Ivan Teo’s Post

Thanks to their fantastic interpersonal skills and daily one-to-one meetings with clients, financial service workers who become UW Partners often discover how well-suited they are to the business. And that it can even help with the services they offer in their roles. See how some finance professionals have benefited from this business opportunity, shared their successes and the ways the UW opportunity has changed their lives. To find out more, click the link in the first comment. #FinanceProfessionals #financialservices #mortgageadvisors #mortgagebrokers #BeYourOwnBoss

[For Financial Advisors] 🔥1 Day To Go LIVE🔥 𝐎𝐛𝐣𝐞𝐜𝐭𝐢𝐨𝐧 𝐇𝐚𝐧𝐝𝐥𝐢𝐧𝐠 𝐋𝐢𝐤𝐞 𝐀 𝐏𝐫𝐨 & 𝐒𝐚𝐥𝐞𝐬 𝐂𝐥𝐨𝐬𝐢𝐧𝐠 𝐋𝐢𝐤𝐞 𝐀 𝐏𝐫𝐨 𝐖𝐨𝐫𝐤𝐬𝐡𝐨𝐩 Click the link to register now - https://lnkd.in/gGqrNBTy In this LIVE Workshop, you will learn... 👉 The science and art of handling objections [so that you will have more confidence to handle ANY objection with ease] 👉 The proven 4-step framework of the OBJECTION HANDLING PYRAMID to convert any objection into a closed case [so that you will enhance your competency and become a pro in converting any objection into a closed case] 👉 The art and science of closing a sale without being pushy and The psychology of closing bigger case sizes [so that you can close more sales and bigger cases and reach your income goals faster] . #FinancialConsultant #financialadviser #financialplanning #financialadvice #financialplanners #insuranceagent #wealthmanagement #wealthplanning #wealthadvisor #mdrt #CertifiedFinancialPlanner #RaghuReddyShow #Insurance #InsuranceAgent #insuranceagency #FinancialAdvisor #FinancialAdvisors⁣⁣ Raghu V Reddy, MDRT, COT, TOT Expert High Performance Coach and Consultant⁣⁣, Financial Advisors High-quality Recruitment Expert

👇 Here's the ugly truth about running a finance company! This job isn’t glamorous. There’s a social stigma around being a financial consultant. People see it as “just a sales job.” But what we’re really doing is protecting families. We help clients plan for futures they’d rather avoid thinking about. It means sitting down to uncover gaps in their financial plans. Convincing someone to set aside $1,000 for insurance isn’t easy. Especially when a holiday or a new gadget seems more tempting. Planning for the future is can be a bit boring for some: you can't see it so why worry about it now? But the value is there: peace of mind and a secure future. Honestly, after being so many years in the industry I realise it’s not for everyone. But for those of us who do it, the fulfilment is worth it. What’s the hardest part of your job that no one understands? #finance #work #uglytruths #finexis #finexisadvisory

Certain challenges up ahead for 1st Generation Start up. 1. Majority of time consume in managing money ( from whom to receive ? whom to pay ? when to pay and when to receive) 2. Inadequate talent. 3. Retaining talent. 4. Dependency on key employees  5. Lack of knowledge on financial matters. 6. Overlook of financial and risk management. 7. Compliance Challenges (Tax, GST, ROC)  8. Absence of Finance leadership  9. Lack of quality CFOs/Controller. 10. Capacity utilization. 11. Working capital problem. 12. Loan trap. We have established HPR CFO Services to address the above challenges in a Realtime basis and providing 24/7 solution to start up. #Statup #Firstgenerationentreprenuar #CFOServices #Outsourcefinance #Businessadvisoryservices

Financial services

Financial Services

#FinanceProfessionals #FinanceCareers #CareerDevelopment #FinanceJobs #FinanceCareerTips #FinanceIndustr #FinancialAdvisor #InvestmentBanking #FinancialPlanning #FinancialAnalyst #CareerGrowth #ProfessionalDevelopment #FinanceCommunity #FinanceEducation #CareerSuccess #FinanceNetworking #FinanceSkills #FinanceLeadership #FinanceTraining #FinanceMentorship Share your comments below.

With 1 in every 6 financial services employees needing to be reskilled, the Financial Services sector is facing a major skills and capability gap. If left unaddressed, these skills gaps can widen and hinder your organization’s agility, growth, profitability, and long-term success. Does your organization have the top skills needed to thrive in 2024 and beyond? If not, it's time to act now. Here are the Hot Skills in Financial Services for 2024: https://hubs.la/Q02tRMsc0 #HotSkills #FinancialServices #SkillsGap #Reskilling

At Nexxess, it’s all about relationships.🤝 Whether you're a consultant, referral partner, or client, we’re here to support each other with discovery calls, strategy sessions, and closing deals.💼 Because teamwork and relationships are the foundation of success—no matter where you're located. 🌎🏆 Subscribe to our YouTube channel for more insights on wealth management and tax strategies. 🌐 Learn more at: www.nexxess.com #FinancialSecurity #TaxEfficiency #TrustedAdvisor #NexxessBusiness #WealthManagement #AssetProtection #FinancialPlanning #TaxStrategy #TrustPlanning #BusinessConsulting #FinancialFreedom #GenerationalWealth #WealthBuilding #EstatePlanning #TaxSavings #ReducingRisk