ALLIANCE Credit Union Texas’ Post

I want to connect with you! This page is here as a resource for Financial Advisors and Financial Service Professionals who are ready to learn and grow in their professional career. 👨💼📁👩💼🌟 What are some topics you've been wanting to know more about? Drop them in the comments!

Imagine Joining my team of financial professionals and in less than a month you’ll get licensed! And in less than two months you’ll be appointed by the top financial companies and start earning $2,500+ in income by educating and servicing financial products in the communities that you’re already a part of! Interesting in the idea of being financially FREE and impacting families, friends and surrounding communities??? Commet below “interesting” SN: MOTIVATED & AMBITIOUS PEOPLE ONLY!

Today's Tip Find someone to help you. It doesn't have to be a paid professional, but it does need to be someone you can trust who has both a good knowledge of financial independence and asset allocation, etc. It also should be someone who is willing to periodically help you be accountable for your actions. We all need some help. Even financial advisors should have someone overseeing their plans and giving them periodic feedback.

Reid’s clients know what they want to achieve—he helps them get there. It’s what he finds endlessly rewarding about his work as a financial advisor. Helping real people reach real goals. If you’re looking for work where the payoff is tangible (and powerful), explore the Thrivent financial advisor career: https://lnkd.in/esevWZ83

Reid’s clients know what they want to achieve—he helps them get there. It’s what he finds endlessly rewarding about his work as a financial advisor. Helping real people reach real goals. If you’re looking for work where the payoff is tangible (and powerful), explore the Thrivent financial advisor career: https://lnkd.in/e2X5628D

Reid’s clients know what they want to achieve—he helps them get there. It’s what he finds endlessly rewarding about his work as a financial advisor. Helping real people reach real goals. If you’re looking for work where the payoff is tangible (and powerful), explore the Thrivent financial advisor career: https://lnkd.in/gm4XyDR6

That’s what you’ll get as a Thrivent financial advisor—the freedom to set your schedule to achieve balance in your life. Plus, you’ll earn an attractive income and receive industry-leading benefits and comprehensive paid training and coaching to help you build a successful business. Discover more about the financial advisor career: https://lnkd.in/gsXAi_T5

"Partnering in Pursuit of Financial Freedom" in not only our central focus when it comes to clients, it also extends to our team. Success as a Financial Advisor can be achieved by many paths. Whether you own your own practice or work in a company, there often comes a time where you begin thinking about the next step in your career. If this is you, I encourage you to reach out.

Creating a human first firm goes beyond helping clients with the numbers. It requires a mental shift in how you think about your role as a financial advisor. For some, this is an easy shift...or maybe not even a shift at all. For some, you may have a desire to make the shift but aren't sure you can or want to go at it alone. Whether or not it's an easy shift, bringing in a Financial Behavior Officer can help your firm go Beyond the Plan™ to support clients in all the ways mentioned in this graphic. In addition I would add/specify: 1) Helping clients have meaningful conversations with their partner &/or children 2) Understand how their thoughts and feelings connect to current financial behaviors. 3) Navigate tough decisions like pre-nup, beneficiary designation, trusts for adult children, selling a business, etc. Daniel Crosby, Ph.D. shared this graphic earlier this week noting that "the future of advice is much bigger than money management." How will your firm show that you are growing in this direction? Not sure? Then I'd love to chat.

Hey LinkedIn Fam, Time to recruit financial superheroes – those who balance budgets by day and save spreadsheets from evil by night! 💼🦸♂️ I'm on a mission to match you with your financial sidekick. Comment or DM – let's find your financial hero! #HiringAccountants #FinancialHeroes #RecruitmentMission