Josh Copeland’s Post

🌟 Financial Advising: A Career That Makes a Difference In the face of so much unpredictability in the world of finance, the role of financial advisers has never been more crucial. Beyond the complexities of financial products, the heart of financial advising remains focused on people, their needs, and their future. 👩🎓 Inspiring Future Generations: There is so much potential in financial advising as a rewarding career choice. It's not just about managing assets but about forging lasting relationships and providing peace of mind to those we serve. Encouraging the next generation to step into this role is essential. We need passionate individuals who are committed to making a real impact. 🔍 The Reward of Service: Imagine the satisfaction of helping someone secure their financial future or guiding them through challenging times. That’s the daily reality for financial advisers. It’s a career that combines expertise in finance with a passion for helping others, making it both challenging and incredibly rewarding. 🌱 Evolving with Integrity: As the industry adapts to new regulations and standards, the fundamental ethos of providing trustworthy and beneficial advice remains paramount. This commitment to ethical practice and client support underpins everything we do, ensuring that the advice we give today builds security for tomorrow. 📌 Embrace a career that brings true value to others and yourself. #IFA #IFANetwork #FinancialAdvice #Careers #LawsonsNetwork

Please share and like to get the word out! 📣 I've included a link to a form listing all the industry experts we're looking for...if you provide any of the services listed, please reach out. _________________________________________________ Seeking collaborative industry experts for a values-driven network! As I delve into Online Business Management, I'm seeking specialists in financial management, tax consulting, marketing, branding, legal compliance, HR, technology, real estate, investing, and more. Let's craft impactful strategies, ensure compliance, optimize IT, and grow portfolios together! If you're ready to be a referral partner, let's connect! Together, we'll empower businesses, achieve success, and make a lasting impact. Drop a comment or message to explore collaboration! 🚀🌟 Pop through the link to connect and view the partnerships we are seeking: https://lnkd.in/ga-Ey8sb #BusinessCollaboration #PartnerWithPurpose #entrepreneur #coaching #growth #growthmindset #IT #accounting #marketing #finance #legal #lawyer #investing #realestate #thinkandgrow

📞 Financial Advisers 📞 Looking to bring a career support person on board to help service your client book? I'm partnered exclusively currently with two top tier Career Client Service Managers who have a wealth of experience supporting Senior Financial Advisers with their extensive client books. Contact me directly to learn more about these Career CSM's to see if they align with your firm! 📩 joflaherty@andersenpartnership.com #TalentThursday #FinancialPlanning #FinancialAdvisors

𝙀𝙫𝙚𝙧 𝙝𝙖𝙙 𝙖 𝙘𝙤𝙣𝙫𝙚𝙧𝙨𝙖𝙩𝙞𝙤𝙣 𝙬𝙞𝙩𝙝 𝙛𝙞𝙧𝙢 𝙢𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 𝙬𝙝𝙤 𝙛𝙚𝙚𝙡 𝙩𝙝𝙖𝙩 "𝙩𝙝𝙚𝙧𝙚 𝙞𝙨 𝙬𝙤𝙧𝙠 𝙗𝙚𝙞𝙣𝙜 𝙡𝙚𝙛𝙩 𝙤𝙣 𝙩𝙝𝙚 𝙩𝙖𝙗𝙡𝙚" 𝙗𝙮 𝙩𝙝𝙚𝙢 𝙣𝙤𝙩 𝙝𝙖𝙫𝙞𝙣𝙜 𝙢𝙤𝙧𝙚 𝙘𝙖𝙥𝙖𝙗𝙞𝙡𝙞𝙩𝙮 𝙞𝙣 𝙖 𝙥𝙖𝙧𝙩𝙞𝙘𝙪𝙡𝙖𝙧 𝙖𝙧𝙚𝙖? We hear it a lot. Here are some very real opportunities where firms are looking to plug strategically important gaps and where there is a real opportunity for growth. 💎 Melbourne - Employment partner or team. Big brand firm which continues to capture market share in Sydney but has huge growth potential in Melbourne for a partner who is wants to expand their practice with work from untapped firm clients. 💎 Sydney - Disputes partner or team. For a firm this size it's surprising that the team is this underweight in commercial disputes. For you this is an opportunity to move into a firm with space: for you to grow, operate, lead. 💎 Los Angeles / New York - Energy Transition, Project Finance, Energy M&A. The partners in this team are telling us that the work from premium clients is flowing in thick and fast as it has been year on year.  Clients are paying premium rates to secure the best team, the best advice and a premium service. The growth of the team in revenue and profitability is hampered only by that amount of work that can be handled and the team's ability to recruit the best lawyers from the US, Canada, Australia and Singapore to service clients. The team would love to hire lawyers to join as 3rd - 7th years. Salaries US$260 - 420k plus bonus. I'd like to talk to candidates interested in the above positions or to any partners or firm's management who feel that they are leaving work on the table in particular practice areas or sectors and would like help with a strategic build. Prefer to talk to someone on the ground in the US? Contact: David Nicol

