trust Overpaying useless employees costs clients billions of dollars every year Over paying for fancy offices cost clients billions of dollars every year I know, because I lived it and watched it for over a decade I got 0 help, but I got a ton of demands So Mr and Mrs Canadian client Is that how you'd want to be treated? Is that how you want your advisor treated? Is that how you want your money spent? If you're a client of a publicly traded financial services company, remember, you're paying for everyone else's fancy suits, ties, offices Their everything MCO Private Wealth Tired of seeing all the BS at clients expenses It's time for change The time is now The people below That's who I am building my vision for My past and my future Today, I am present And I'd be very scared of me, if I were another useless paid senior executive taking client money for personal gain #CFP #thetimeisnow #timeforchange

Not many Surveyors offer underground utility markout. Control Point Associates does. Part of the Evolution of Land Surveying. There are services like SUE that complement Surveying work on a property. This increases the value of the survey to the client. Already have a survey? SUE is also offered as a stand alone service. https://lnkd.in/ev7wsFFW #cpasurvey #controlpointassociates #evolutionoflandsurveying

Join Price Kong & Company CPAs for an informative presentation on how to prevent #fraud in the #workplace. Click below for more information and to register. #employeetheft #embezzlement #workplacefraud

So. Nick Skelly spoke today about this being his 11th(!!!) year at QED Legal LLP. And I thought I'd use that as a springboard to express what I feel this place is and can be. Toby Williamson made a conscious choice 12 years ago. Choice 1: Build an agency with the same old, tired commission structure. Where even your best consultants could only hope to take about £60k home in a great year. Pack it with as many consultants as he could and take it from there. Choice 2: Build an agency that rewards proper success. Where billing target lets you earn well beyond the national average and billing huge can take you past six figures in earnings. Hire strategically. Train well. Change lives. And he chose the latter. And it changed my life. And I think Nick would testify that it's done the same for him. And now, we get to carry that forward. And help the next generation of QED consultants change their lives in a hundred different ways. Some have already started to do that. It's incredibly exciting to watch happen. Because if you apply dedication, effort and focus you just can't fail here. Sometimes, it stops me in my tracks when I think about how lucky I've been to land this gig and I cannot WAIT to see what 2024 brings. #legalrecruitment #recruitment #recruitmentjobs #recruitmentcareers

Things to celebrate about #strata number 8. Diversity. Absolutely anybody and anyone can excel in strata management. The most successful practitioners can have the least expected pathways and the most unlikely backgrounds. Whilst it was once a career down-shift off-ramp for accountants, bankers, and other traditional ‘white collar’ roles, it’s now pretty much open to anyone and everyone. The most important ingredients I’ve found are enthusiasm, organisation (self) and curiosity. Most of the best strata managers I’ve worked with had no idea what strata was when they started. It was entry level admin and they were unstoppable once they learned the basics. Is this true for anyone else? #ownerscorporation #bodycorporate #property #stratamanagement

What I have learned after being impacted by a reduction in staff: 1. Patience is more than a virtue. It has to become a way of life. We apply. Wait. Interview. Wait. Email followup. Wait. Second Interview. Wait. Email follow up. Wait. Possibly more interviews, offer letter or not interested. Wait. Counter offer. Wait. Accept/Decline. Wait. Cycle resumes. How are you all doing? How many cycles have you been in so far? 2. Relying on others to Genuinely help is unrealistic. For example, requesting access to create a portfolio of prior work to demonstrate skills and competency immediately after being laid off to hopefully return to the job market prepared and ready to work! Or requesting timely communication on matters of importance about insurance coverage or severance pay distribution. Or anticipating that people actually want to see you do well, so they will speak your name and open doors in places where they are closed, instead of standing behind the closed door and propping a table against the handle! (lol, but no, this happens!) But then again, the fault is on us! We say. They say. Who knows?! We give our loyalty, time, best efforts, complete important projects weeks before deadlines, earn companies certifications and recognition nationally and internationally only to be impacted by unexpected laid offs with little regard for the employees' next step....because, well, we gave a severance and offered insurance coverage (at a ridiculous cost!). I would much prefer companies show how much they value their employees, and want to see them excel, and grow, and learn, and lead! Let's demonstrate the actual mission, vision and values by promoting from within, diversifying the leadership team and company paid leadership courses so at least more than 1% represents black and brown people, or gender neutral persons, or any actual human that qualifies as a diverse population to show inclusion, let's put away the intimidation practices, and connect with the employee to gain more insight on how the company can help propel you to the next step. Let's produce and retain high quality staff so when it's time for budget cuts, we find other ways to "skim the fat" because the employees are too valuable! Maybe the high six figure earners in the company can revisit if they need this amount of money, maybe a small percentage of a pay cut for a set period of time to retain more staff (like other CEOs, VPs, and leaders at other companies). But even more importantly, let's prepare ourselves to support employees during layoffs and realize that these persons need to make money just like YOU do to survive, sustain, and maintain their families and wellbeing. Let's help them find new jobs, let's connect them to networks and put them in the rooms to be invited to the table! I am disheartened by the practices of some companies, but I stand steadfast in knowing it may take longer than you or I planned, but "IT WILL HAPPEN"!

