Leslie Lipscomb’s Post

If you’re reading this, there’s a chance you’ve thought about switching financial firms at least once…or twice. Here at Consolidated Planning, we understand how the weight of indecision can affect your practice. For several decades, we’ve helped countless financial advisors successfully transition their practice to us and wash away that indecision once and for all. https://lnkd.in/gjGy7bEc

𝗢𝗻 𝘁𝗵𝗲 𝟭𝘀𝘁 𝗼𝗳 𝗔𝗽𝗿𝗶𝗹, 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘆𝗲𝗮𝗿 𝗯𝗲𝗴𝗶𝗻𝘀 𝗮𝗻𝗲𝘄, ℎ𝑒𝑟𝑎𝑙𝑑𝑖𝑛𝑔 𝑓𝑟𝑒𝑠ℎ 𝑜𝑝𝑝𝑜𝑟𝑡𝑢𝑛𝑖𝑡𝑖𝑒𝑠 𝑎𝑛𝑑 𝑐ℎ𝑎𝑙𝑙𝑒𝑛𝑔𝑒𝑠 𝑓𝑜𝑟 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠𝑒𝑠 𝑖𝑛 𝐿𝑜𝑛𝑑𝑜𝑛. April 1st is a time for reflection, strategic planning, and setting ambitious goals for the year ahead. 𝘈𝘵 𝘉𝘢𝘬𝘦𝘳 𝘢𝘯𝘥 𝘉𝘭𝘢𝘤𝘬, 𝘸𝘦 𝘦𝘮𝘣𝘳𝘢𝘤𝘦 𝘵𝘩𝘦 𝘴𝘵𝘢𝘳𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘺𝘦𝘢𝘳 𝘸𝘪𝘵𝘩 𝘦𝘯𝘵𝘩𝘶𝘴𝘪𝘢𝘴𝘮 𝘢𝘯𝘥 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯. We understand the importance of starting on the right foot, laying the groundwork for success in the months to come. 𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂'𝗿𝗲 𝗮 𝘀𝘁𝗮𝗿𝘁-𝘂𝗽 𝗳𝗼𝗿𝗴𝗶𝗻𝗴 𝗮𝗵𝗲𝗮𝗱 𝗼𝗿 𝗮𝗻 𝗲𝘀𝘁𝗮𝗯𝗹𝗶𝘀𝗵𝗲𝗱 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘀𝗲𝗲𝗸𝗶𝗻𝗴 𝘁𝗼 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗲, 𝘄𝗲'𝗿𝗲 𝗵𝗲𝗿𝗲 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝘆𝗼𝘂 𝗲𝘃𝗲𝗿𝘆 𝘀𝘁𝗲𝗽 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗮𝘆. As we embark on this new chapter together, let's seize the opportunities that lie ahead and overcome any obstacles that may arise. 𝗪𝗶𝘁𝗵 𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 𝗮𝗻𝗱 𝗱𝗲𝗱𝗶𝗰𝗮𝘁𝗶𝗼𝗻, 𝘄𝗲'𝗹𝗹 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗹𝗲𝘅𝗶𝘁𝗶𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗹𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗮𝗻𝗱 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲𝘀. Here's to a prosperous and rewarding financial year ahead. 𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗝𝗼𝘂𝗿𝗻𝗲𝘆? 𝗟𝗲𝘁'𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁! 𝗖𝗮𝗹𝗹 𝘂𝘀: +44 7368640431  𝗘𝗺𝗮𝗶𝗹 𝘂𝘀: [email protected] 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝘄𝗲𝗯𝘀𝗶𝘁𝗲: www.bakerandblack.co.uk 𝗩𝗶𝘀𝗶𝘁 𝗼𝘂𝗿 𝗼𝗳𝗳𝗶𝗰𝗲: 21 Glebe Slide, Twickenham, TW 1 DB #BakerAndBlack #LondonBusiness #TaxResidency #LegalSupport #IntellectualProperty #SouthAfricansAbroad #CompanyFormation #PartnershipAgreement #VATCompliance #ManagementAccounts #PensionManagement #BookkeepingServices #CashFlowManagement #PayrollProcessing #FinancialForecasting #BusinessPlan #ConsolidatedAccounts #SelfAssessment #SustainabilityReporting #CeasingTaxResidency #EmploymentAgreement #RegisteredAddress #CompanySecretarial #LegalHelpline #FoundersAgreement #BusinessAdvisory #TaxCompliance #FinancialPlanning #CorporateResponsibility #BusinessGrowth

At The Paraplanner Club, we've noticed a recurring theme; paraplanners reaching out to seek support they're missing elsewhere. In this article I outline two things I wish more financial planning firms would do to better support paraplanners!

