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🌟💡Success💪💥🕵️ 🙌Successful financial planner recruitment and retention 🏆 Many thanks for the comments and lots of DMs regarding your experiences in successful long-term financial planner embedding in your practices. What follows are the key findings. To borrow a fabulous phrase from Phil Bray💡The Financial Services Marketing Guy💡 ‘neuronuggets.’ - Get the package right. It needs to attract the best talent and keep them. Research the market thoroughly. - Set the expectations. It’s a 10 year apprenticeship. Have you thoroughly costed the cost of employment and can the new employee wash their face financially? - People interview better than ever. It’s easy to recruit the wrong person based on an interview. Get them in for a week’s trial. Pay them for their time and then get feedback from your team. - THE best interview question. ‘What was the last app that you downloaded that impressed you so much that you had to tell other people about it?…’ - The industry and profession were built on the strong foundations of people who are neurodiverse. Please remember this. These are the communicators and amazing thinkers. - Exams - incredibly positive feedback at the LIBF diploma and level 6, method, support and outcomes - Sales skills training - Paul Armson - Inspiring Advisers is the preferred method. Remember the podcasts - especially TRAP: The Real Adviser Podcast - build a coaching environment, where time is set aside to ensure that the trainee is accessing the best support that is out there. Be careful of some of the sales training offered - as you know, things have moved on and ex bankassuers with switch and implement methodologies will end up with the wrong outcomes‼️ - Get your advice proposition right. This is a efficient market for knowledge. New recruits demand the best and product and service transparency, evidenced based products, services and charges. They will understand and be aware of work of David Lamb CFP™ Chartered MCSI and ScoreMy... new, easy-to-use software that gets financial planners incredible results and they expect these feedback loops to be in place. - Where your client offering is not optimum, you will have the new breed of financial planners leave. - In another profession, they will be expected to network and add to a client bank and especially gain referrals. However, they need to be fed with existing clients who are proper quality clients. - The team of 3 works best. Senior planner supported by a Paraplanner and with the trainee attached to the team and with a senior planner, a Paraplanner and the trainee easing into the role and with a documented training plan. - Your work culture is everything. Before you recruit, get everything right first. #newtalentalliance #careers #training #recruitment #financialadvisors #financialadvice *photo credit the Escape Collective

🎓 Kickstart Your Financial Career with These Key Metrics!🎓 As I embark on my journey into the world of finance, I've come to appreciate the importance of understanding key financial metrics. Here are four fundamental metrics that every aspiring finance professional should master: 🔹 Net Present Value (NPV): Your go-to metric for determining profitability. A positive NPV means your investment is in the green! 🔹 Economic Value Added (EVA): Go beyond profits and measure true value creation by factoring in the cost of capital. 🔹 Internal Rate of Return (IRR): Discover the discount rate that zeros out your NPV. Higher IRR = Higher desirability! 🔹 Profitability Index (PI): Rank your projects with this ratio. A PI greater than 1? You’re onto something good!💡 Why These Metrics Matter: NPV: Emphasizes the time value of money and straightforward profitability. EVA: Highlights value creation and efficient capital use.IRR: Simplifies understanding of return rates but be mindful of its assumptions .PI: Perfect for prioritizing under capital constraints. 🎯 When to Use Them: NPV: For clear-cut profitability decisions. EVA: To ensure projects exceed the cost of capital. IRR: When you need to gauge the rate of return. PI: To compare efficiency, especially when capital is limited. ✨ Advantages & Considerations: NPV: Accounts for time value, but sensitive to discount rates. EVA: Focuses on real value creation, though complex to calculate. IRR: Easy to communicate, but beware of unrealistic reinvestment assumptions. PI: Excellent for ranking projects, yet not absolute. I’m excited to deepen my knowledge and apply these metrics as I grow in my career. If you have insights or experiences with these metrics, I’d love to hear your thoughts! 📢 Join the Conversation: Share your experiences and insights on how these metrics have impacted your business decisions. Let's learn and grow together! #FinanceFreshStart #BusinessMetrics #InvestmentStrategy #NPV #EVA #IRR #PI #CareerGrowth #FinanceJourney #LearningAndDevelopment

