Symvan Capital’s Post

🌟 **Teamwork in Action** 🌟 Recently, the whole team at Blue Heron Financial Services came together for an in-depth review of our processes, and the insights we’ve gathered are invaluable. 🙌 We've identified several key areas where we can streamline operations, improve efficiency, and enhance the experience we deliver to our clients. From refining our communication strategies to adopting new tools and practices, we are excited about the positive changes that will improve our services going forward! 🚀 At the heart of our discussions was one key focus: ensuring that we continue to provide top-notch, personalized support to each and every client. These improvements mean that our clients can expect even more responsive service, greater transparency, and innovative solutions to their financial needs. 💼💡 And we’re not stopping here! We have more team meetings planned in the future to ensure that we are constantly evolving and finding new ways to support our clients' success. 🔄 We’re committed to continuous improvement, and these meetings are just one way we ensure we're always working towards offering the best possible service. Thank you to the incredible team for your dedication and commitment to excellence! 🙏 #Teamwork #ContinuousImprovement #ClientSuccess #FinancialServices #GrowthMindset #CustomerFocus #FinancialServices #FinancialAdvice #Investment #Mortgages #WealthProtection #BlueHeron #BHFS #CannonStreet

We were thrilled to host an incredible lineup of speakers at the Later Life Lending Summit last month. The Advice in Action workstream emerged as a must-attend session for customer-facing professionals looking to gain practical insights and tools to take away and implement. The dynamic 90-minute segment combined short, impactful lightning talks from six leading later life lenders. Click on the link below to explore each lender presentation: ➡️ Lisa Windley CeMAP CeRER from Royal London Equity Release highlighted the importance of financial resilience. ➡️ Sadie Russell from Legal & General Home Finance offered practical advice on having those tough money conversations. ➡️ Scott Burman CeMap CeRER from Pure Retirement Ltd discussed leveraging data to better understand your customers. ➡️ John Macdonald DipPFS Cert CII (MP, ER) from Aviva explored how knowing your client and solving the "property puzzle" can lead to better customer outcomes. ➡️ Sanjay Gadhia from Standard Life Home Finance emphasised the importance of staying ahead of key trends and understanding their impact on client outcomes. ➡️ Lyndsey Charnock and Nick Flynn from Canada Life UK Adviser shared valuable findings from their latest research. Please click on the link below to explore more information about the presentations above: https://lnkd.in/eUxXqVHb

You really don't have to stick with a #wealthmanagement provider that is sub par - whether that be on performance, value for money or service standards. Read on to learn what the process of getting a #wealthmanager which will really work for you looks like. It's faster and easier than you might think. #assetmanagement #hnwi #portfoliomanagement #financialplanning Lee Goggin Lara Clarke Finn Harrod Susanna Pecora Wendy Spires CIPP/E https://lnkd.in/eKEqcbN9

We would also encourage: (1) if you are moving wealth managers due to performance concerns, then with your new investment manger be sure to choose the right balance of assets that matches your objectives (incl. cash needs over next 5 years); (2) be clear that if you spread your investments too thinly (other than via passive market or thematic index investing) then above a certain point this can be unproductive; (3) ask for performance benchmarks relating to asset class indexes (e.g. for public equities, the MSCI World), rather than simply industry peers. Good luck!

New Partnership Alert: Fingri Wealth x Sustainable Wealth Management (Pty) Ltd 🌱 We’re thrilled to announce our partnership with Sustainable Wealth Management (Pty) Ltd, a Discovery Brokerage with a powerful approach: Make | Accumulate | Protect. Together, we’re committed to empowering clients and their employees with a strategic pathway to financial independence. Our Wealth Creation Strategy focuses on: 1️⃣ Defining Your Financial Roadmap – We help you assess your current financial position, set meaningful goals, and map out a personalized plan to reach them. 2️⃣ Building Financial Intelligence – Financial success requires informed, disciplined decisions. By enhancing your financial knowledge, you gain the confidence to make sound decisions independently and stay true to your goals. 🔹 For Individuals: Medical Aid, Short-term Insurance, Life Insurance, Investments, Retirement & Financial Planning 🔹 For Businesses: Group Medical Aid, Group Pension & Provident Funds, Group Risk (Life Insurance) Your journey toward financial independence starts here with Fingri Wealth and Sustainable Wealth Management (Pty) Ltd! 🇿🇦🏆 #WealthCreation #FinancialIndependence #FinancialIntelligence #FingriWealth #SustainableWealthManagement #Discovery Discovery Limited

📊 A new report reveals the critical role of spending more time to invest in client family relationships in financial advising and how it might be the key to intergenerational retention. According to the Natixis 2024 Global Survey of Financial Professionals report when a client’s children inherit wealth through transfers, adviser retention drops to 50 per cent. This is often the case because not enough work has been done by the adviser to engage the whole family as part of wealth transfer planning. Establishing strong connections and having complete visibility of assets through platforms like HeirWealth can foster deeper long-term relationships and boost client retention. To read more about the report click here: https://lnkd.in/evRMA5EQ To see HeirWealth in action, book a demo with either Ray Tubman, Daniel Tubman, Jason Nyilas or Michael Csavas #FinancialAdvising #WealthPlanning #Familywealthtransfers #wealthmanagement #wealthtransfers #clientretention Professional Planner

Paying off your mortgage before retirement is a common goal, but other priorities can get in the way. Here’s why weighing the options – and getting an outside opinion – can help you make the best decision.

If you haven’t started on your succession planning, here’s your reminder … GET STARTED! Ash Playsted our GM of Broker Performance (and a fully certified succession and exit advisor) goes into much more depth in his latest blog👇

We have thrilling developments in the wealth management sector! John Duane and Gregory Giantsos are preparing to introduce BrookBridge Private Wealth within LPL's high-net-worth framework, incorporating a $700M team from Bank of America. Discover more about this major transition! https://okt.to/wSgto4

Brisbane-based financial advisory group, MiQ Private Wealth, says it’s expanding its client value proposition with the launch of a new digital estate planning solution, backed by Australian fintech Yodal. The company says that after a six-month pilot program, MIQ’s white-labelled estate planning solution will be rolled out to the group’s clients through its network of over 15 financial advisers across seven locations. https://buff.ly/49wFqjl #Riskinfo #MiQPrivateWealth #MiQ