Did you change jobs or retire in 2024? Has your current financial team let you down? If you have $1mm or more to invest, consider reaching out for a complimentary review! We turn portfolio reviews around in 48 hours, there is never a cost or need for PII, and we'll give you a copy of the report! We're always thankful for the chance to show off the SJG experience. Send a message or text 703-205-0407 to get started.
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Assets vs. Liabilities: A Quick & Simple Breakdown! Confused about the difference between assets and liabilities? Don’t worry, we’ve got you covered! In this short video, we’ll break it down with easy examples to help you master your money like a pro. What you’ll learn: ✔️ What assets are (hint: they put in your pocket!) ✔️ What liabilities are (careful, they take out of your pocket!) ✔️ How to balance the two for financial success Hit play and become a financial wizard in less than a minute! Follow @AFPJobs for more finance tips, career advice, and job search insights. #AssetsVsLiabilities #MoneyTips #FinancialSuccess #AFPJobs
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Embracing Change in Financial Services Making a career shift within the financial services industry has been an incredible journey so far. One thing I've learned is that your track record matters—a lot. ie Production, performance, team size if you are a builder, personal cash flow. It’s a testament to the value you bring, the trust you build, and the expertise you accumulate over time. But unlike the corporate world, where incentives and bonuses are often tied directly to performance metrics, financial services is different. Success here doesn’t always come with instant rewards. It’s more about the long game—building relationships, securing the best outcomes for clients, and staying committed to their financial goals. If you're in financial services or considering making the move, keep in mind: the rewards come, but they’re often in the form of trust and long-term success, not just bonuses. Check out our incredible interactive tool https://lnkd.in/g6V7QBta #FinancialServices #CareerShift #LongTermSuccess #TrackRecordMatters #ClientFirst #MGA #IMO #experiorfinancial
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Don’t make the leap without a plan! Check out our latest blog post for tips on how to ensure a smooth transition to your next chapter. From financial prep to professional exits, we’ve got it covered. Read our article here: https://bit.ly/4g8Uwh7 #CapacitaConsultants #CareerTips #JobChange #ProfessionalGrowth
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✨ 2025 is here! What are your goals? Why not make one of them: ✅ Building a meaningful and rewarding career ✅ Achieving financial independence ✅ Helping others reach their goals 💡 Begin your journey with us as a Financial Wealth Planner. Message us or email your CV now! #NewYearNewGoals #FinancialFreedom #WeAreHiring
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As we navigate our careers, it's important to remember the responsibility we have for the income we generate. Every dollar earned is a result of our hard work, skills, and dedication. Let's strive to make wise financial decisions and always aim for growth and success in all that we do. . . . #financialresponsibility #hardworkpaysoff 💼💰🌟 #CareerGrowth #FinancialSuccess #IncomeResponsibility #SmartMoneyMoves #ProfessionalDevelopment #WealthBuilding #FinancialWellness #CareerSuccess #PersonalFinanceTips #MoneyMindset
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Asking for a raise can feel intimidating, but it’s a key to climbing the career ladder and financial stability. Luckily there are specific steps and strategies you can follow to help you feel more confident and successful when asking for that raise. https://bit.ly/3UdNA9H #BuiltByGirls #PayRaise
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-Is it still worth it to keep the job for $350 a month if it's not compensating you and your family well? -It's essential to find a balance between doing what you love and being fairly compensated. Your passion is valuable, but it's also important to ensure financial stability for yourself and your loved ones. It might be time to reevaluate your current situation and explore opportunities that offer both fulfillment and adequate compensation. #JobSatisfaction #CompensationBalanced
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Are you ready to take your financial career to heights you've only dreamed about? Are you ready to earn a $100,000 or more this year? Before you reach out... ask yourself one last question.... Are you ready and willing to put the time in to make 2025 the highest paying year of your career thus far? If you have answered yes to each question, please comment: "I'm Ready" and I will send details.
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I was fortunate to receive valuable financial advice from a former bank MD, who shared three principles: 1. Avoid living in a company-provided house. 2. Avoid driving a company car. 3. Have a secondary source of income that generates cash equal to your full-time job. Your thoughts?
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This goes to show that Open To Work Linked In posts do work! 🤔 So do speculative but bespoke well researched applications. 👍 Congratulations to Robert McGeachie CeMAP on securing this exciting new role with Clear Cut Financial Planning This is great to see! 🤩 Another fab person who has self studied and worked so hard to transition into holistic financial planning finding their ideal role! 👍😊 Wishing you all the very best in your new role Robert! 👍😊👏 #advicegap #advisergap #opentowork #financialplanning
💎New Clear Cutter! 💎 Meet Robert McGeachie, our newest Client Services Associate at Clear Cut Financial Planning! 🎉 With 18 months of experience in mortgage advising and self-studying for the Diploma in Regulated Financial Planning (DipFA), Rob brings a wealth of knowledge to our team. Before his career in finance, he lived in the USA with his wife after both completing their teaching degrees. Rob is now excited to support our clients in meaningful ways and grow his career with us. We asked Rob a few questions about his time here so far: 👇 On the role: “I’m really enjoying it so far, Clear Cut has been very welcoming and friendly. After moving into our first house and changing jobs you can imagine it was quite stressful, however Clear Cut have really helped me settle in. Currently, I am focusing on learning my role as a Client Services Associate, which involves assisting financial planners with preparing for client reviews and providing ongoing support for our clients.” 👇 Best thing about Clear Cut: “Financial planning will be my long term career. Clear Cut highly values me as an individual and is committed in my professional development. This is really important for me and encourages me to challenge myself and keep learning so I provide the best service possible!” 👇 How he found us: Rob’s journey to Clear Cut started with a simple LinkedIn connection! Rob reached out to Rob Atherton, who is a big advocate for younger trainees and received guidance on career progression into financial planning and made a LinkedIn post that caught the eye of our team. Thank you to Dave Robinson FCCA APFS MCSI TEP LLAA IMC as well! With support and a few interviews later, Rob secured his place with us! We’re thrilled he took that chance, and he’s already making a fantastic impact! 💼✨ Welcome, Rob! We’re excited to see all the amazing things you’ll accomplish here! #careers #clearcutcareers
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