Looking to elevate your career in financial services? Becoming a certified financial planner in the UK is a brilliant move. Here's your roadmap to certification: ✅ Research the Role Understand the responsibilities of a financial planner. It's not just about crunching numbers; it's about crafting financial strategies that change lives. ✅ Qualifications A degree isn't always necessary, but a Diploma in Regulated Financial Planning is your golden ticket. It's the industry standard and a solid foundation for your journey. ✅ Work Experience Get your feet wet with relevant work experience. It's about applying theory to real-world scenarios and learning from seasoned professionals. ✅ Certification Aim for the Certified Financial Planner (CFP) certification offered by the Chartered Institute for Securities & Investment (CISI). It's the gold standard that sets you apart. ✅ Continuous Professional Development Stay sharp. The financial world never stops evolving, and neither should you. Regular CPD ensures you remain at the top of your game. Embarking on this path? Share your experiences or get in touch to discover how we can support your career progression. 🚀 #FinancialPlanning #CareerProgression #Certification

𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝘁𝗼 𝗟𝗮𝘂𝗻𝗰𝗵 𝗮 𝗖𝗮𝗿𝗲𝗲𝗿 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲? 𝗟𝗲𝘁 𝗠𝗲 𝗕𝗲 𝗬𝗼𝘂𝗿 𝗠𝗲𝗻𝘁𝗼𝗿! Are you on the brink of a career decision that could shape your entire future? Do you find the complex world of finance intriguing yet intimidating? If you've nodded your way through these questions, you're exactly where you need to be. Embarking on a career in finance can be both exhilarating and daunting. The financial sector offers a dynamic environment where market fluctuations can dictate the pace and your decisions can influence futures—not just for your clients, but for your own career as well. Why step into this arena alone when you could have an experienced mentor by your side? As a Senior Manager and a multiple-time recipient of the prestigious Million Dollar Round Table award, I have navigated the highs and lows of this industry, and I'm here to guide you through each step. "Mentorship is More Than Guidance—It's a Gateway to Opportunities!" says Louis. As your mentor, I'll provide more than just career guidance. It'll open doors to networking opportunities, help you gain practical insights into complex financial instruments, and offer real-time feedback on the strategies you'll learn to develop. You'll benefit from a holistic approach that combines theory with practical application, ensuring you're industry-ready and resilient. Real-World Experience from Day One Forget about hypotheticals; I believe in learning by doing. Under my mentorship, you'll tackle real-world scenarios from the get-go. Whether it's crafting investment strategies, understanding market trends, or developing personalized financial plans for clients, you'll gain hands-on experience that textbooks simply can't provide. Customized Learning Paths Every aspiring financial advisor has unique strengths and areas for improvement. I customize my mentorship to fit your specific needs and career aspirations. Whether your interest lies in wealth management, estate planning, or another niche within finance, I'll help you carve out a path that aligns with your personal goals. Are you ready to take control of your career and see just how far you can go in the finance industry? I am Louis, Connect with me today, and let's discuss how I can help you transition smoothly and successfully into this rewarding field. Whether you're a recent graduate or someone looking to pivot into finance, it’s time to build a foundation for a successful career under the guidance of someone who’s been in your shoes and climbed the ladder you're about to step on. Let’s start your journey in finance with a solid plan and a strong mentor. Let's make your career aspirations a reality. Together, we can achieve more! #financecareers #mentorship #financialsuccess #careerdevelopment #wealthmanagement Singapore Institute of Technology #brandbuildertalents