Our office is closed for Christmas / New Years. So, as per tradition, I'm here calling a couple people back personally just to see what's out there and get some first hand experience dealing with the masses. I have to say ... I have so much respect for people who answer the phones (including my colleagues)and have to deal with the people at large. Because the people at large are pretty shitty, dysfunctional, and maladaptive. Just a couple observations: 1. There are a WHOLE BUNCH of people out there claiming they were wrongfully terminated --- but you speak with them for 2 minutes and realize they are total jerks. And their termination probably had something to do with the fact that they're terrible people and nobody wants to work with them. 2. People at large today are just mixed up, angry, insecure, maladaptive, dysfunctional, and entitled. 3. Everybody wants to tell their whole, entire story. Not because that is necessary to facilitating legal representation. But because that makes them feel better. They want to explain every single detail. Every sling and arrow. Every cruel twist of fate. All sorts of background facts that are irrelevant. Maybe some lawyers and law firms indulge that sort of thing. I don't. We don't. Does that make me a bald-headed-jerk-faced meanie? Probably. Do I care? No. We reject 97% of all inquiries / cases / potential clients. We are not going to listen to anybody's entire story unless we are seriously considering their case. 4. I called 8 people back. The highlights: 1 was very nice. Black woman. Early 30s. Working class. Terminated within two weeks of going to corporate with concerns about race discrimination. Strong case. Super easy to talk with, well-organized, good at getting to the point, very appreciative. Optimal client. 1 was polite but obviously upset / stressed out over his situation. Clear wage theft but by a very small company that probably has no money/assets to collect. Polite but a bit gruff. No real beef with this because he's in a shitty situation. 1 was the CEO of a company calling on something non-compete / trade secret related - so totally different wheelhouse. Sophisticated, very nice, appreciative of the call back during this time of year. The other 5 were varying degrees of absurd. Some who insisted that I couldn't possibly understand unless I heard every detail. Several who got angry or offended when I told them that personality conflicts or interpersonal drama are not the same as, i.e., discrimination. Some who got really angry over that, told me I didn't understand, told me how dare I make light of their situation (by saying it wasn't illegal). One who told me, "If you want my case, you're going to sit here and listen to what I have to say.." Ha, no. No I'm not. One who screamed at when I told him that his case wasn't something we would pursue .. and told me I just missed out on the biggest case of my career .. This was a great experience but 8 was enough.

Happy to share my article from Leader's Edge, the magazine of The Council of Insurance Agents & Brokers, the insurance industry's premier association for the leading commercial insurance and employee benefits brokers including our firm, Risk Strategies Company. #DEIB #DEI #Belonging

Happy New Year! Here are some interesting stories of the top Employment Related Practices stories of 2023. You never know if something like this can happen to you as a business owner.

Day 1: 'Excited to work with you. Please start the work asap - we'll transfer you the money.' Day 4: 'Boss, don't worry. I'll get the payment transferred as soon as possible.' Day 8: 'Will get the payment done by Monday.' Day 13: 'A few of my payments are stuck, will clear your dues as soon as I get the payment. Day 17: 'Sir, I am out of town! Can you please wait for a few more days?' And the cycle goes on & on! As I come across more people in the corporate world, the more it solidifies my opinion that the work culture here in our country is extremely toxic. Clients do not value your work & do not consider it important enough to be professional in their dealings with you, especially when it comes to them paying the agency for its services. Wonder when people will realise that other people's time is valuable too.