Top Trending LinkedIn Posts about financial advice

Financial advice from best-selling author, Ramit Sethi.

Stop making £3 decisions.

Start making £30000 decisions.

#decisions #finance #wealth

Your deduction of 42,000 just became a penalty

And an IRS audit

If you rent out your property as an STR,

Always consult with a

🌟 Wednesday Wealth Wisdom: The Importance of Recharging to Prevent Burnout

This Wednesday, join us for an enlightening session of Wednesday Wealth Wisdom where

As consolidators tighten their acquisition criteria and older clients lose value, digital advice channels emerge as a game-changer for financial planners.

Wes Nixon

Engaging younger clients with digital advice secures long-term revenue and provides a competitive edge in today’s market.

By fostering relationships with clients earlier,

Financial planners, it’s time to tap into the immense potential of the younger generation!

Digital advice channels provide an excellent opportunity to engage

Secure the future of your financial planning business - engage the next generation of clients through digital advice.

By providing financial education and

🌟 Wednesday Wealth Wisdom: How to Survive Inflation

This Wednesday, join us for an enlightening session of Wednesday Wealth Wisdom where we focus on

Bucking the Ordinary: The Unexpected Path I'm Teaching...

Credit cards. Some see them as financial foes, but to me?

They're

𝗗𝗮𝗿𝗲 𝘁𝗼 𝗦𝘄𝗶𝗺 𝗔𝗴𝗮𝗶𝗻𝘀𝘁 𝘁𝗵𝗲 𝗖𝘂𝗿𝗿𝗲𝗻𝘁: 𝗧𝗵𝗲 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗮𝗿𝗱𝘀!

The financial guru who pervades your social feeds urges you to

The acquisition market has slowed down, but digital advice offers a strategic solution.

By attracting and retaining younger clients through digital channels, financial

The acquisition market in the IFA space has decelerated due to tightening borrowing abilities, leaving financial planning firms needing innovative solutions.

Digital advice

Is there anything more frustrating than hearing “YOU'RE DOING IT WRONG” from so many of the other financial gurus out there?

Our Answer: Yes.

“Financial” advice that will actually set you back:

• “Your primary home is the best investment you’ll ever make.”
• “Don’t take risks with your

Be warned; read on at your own peril.

These are some of the worst pieces of money advice I’ve ever received.

Not All Advice is Created Equal 💡💰

Swamped by well-meaning but misguided money advice? You're not alone.

I've learned the

Growing up, my mother and aunts emphasized the importance of marrying well.

Similarly, my grandmother passed down this advice, as did her mother before

Consumer Duty has unintentionally led advisers to prioritize clients with higher assets.

🎯 45% of advisers have shifted focus to higher-asset clients.

📈 Minimum asset

What are the Trends Shaping the Future of Financial Advice?

Here is an interesting conversation between Morningstar Wealth CIO Philip Straehl and Chief

Financial advice industry is seeing a shift in fee structures, impacting clients with smaller portfolios.

💵 38% of advisers have increased fees for small

Consumer Duty aimed to improve client outcomes, but it has had some unintended consequences.

🔍 The advice gap is widening, with fewer people paying

"Sir, if I encounter any disease, my family will be destroyed financially."

I was sitting in a cafe in Pune, working on some financial

Despite the challenges, there is hope for innovation in the financial advice industry post-Consumer Duty.

💡 Increased demand for creative thinking and new technology.

📈

The inheritance economy presents significant opportunities for financial advisers.

As property wealth transitions to liquid assets, there will be an increased need for investment

Financial Advice for You: Spend money on memories that will last a lifetime.

Did so myself with a trip to Amsterdam and London.

And it’s

Tired of traditional tax advice that doesn’t move the needle?


Here's how to truly optimize your financial game:


→ Accelerate income now big expenses

𝙀𝙫𝙚𝙧 𝙛𝙚𝙚𝙡 𝙡𝙞𝙠𝙚 𝙮𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙜𝙤𝙖𝙡𝙨 𝙖𝙧𝙚 𝙟𝙪𝙨𝙩 𝙖 𝙗𝙡𝙪𝙧?

Take control today. Write down your top financial goal and take one

🤔 𝘼𝙧𝙚 𝙮𝙤𝙪𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙘𝙝𝙤𝙞𝙘𝙚𝙨 𝙢𝙤𝙫𝙞𝙣𝙜 𝙮𝙤𝙪 𝙛𝙤𝙧𝙬𝙖𝙧𝙙 𝙤𝙧 𝙝𝙤𝙡𝙙𝙞𝙣𝙜 𝙮𝙤𝙪 𝙗𝙖𝙘𝙠?

Tomorrow's 𝗧𝗶𝗽 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 isn't just advice—it's a game-changer.

We’re

Financial Advice

It truly is one of the best careers in the world ...

* helping other people live a better

Financial advice is all about giving you choices and making informed decisions. This is a wonderful testimonial to have received. Thank you James South. I really