Spotlight Reporting’s Post

Learn more about Brittany Rain Tran, our Head of Customer Success 🤩 💜

Finished up a fabulous, exhausting, inspiring, rewarding week yesterday, with day 2 of our Unlocking Excelence programme with the insightful David Snelling - The Expat Financial Planner and James Allen ACIArb. Such an inspiring way to finish the week- with new found understanding of: ➡️ What great listening really looks like and the impact it can have ➡️ How untrue assumptions can be so limiting (and how we can change that). And new insights into past client conversations through fresh eyes (with an understanding of what could be done differently next time). Thank you David and James- it was a real pleasure! Good luck with your practice and I can’t wait to see you both again in November ☺️ ____________________________ How can learning to listen deeply support others to think more fully, deeply and richly about their own lives? How can that support the financial planning process- improving client outcomes and the value they experience? How can that make it more likely prospects will want to work with you? Our next full Unlocking Excellence programme is now enrolling for next May/June so get in touch if you’re interested- it is already starting to book up! Our shorter “Essentials” day is also enrolling with November and January dates available if a single day commitment is easier to make. This programme is equally valuable for those new to Financial Planning wanting to develop their client facing skills, and more experienced professionals wanting to take client relationships to a new level. Comment below or message me for details.

For Paulina Mikelaityte, VAT Team Lead at EBV Finance, the motivation comes from contributing to teamwork and helping her colleagues. She emphasizes the importance of team dynamics in achieving client satisfaction. When team members feel valued and inspired, they naturally go above and beyond to ensure exceptional service. 🤝 At its core, the STAR module isn’t just about individual development – it also emphasizes the importance of teamwork and collective learning experiences. 🌟 Read more of Paulina’s insights down below. 👇

The response to the Alliance’s first in-person event, The Evolution of Financial Planning on Friday 11 October, has been fantastic! The Conference affords an opportunity to focus on the future, interact with hundreds of like minded professionals and engage directly with Financial Conduct Authority (FCA). We are putting the finishing touches to what promises to be an engaging, informative and empowering day focused on examples of practical good practice and the ongoing evolution of our profession. As recently highlighted, the FCA will be announcing their 2yr strategy for Advisers and Intermediaries at this event, offer an all day interactive clinic and will additionally invite attendees to breakout sessions in the afternoon to hear your views. This is also a unique opportunity for smaller firms to influence future regulation through constructive contribute to the FCA’s 'call for input' so please come prepared with thoughts, ideas and examples where regulation potentially hinders the delivery of good consumer and sector outcomes - Nick Hulme, Head of Supervision, together with the whole FCA team attending the event genuinely want to hear what members have to say. We do have a waiting list to attend this event, so if you have a ticket but plans have changed and you're no longer able to attend, please kindly let us know so we can offer a space to another Adviser on the waiting list. If you would like to attend, please sign up and we will contact you immediately a place becomes available. #FinancialPlanning Society of Later Life Advisers Personal Finance Society The Chartered Institute for Securities & Investment (The CISI) LIBF https://lnkd.in/eE4h9_9h

Elevate Your Revenue Operations. 📈 Unlock the secrets to streamlining processes, boosting cross-functional teamwork, and enhancing overall performance. Dive into our latest blog (linked below) to explore our comprehensive revenue operations checklist and transform your strategy for sustainable growth. 🚀 Read now to take your revenue operations to the next level! 📖✨

DEI Week 2024 (Diversity, Equity & Inclusion): It's done! At AG Insurance, cultivating an inclusive and friendly culture is our priority. Over the course of a week, we welcomed a number of specialists in diversity, equity and inclusion. Whether through workshops, panel discussions or keynotes, 🎤 we are fostering a culture where everyone feels welcome. We still have a long way to go, but we can already be proud of what we've achieved. Want to see a recap? Watch the video ! 🚀

Excited for the week ahead at Brisan Accountancy! 🚀 This week, we're diving into ‘Clarity’ Reports for our clients and gearing up for ‘Insight’ meetings, looking at what drivers are impacting the KPI’s. We'll be delving into the challenges of the year ahead, ensuring our strategies remain dynamic in the ever-changing business landscape. If your business is ready to implement change, push forward, and grow, reach out to us! Discover how Brisan can be your value-added partner on the road to success. 💼 #BrisanAccountancy #StrategicPlanning #BusinessInsights #GrowWithBrisan #clarityispower

🔥 Our team is on fire! Every day, we're sharpening our skills and enhancing our abilities. As we wrap up Q2, it's clear that our hard work is paying off—the numbers are finally making sense. This week alone, we've added two new accounts to my portfolio and secured numerous quotes. Remember, it's crucial to be strategic and selective when taking on new business. Don't bite off more than you can chew. Let's continue to thrive and make smart moves! 🚀 #TeamExcellence #Q2Wins #NewBusiness #ProfessionalGrowth #SmartStrategies Paulo GiraldoJuliana Tagliaferri

What are the business benefits of CRO? Tommi Kerr, Conversion Optimisation & Web Personalisation Lead at NatWest, shares how CRO has allowed his team to think more like scientists in their approach to experimentation. Catch up on our recent webinar, Who Dares Wins, to hear from CRO leaders at NatWest, Currys plc and Mazda UK as they discuss how businesses can elevate their CRO efforts to drive results. Watch the full conversation: https://lnkd.in/epf2sJCG

I am back at my desk after an amazing 8 day break and my inbox is filled with client quarterly assessments that I sent out before hitting 'out of office'!! That means this week, I get to CELEBRATE my clients Q2 Wins! 🎉 Today, I am celebrating KM and her incredible Q2 milestones: Q2 Revenues: Up 200% from last year! Q2 Profits: Increased by $21,800 over last quarter! Taxes: Filed and paid on time. Emergency Fund: Fully funded in Q1. Business Capital Account: Two months of expenses saved. 2024 Revenue Goals: Reviewed! Clearly set results we are after this quarter and strategically planned the next 12 weeks. How Did We Get Here? Cutting Expenses: Eliminated unnecessary costs. Increasing Prices: Justified by her exceptional talent. Optimizing Cash Flow: Streamlined billing and contracting. Vision and Forecasting: Aligned business goals with lifestyle aspirations. Regular Reviews: Consistent planning and implementation. Want to achieve similar success? Reach out to me for support! 🌟