𝐂𝐡𝐚𝐫𝐭 𝐲𝐨𝐮𝐫 𝐜𝐨𝐮𝐫𝐬𝐞 𝐭𝐨 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐝𝐲𝐧𝐚𝐦𝐢𝐜 𝐰𝐨𝐫𝐥𝐝 𝐨𝐟 𝐟𝐢𝐧𝐚𝐧𝐜𝐞!  Explore the diverse opportunities, competitive salaries, and potential for growth that await you in the financial sector. Which aspect of a financial career excites you the most? Share your thoughts below! #FinanceCareers #CareerGrowth #FinancialSectorOpportunities #Careerwiserecruitment

One of the major costs of any business (unless you’re a sole trader) is employees! 🏬 They’re vital to your business’s growth, and the right employees can elevate your growth to new levels. When you hire someone, it’s akin to an investment. One common dilemma I’ve run into (and helped my clients solve) is hiring a new employee who isn't delivering in their role. By offering them a little flexibility in doing tasks from other areas, you might be able to find a common ground where they’re able to deliver better returns. 📩 steven@accountsdirect.uk #employeetraining #newhire #accountant #accountants #accountantslife #accounting #accountancy #UKtax #businesstax #taxtips #profitability #accountingservices #accountingtips #accountinglife #auditor #manchesteruk #smallbusinessowner #smallbusinesssupport #smallbusinessadvice #businessowner #businesstips #businesstips101 #entrepreneur #businessgrowth #businessgoals

Can you really be a ‘client focused’ practice if you don’t reward Financial Planners for looking after existing clients? I look at websites that rave about the great service these firms offer to their clients, yet they only pay their advisers on new business. It can be frustrating for their advisers. It’s often the reason they come to me looking for a new job. Advisers want to do right by their clients. They’ll often work extra hours to service them, even when they’re not rewarded for it. Perhaps not even valued for it. But they won’t do it forever. They will look elsewhere. Meet with firm’s who assign ongoing advice fees against targets and bonus thresholds. They will move to a practice where they can build a long-term income streams from the relationships they nurture. How financial planning firms pay their advisers can vary greatly from business to business. However, if there isn’t some element of reward for servicing the existing client portfolio, you might find it’s not just the advisers that start looking elsewhere. Exchange Street Recruitment #ifajobs #financialplanning #financialservice #careers

WHY YOU SHOULD HAVE A DEDICATED IR DEPARTMENT/TEAM/STAFF IN YOUR COMPANY 1.     Size of the company: For small companies, this may not be necessary, even though not efficient, but for medium to large companies, it may be advisable to have a dedicated IR department, better still, employees with roles dedicated to Investor Relations (IR). 2.     Co-ordination of roles: The absence of a dedicated IR team often leads to uncoordinated approach and framework to financial communications, inconsistency in messaging, etc. Therefore, a dedicated IR team will serve as a synergy between the various departments - legal, marketing and finance, corporate comms, etc. ensuring every communication ensuing from the company is consistent both in style, tone, and the overall messaging. 3.     Prioritization of primary roles: When you make the finance or legal or any other department perform the IR role, what happens is, whenever they are pressed with their primary responsibilities, they deprioritize IR, but a dedicated IR team knows that IR is its primary function with no room to deprioritize. Therefore, if you want a best-in-class IR programme for your business, you must be ready and willing to make deliberate efforts and plans towards investing in the programme. #Investorrelations #IR #financialcommunication #corporategovernance #AbasieneBassey #lawyer

How do you stay on top of your financial planning with a demanding career? For busy professionals such as lawyers and accountants, finding time to review your long-term financial plans could prove a challenge. However, working with an adviser can be both time and cost efficient. Find out more here: https://lnkd.in/eBBB5zYV #financialeducation #wealthmanagement #career #highearner #lawyer #accountant #toptips

How do you stay on top of your financial planning with a demanding career? For busy professionals such as lawyers and accountants, finding time to review your long-term financial plans could prove a challenge. However, working with an adviser can be both time and cost efficient. Find out more here: https://lnkd.in/euVfErdP #financialeducation #wealthmanagement #career #highearner #lawyer #accountant #toptips