Recently, My Personal Bookkeeper joined forces with Strategic Wealth Partners (SWP), an independently managed wealth management firm with offices in Deerfield, IL & Milwaukee, WI. SWP was created because Neal Price and David Copeland, co-founders of the firm, saw the need to provide personalized solutions in an environment that put their clients’ interests first. Their work is far-reaching, but they have perfected the process of managing complexity while delivering simplicity and helping clients reach their financial goals. Why do clients choose to work with Strategic Wealth Partners? It comes down to trust. There are no hidden agendas. To hear more from David Copeland, check out the video below. To learn more about Strategic Wealth Partners, check out their website: www.stratwealth.com #wealthmanagement #financialadvice

Unlocking Success: Why Do High Net Worth Individuals Choose Family Offices? Tailored Expertise: Family offices provide personalized financial strategies that align with your unique business and investment goals. Comprehensive Wealth Management: Access to a full suite of services, from accounting to overseeing estate planners, ensures a holistic approach to managing your wealth. Time Efficiency: Delegating financial tasks to experienced professionals frees up your time to focus on what matters most in your life and business. Business Integration: Seamlessly integrate your personal and business finances for better control and strategic decision-making. At Fiscal Solutions, we understand the nuances of high-net-worth financial management. Partner with us to take your wealth journey forward. Contact us for an appointment at: https://lnkd.in/gQqHP5VB #FamilyOffice #WealthManagement #FinancialSuccess

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

As CPAs, we’re well aware of the intricate financial needs of our high-net-worth clients. These individuals often have complex estates, diverse investments, and multifaceted financial goals. Enter the Virtual Family Office, a strategic solution that can revolutionize how we serve our affluent clientele. 🌐 What Is a Virtual Family Office? A VFO is an advisory team that brings together professionals such as estate lawyers, financial planners, investment advisors, attorneys, and other consultants. Unlike traditional single-family offices (typically reserved for ultra-high-net-worth families), a VFO collaborates across multiple clients. It’s like having a shared brain trust—a powerhouse of expertise—dedicated to optimizing wealth across various dimensions. 🔍 Advantages of a VFO: Cost Efficiency: The VFO model allows us to pool resources and share expenses. Rather than each client maintaining a separate team, we can leverage collective brainpower while keeping costs manageable. Cumulative Strategy Effect: By working with multiple families, we gain exposure to diverse strategies and innovative ideas. Solutions developed for one client can benefit others, creating a broad set of tailored approaches. Outsourcing Flexibility: With a VFO, we can outsource specialized staff and engage experts as needed. This minimizes monthly overhead while ensuring top-tier resources are available when required. 📈 Who Benefits? While the traditional single-family office caters to the super-wealthy, the VFO model has been especially helpful for families with a net worth of $20 million to $250 million. Even CPAs serving clients with lower estate values can learn from VFO principles and adapt them to their practice. 🔗 In Summary: CPAs, let’s explore the VFO landscape. It’s not about keeping up with the Joneses; it’s about delivering exceptional service, optimizing wealth, and ensuring peace of mind for our clients across all their “landscapes.” #VirtualFamilyOffice #WealthManagement #CPAInsights

This firm took its accomplishments to new heights by effectively channeling the advantages of high-performing single-family offices for its ultra-high-net-worth clients. How did they do it? They use 3 principles to stand out from the competition: ✅Integrity is foundational ✅Results, not techniques ✅"Not for, but with" Check out this article to see what each of these principles mean and how to implement them into your own practice.

Handling personal financial management for UHNW clients can be complex… and as we shared with Tom Burroughes for Family Wealth Report, having a single point of truth that creates order amid the chaos has never been more important.   Aquilance is excited to share a great profile of how we work with families and family offices, featuring insights from Joe Farren and Patty Fitzsimmons. Joe and Patty highlighted the challenges that wealthy families typically run into when it comes to investing and spending their assets, and what’s needed to ensure solid financial habits are formed for the future.   Check out the full article in the link below!   https://lnkd.in/gfY3thKR

This firm took its accomplishments to new heights by effectively channeling the advantages of high-performing single-family offices for its ultra-high-net-worth clients. How did they do it? They use 3 principles to stand out from the competition: ✅Integrity is foundational ✅Results, not techniques ✅"Not for, but with" Check out this article to see what each of these principles mean and how to implement them into your own practice.