Jessica Millis’ Post

If you’re reading this, there’s a chance you’ve thought about switching financial firms at least once…or twice. So why is there so much indecision when it comes to considering switching financial firms? Because change, even for the better, is hard. Here we will debunk three common misconceptions when it comes to financial advisors switching firms, and how you can do your due diligence in choosing the firm that WILL support you how you want to be supported. Don’t let the fear of change hold you back any longer. https://lnkd.in/gjGy7bEc

4 red flags when evaluating financial advising firms! Check out this great read to avoid promises that firms DON'T deliver on. #2 is particularly important! https://hubs.ly/Q01DnqWR0

Happy New Year! It's 2024...what is on your resolution list?? Is changing firms, one of those bullet points? So why is there so much indecision when it comes to considering switching financial firms? Because change, even for the better, is hard. Let's talk about [email protected] #financialadvisor #financialplanner #sales #registeredrepresentative

How To Find The Best Financial Advisor Companies To Work For

Meeting with your clients is what makes up the bulk of your career as a financial advisor. According to a survey conducted by the CFA Institute, nearly 76% of clients believe that meeting with their financial advisors on a regular basis is essential for maintaining trust and confidence in their financial plans. But, how are we determining what a regular basis looks like for your client and your practice? https://lnkd.in/gKYF3pD5

Knowing your goals is one thing, planning for them effectively is another. That's where the UBS Advanced Planning Group whitepaper, Top ten planning topics for 2024 can help. Here's what you need to know as your pursue your planning goals this year no matter where you are in your financial journey.

Unexpected events can disrupt even the most meticulously planned operations. One such critical event is when a chief member of your financial staff goes on unexpected leave. This situation can potentially cripple a company’s financial stability and decision-making processes. Read our latest blog to learn how to pivot immediately when a chief financial member goes on unexpected leave: https://lnkd.in/diADr4Hn #TheFinanceTeam #UnexpectedLeave #FinancialStaff

Strategies for Elite Financial Advisors to Achieve 15% Growth Annually #financialmanagement #wealthmanagement #financialadviser #financialadvisory #practicemanagement

🔍 Interested in becoming a fiduciary and practicing financial planning in the US? I’ve seen many financial planners in our network aim to elevate their practice by adopting fiduciary standards. The path to becoming a fiduciary can seem complex and challenging. 🔍 Picture this: You’re passionate about providing client-centered financial advice and want to ensure you meet the highest standards of integrity and trust. However, navigating the qualifications, registration, and best practices to become a fiduciary seems overwhelming. You worry about meeting all the necessary requirements and implementing the right strategies. ⏳ Many in our network have been on this journey. The transition to a fiduciary role requires dedication and knowledge. But, it's achievable! 🚀 Our latest blog post, Becoming a Fiduciary: How to Practice Financial Planning in the United States, outlines the steps to become a fiduciary, including necessary qualifications, registration processes, and best practices for client-centered financial planning. Read more about this comprehensive guide here: https://lnkd.in/dE8WKw_t #RiaFin #BestFinancialPlannersGroup #FinancialPlanning #Fiduciary #ProfessionalDevelopment #ClientCenteredPlanning

#financialmanagement #wealthmanagement #financialadviser #financialadvisory #practicemanagement Strategies for Elite Financial Advisors to Achieve 15% Growth Annually