What's Next 4 Financial Advisors, LLC

ATTENTION FINANCIAL ADVISORS if you only watch one video all year make sure it’s this one. You will not find such a high level of practice development skill, insight, and assistance anywhere else on the net. As always, we welcome your kind comments. #fun #laugh #joy #bloopers

Season’s Greetings from Our Families to yours! We’re grateful for everyone who made this year special. Wishing you a season filled with joy, family and friends. #SeasonsGreetings #ThankYou #HolidayJoy

I had the good fortune and great pleasure to chat with two advisors who executed a very successful succession. Michael J. Smith and Lucas Lawson, CLU®, share their insights on how they made it work so well, in spite of some significant obstacles presented to them. To watch the entire podcast click the link. https://lnkd.in/eqtQY5ZS #succession #planning #podcast

Those of you that know me, know we are a hockey family. There is no greater story in the history of hockey in the United States than that told in Miracle. Most people see it as a great true story. I see this movie as an example of what strategic thinking, clear systems and the right personnel to run those systems can accomplish. Staying true to your vision, knowing the impact your systems have on your clients and customers and putting the right people doing the work they excel at will lead to outstanding results for you as well. Your vision and methods can be uniquely yours and lead you to success--you don't have to do things like everyone else.

By asking clients their reasons for saying yes, you not only reaffirm their decision but also gather valuable information that can help shape your future interactions with them. We explore the importance of leveraging past experiences with clients and prospects, particularly in understanding their motivations, their decision-making process, and their “ground rules” for communication. We also highlight how real-time feedback can improve your client relationships and overall effectiveness, not to mention, can help you to drive increased levels of advocacy. To read the rest of the blog, click here. https://lnkd.in/ewRxTcWr

As a business owner, there is no shortage of books to help provide strategic direction, motivation and different ways to handle problems. When asked what book I go to for lessons learned in running a business, I take a different approach. One of my favorites, “The Road” by Cormac McCarthy, speaks to perseverance, loyalty and unselfishness in the face of dire circumstances. My hope is that you aren’t ever faced with the same scenarios that take place in this novel, but as a business owner, it’s important to remind yourself why you are doing what you are doing and to keep moving forward. What’s your go-to?

This Thanksgiving, we want to take a moment to express our gratitude. To our clients, partners, and team members: thank you for being an essential part of our journey. Your trust, collaboration, and support inspire us every day. From all of us at What's Next, we wish you a happy and fulfilling Thanksgiving filled with warmth, joy, and togetherness. 

Did you know that our partners at Humans Being Resources offer easy, fast and affordable staffing solutions, exclusively for the Financial Servies, Accounting, Tax and Insurance industries? We’ve worked with HBR for many years, successfully addressing the staffing needs for several of our clients. And if you’re a Financial Advisor with Osaic, here are some things you should know:   - Osaic Financial Advisors receive a 10% discount on any selected service! - HBR’s clients select the My1Hire Recruiting Package that fits their hiring needs. - No commissions! HBR has flat-fee pricing that is split into two budget-friendly payments. If you’d like to know about how HBR can help you, contact them today at: https://lnkd.in/gUBwYKEr

Tim and I are excited and proud to introduce our son, Finn Timothy Thomas. He entered the world on October 22nd, 2024, and we have been enjoying every minute with him. I'm happy to report that we are all doing well and are very excited for this new chapter!