- Something I’ve Learned Since the Start of the Semester Since the beginning of this semester, I have learned the fundamentals of financial literacy, which has empowered me to understand how personal and corporate finances work. I have focused on budgeting, investment strategies, and the importance of credit scores in financial planning. This knowledge has significantly changed my perspective on managing my finances and has made me more diligent about saving and investment decisions. - An Educational or Growth-Inspiring Experience A particularly inspiring experience was attending a panel discussion featuring finance professionals from diverse backgrounds. They shared their career paths and personal stories about overcoming challenges in the finance industry. One speaker, a young financial analyst, discussed how she broke into the field despite facing numerous rejections. This resonated with me and motivated me to stay persistent in my career aspirations, reinforcing the idea that resilience is key in any professional journey. - Something I’m Learning Currently, I am diving into the topic of investment analysis. I am studying different asset classes, including stocks, bonds, and mutual funds, and am learning how to assess their potential returns and risks. This topic fascinates me because it connects to the broader financial markets and helps me understand the decision-making process behind investments. - An Event or Training I’m Planning to Attend I am planning to attend a seminar titled "Navigating the Emerging Real Estate Market and Key Changes in Regulatory Updates," which will be hosted at the Camed Business School today. The seminar will cover the current trends in the real estate market, including emerging opportunities and challenges for investors and developers. It will also address recent regulatory changes that impact the real estate sector, providing insights into compliance and strategic planning. Key topics will likely include market analysis, investment strategies, and the implications of new regulations on property management and development. From 1:30 PM to 3:30 PM. I am attending this seminar to gain a deeper understanding of the evolving real estate landscape and to learn how regulatory changes may affect investment decisions. This knowledge is crucial for my career aspirations in real estate, as it will help me make informed decisions and stay ahead in the industry. I registered for the seminar through the Camed Business School’s email and received confirmation via email. I plan to actively participate in discussions and network with industry professionals to enhance my learning experience. #Camed#School#EAB2

Are you risking qualification of your accounts? You certainly are if you are not providing regular and timely training to your valuers and accountants on the rules and practicalities involved in asset valuation. The question is, what is the best way to keep your people up to date with their knowledge on asset valuation to ensure that there is compliance, consistency and confidence. I have over 40 years practical experience as a Valuer, 17 years working alongside accounting colleagues in CIPFA including over a decade delivering CIPFA's asset valuation training and member of the RICS public sector valuation advisory group. In that time I have learned a great deal. I am packing that learning into all the live and pre-recorded library of training within the Asset Valuation Circle. Over 150 people now recognise this as the best place possible to keep up to date on all things asset valuation. Why not join them? For the price of a 4.5 hour training day with CIPFA you could have a 12 month subscription with over 60 hours of CPD. For the price of the CIPFA Certificate course, you could give that same 12 month access to your entire team. Our members get direct access to years of accumulated knowledge, at a really affordable price. What's not to like? https://bit.ly/3pJUEcu

Why is financial planning the best job/career in the world bar playing for Manchester City please? 🙋♂️ 🙋♀️ Add your own first dream job/career please! 😉) Well here is a starter for 10 👇🏼 but please add your reasons in the comments section. Thank you! ☺️ 1) Clients for the most part are both lovely and appreciative of your advice/the help you give them. ☺️ 2) Financial advisors tend to be a great bunch of people. They are friendly, positive, caring, sociable and supportive. 😃 3) It’s a growing profession. Everyone needs a home, car, food and good financial advice. It’s not going away. ⬆️ 4) It’a academically stimulating. 📚 5) You will meet people from all walks of life. 🤩 6) You can set up your own business.👩💼 👨💼 7) You can move into related roles such as management or coaching etc. ✅ 8) You can have the flexibility to work to suit your lifestyle. 🏠 9) You can pretty much work anywhere in the world. 🌎 10) Earning potential is very good. 💰 So what have I missed please? 🙏 Be great to know why you love financial planning please! 🙏 It would also be interesting to know other than financial planning what your other dream role is please! 🙏 Comments below 👇🏼 (even Arsenal, Liverpool and Man Utd fans allowed too 😉🩵) #bestjobintheworld #financialplanning #financialadvice #financialadvisor #financialplanner

