CCS IT Solutions’ Post

One of the things I love about helping employees improve their relationship with money is comparing the baseline financial wellness survey results to where people are 30 days after completing my Game On program. These results from a group of employees in the banking industry prove that change is possible when you teach people how to develop the proper mindset, behaviors, and systems with money so they can save more, reduce debt, and improve their quality of life. https://lnkd.in/gc2PvAxb

“Times have changed, and so must we.” 🌊✨ As I watched this video, it reminded me of the advice so many of us have been given: “Get a good job, keep your money in the bank, and you’ll be set.” But let’s face it, the world we live in is different now. The jobs that were once secure are disappearing, and simply relying on the bank may not be enough for the future. There’s nothing wrong with working a nine-to-five or saving in a bank — both are good steps. But if that’s all you’re relying on, it may not be enough to secure your future and that of your family. 💼💰 You have to be willing to step outside the norm and adapt to the changing tides. No one else can see your vision like you do. Don’t let others who can’t see your dream hold you back from pursuing it. 🚀✨ Now is the time to be bold, to take those risks, and to invest in yourself and your future. Don’t stay stuck in what used to work. It’s time to grow, evolve, and pursue the life you envision for yourself and your children. 🌟 #LiveYourDream #AdaptAndThrive #PursueYourPassion #TakeControl #FinancialFreedom

▶ There's an unspoken truth in private banking that rarely gets addressed ◀ After my post last week, I received dozens of DMs from private bankers, thanking me for bringing up the loneliness that often accompanies the role (thank you for all the messages, btw! 🙏 ). However, I realize my post was incomplete. Most people imagine private bankers having a nice and easy life - Constantly engaged, attending luxurious events, and surrounded by high-profile clients. On the surface, it certainly looks nice and easy. But in reality, there´s so much more to it.  ▶ 𝗪𝗵𝗮𝘁 𝗶𝘀𝗻’𝘁 𝘀𝗲𝗲𝗻? The relentless pursuit of targets. The increasing expectations. The constant push to deepen relationships. It´s a high-pressure environment. So, how do you not just survive but thrive in it? Here are a few key lessons I’ve learned over 15 years in the industry: 𝟭. 𝗦𝗵𝗶𝗳𝘁 𝗳𝗿𝗼𝗺 𝗧𝗿𝗮𝗻𝘀𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘁𝗼 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀: Instead of just building a client base, focus on genuine, long-lasting connections. Go beyond the surface level and truly get to know your clients. 𝟮. 𝗙𝗶𝗻𝗱 𝗬𝗼𝘂𝗿 𝗧𝗿𝗶𝗯𝗲: Surround yourself with people who understand the unique demands of your role. Whether through a mentor, a coach, or a peer group, you're stronger when you’re not navigating this journey alone. 𝟯. 𝗗𝗲𝘃𝗲𝗹𝗼𝗽 𝗘𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝗴𝗶𝗹𝗶𝘁𝘆: Mental resilience is crucial, but so is flexibility. Learn to navigate setbacks without being weighed down by them. For example, 𝘁𝗵𝗲𝗿𝗲 𝘄𝗶𝗹𝗹 𝗮𝗹𝘄𝗮𝘆𝘀 𝗯𝗲 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 𝘄𝗵𝗼 𝘄𝗶𝗹𝗹 𝗿𝗲𝗷𝗲𝗰𝘁 𝘆𝗼𝘂. 𝗗𝗼𝗻 𝘁 𝗹𝗲𝘁 𝘁𝗵𝗮𝘁 𝗵𝗼𝗹𝗱 𝘆𝗼𝘂 𝗯𝗮𝗰𝗸. Learn from it and become better next time. This adaptability helps you achieve your goals without burning out. 𝟰. 𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝗬𝗼𝘂𝗿 "𝗪𝗵𝘆": In the middle of targets and numbers, it's easy to lose sight of what brought you into this profession. Reconnecting with your purpose can reignite your passion and bring clarity to the chaos. 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 𝗶𝗻 𝗽𝗿𝗶𝘃𝗮𝘁𝗲 𝗯𝗮𝗻𝗸𝗶𝗻𝗴 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗻𝘂𝗺𝗯𝗲𝗿𝘀—𝗶𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮𝘂𝘁𝗵𝗲𝗻𝘁𝗶𝗰 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀, 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗯𝘂𝘁 𝗮𝗹𝘀𝗼 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳. --------- Who am I? A former #privatebanker based in #Switzerland. I now run Qyro Partners, devoted to working with #privatebanks and fueling their #growth, #sales, and #leadershipdevelopment.