Not many of you probably know this but I retired when i was 32 years old. I wanted to do something that would generate regular income but also help me build wealth so that i didnt have to work when i was old! I want to enjoy the life i have now and not wait until i am retired to travel, have experiences or quite simply start living my life. Its not something i’ve spoken a lot about previously but i will be sharing the ‘how’ and they ‘why’ with those who want to learn how they can do something similar too! Many people believe that having a job is a secure path to financial stability, but the reality is that a J.O.B. often stands for "Just Over Broke." Until you build multiple streams of income, you are never truly financially free. So if you are intrigued to find out more then please join me for my Masterclass which will show you how to break free from the limitations of a single pay day and create lasting wealth through property investment. Date & Time: Tuesday, 25th June 7:00 PM - 8:00 PM (1 hour) Platform: Zoom During this Masterclass, you will learn how I built a property portfolio while working full-time, enabling me to leave my job and achieve financial freedom. Whether you're a beginner or have some experience in property investment, this session will provide valuable insights and actionable steps to help you on your journey. What You'll Learn: - The step-by-step process I used to build my property portfolio. - How to identify profitable property investment opportunities. - Strategies for managing and growing your property portfolio. - Tips for balancing a full-time job while building a side business in property investment. BONUS: - Free Worksheet: Follow along with a comprehensive worksheet designed to help you implement my plan and track your progress. - Flexible Access: Can't attend the live session? No problem! Purchase the Masterclass and receive a recording to watch at your convenience. Don't miss out on this opportunity to learn how to replace your income through property investment. For more information click the link below! https://lnkd.in/eqX7vNQG P.s. One day or Day One. It’s your decision!

📢 Case study alert! The recent winners of The Valuation Team of the Year RICS - our Acumentis Asset Advisory team, demonstrated why they are one of the best in the industry through a case study on their journey with TAFE NSW. This case study demonstrated how their exceptional project management skills, strong compliance with best practices and unwavering commitment led them to client success. This article offers a glimpse into the hard work and passion that drive the Asset Advisory team. 🔗Read the full case study here: https://lnkd.in/ez4EHGyH #AssetAdvisory #Valuer #Award #Recognition #RICS #PropertyValuer

From average to exceptional! Do you ever find yourself wondering why you’ll find some financial professionals out earning their peers by miles? It’s because they want to have all the knowledge available that will allow you to stand out in a crowd and achieve a designation that will give you the knowledge to earn the income that wealthy and successful people have. It’s like you’re out there learning, and now it’s generating revenue for you. Even if you think doing prestigious degrees like MBA, CA, CS is the only solution? Are you someone wanting to learn some skills or opt for these prestigious degrees to achieve your goals? Let me tell you, the key to your puzzled life situation right now, whether you are a working professional or a student deciding to invest in such costly degree years which do not guarantee you success or growth. The solution is “CFP”. CFP certification not only adds prestige to your name just like a CA, along with respectable designation, it has great ROI. ♦ Accelerated Achievement: Complete the certification in just 12 months. ♦ Prestigious Designation: Marking competency and professionalism in financial planning. ♦ Global Recognition: Acknowledged in 27 countries, opening international career opportunities. ♦ Versatile Career Paths: Access diverse roles in financial planning and wealth management. ♦ Commitment to Excellence: Signifies dedication to professionalism and ethical practice. ♦ Client Trust: Enhances client confidence through globally recognized standards. ♦ Professional Community: Join a global network of financial professionals. ♦ Enhanced Marketability: Boosts your appeal to employers and clients alike. ♦ Continuous Learning: With ongoing professional development requirements. ♦ Ethical Integrity: Emphasises trustworthy financial planning. Don’t let hesitation hold you back from a career transformation that pays dividends for a lifetime. Embrace the opportunity to join the world's most respected financial professionals. House of Financial Planners is here to help out. Apurva Singhi, CFP Your future self will thank you. Act now! Your career transformation awaits. https://lnkd.in/gBMCRja7