It’s interesting to see that the Banking Brigade on Wall Street, was just capped at 80 hours per week. Meanwhile, as an independent Broker you very well know that ‘Money Never Sleeps’ and the ones that make it, are the ones that ‘get it’. Your dlient their business was build decades ago and their business is their life and they need your Broker-ship to get their deals done. It’s therefore important you build in your breaks when you can and integrate it into your lifestyle for optimal brain health, achievement, balance and success. #Banking #Banks #Finance #Broker #Success #Brainhealth #Achieve

Dan Moriarty, President and Monson Savings Bank advice for young professionals in the business world: don’t be afraid to ask questions and work on your people skills. There’s no such thing as a dumb question and engaging with others can lead to valuable insights and connections. #careeradvice #youngprofessionals #networkingskills #askquestions #nodumbquestions #professionalgrowth

Adaptability has been a cornerstone of my career in banking. From navigating the complexities of non-interest banking to managing credit risks and leading dynamic teams, each experience has taught me the importance of flexibility in a constantly evolving industry. Whether it was adjusting to shifts in client needs, embracing new financial regulations, or adopting innovative banking solutions, staying adaptable has allowed me to thrive and deliver results. For me, adaptability isn’t just about surviving change—it’s about leading through it. It’s about quickly understanding new challenges, pivoting strategies, and finding opportunities in uncertainty. This mindset has helped me improve loan recovery rates, expand client portfolios, and foster collaborative environments where my teams can excel. What about you? How do you stay adaptable in your field? I’d love to learn from your experiences! #adaptability #banking #change #non-interest banking

You don’t have to choose between doing good and achieving financial success. 🙅♀️ It doesn't have to be one or the other, and you shouldn't be in a position where you have to make that trade-off. ⚖️ With the right mindset and approach, you can find a balance between making an impact and building a rewarding career. 🌟 Easier said than done, right? We often tip the scales unintentionally. 😐 That's where the concept of the "Three Bank Accounts" comes in – a simple yet valuable idea that helps us maintain that balance effectively. #freelancingforgood #threebankaccounts #impactmatters #effectivegiving #impactdriven #purposedrivenbusiness #impactdrivenbusiness #freelanceforgood

What drives your bank's value and what detracts from it? Five primary value drivers: 🔸Core earnings 🔸Cost savings 🔸Core growth 🔸Credit quality 🔸Talent Primary value detractors: 🔸Non-core earnings 🔸Non-core growth 🔸Large one-time transaction costs Master the process. Negotiate with confidence. Banks are bought not sold. ===== I'm not a lawyer, an accountant, or an investment banker. I'm just a banker who has been in your shoes. You can catch my posts on LinkedIn at 7:10am and 4:10pm daily (weekends & holidays too!) My newsletter is weekly and free - check out my LinkedIn profile to subscribe.

Your thoughts on your bank's exit aren't worth much. Here's why: Your exit plan thoughts require execution. Great thoughts without execution? Not worth much. Okay thoughts with great execution? Worth way, way more. You know this, the only way you can make progress is by putting one foot in front of the other. Action. Get in position to take action when the time is right. Can't seem to get motivated to start because it feels like the end of your career? It's not. There are a whole host of people that would love to know what you've learned over your career. Think of the possibilities. Let your mind wander. There has never been an opportunity in your lifetime like there is now. Technology has made it so one person can impact many. But first, you must plan the exit. Stuck? Start here: https://rebrand.ly/rktky9s Think of how your next season will feel. What have you always wanted to do? Today, in my free weekly newsletter "The Savvy Banker" we're going to go a little deeper on the topic of "5 Fantastic Ways to Bank Valuation: Commit Them to Memory." Click here to subscribe: https://lnkd.in/gS8ZsFyc If you enjoyed this, please like it 👍 share the post with your network ♻️ and follow me for daily content at 7:10am (CT) and 4:10pm (CT).

Thank you Citywire, Atholl Simpson, and Isabella Elwaw for our feature! Discover how Tiempo Capital is setting a new standard in wealth management for ultra-high-net-worth clients. With a combined experience of over 35 years in wealth management, the founders of Tiempo Capital have launched a new firm to provide bespoke financial services and offer comprehensive solutions for ultra-high-net-worth clients. Read More: https://buff.ly/3RGDqgK Stay tuned for more updates and feel free to reach out if you have any questions or would like to learn more about Tiempo Capital's services. #WealthManagement #FamilyOffice #EstatePlanning #TiempoCapital #CitywireFeature #FinancialAdvisors #Banking #ACT60