Kim Austin’s Post

As a scion of a business owner, there are considerations and options one has to carefully weigh in deciding whether or not a career in the family business is the right path to pursue as part of the wider succession plan. This article by Nicole Bettinger Zeidler provides an excellent discussion of the key factors one ought to consider in making that critical decision. #successionplanning #familybusiness

Are you ready to hear some real-life success stories about financial advisors who recently made the move to a new firm?! 🎉🌟 As someone who helps financial advisors navigate the tricky process of transitioning to a new firm, I can tell you firsthand that having the right support can make all the difference. That's why I'm so excited to share the inspiring interview with two advisors who recently made the leap with the help of Michael King Associates! 🙌 In this exclusive interview, these advisors share their experience working with us and how we helped them find their perfect fit in a new firm. From connecting them with top-notch options to ensuring a smooth transition, these advisors sing our praises and shed light on the benefits of partnering with a professional during this important time in their careers. 🌟💼 Want to hear it straight from the horse's mouth? Check out the interview here: https://lnkd.in/gaZj_JdF 🎤🔥 If you're considering a move to a new firm and have questions about the process, don't hesitate to reach out to me! I'm here to help you make a successful transition and find the perfect fit for your career goals. Let's chat and get you on the path to a brighter future! 🌟💰😊 #financialadvisors #transitionsuccess #newbeginnings #careermove #communityovercompetition #investinginthebest #confidenceiskey

Are you ready to hear some real-life success stories about financial advisors who recently made the move to a new firm?! 🎉🌟 As someone who helps financial advisors navigate the tricky process of transitioning to a new firm, I can tell you firsthand that having the right support can make all the difference. That's why I'm so excited to share the inspiring interview with two advisors who recently made the leap with the help of Michael King Associates! 🙌 In this exclusive interview, these advisors share their experience working with us and how we helped them find their perfect fit in a new firm. From connecting them with top-notch options to ensuring a smooth transition, these advisors sing our praises and shed light on the benefits of partnering with a professional during this important time in their careers. 🌟💼 Want to hear it straight from the horse's mouth? Check out the interview here: https://lnkd.in/eJU9ruhA 🎤🔥 If you're considering a move to a new firm and have questions about the process, don't hesitate to reach out to me! I'm here to help you make a successful transition and find the perfect fit for your career goals. Let's chat and get you on the path to a brighter future! 🌟💰😊 #financialadvisors #transitionsuccess #newbeginnings #careermove #communityovercompetition #investinginthebest #confidenceiskey

This picture is the moment I decided to leave my previous role. It was a really pivotal moment in my life. My previous business was talking about their values. The values: - Were perfect for an accountancy firm - Suited to the clients we worked with - Fit the practice perfectly So - all well and good then! Well no. The only issue was, I felt like none of them resonated with me properly. They fit the practice, but not me. This was a business: - I was very proud of - I had helped build from the ground up - I felt extremely passionate about Suddenly - the business I helped to build had become something that I didn’t really fit into anymore. I felt lost. I felt unsure of what to do next. I had to find my purpose. I had changed, and I wanted something a little less… …accounty 😂! But I wasn’t quite sure what that ‘thing’ was. ⏭️ 30 days later I launched Added Perspective. I was daunted by the prospect of going solo again. I had no career fall-back to rely on. Totally… alone. BUT - I’m now working to the beat of my own drum, towards a purpose that suits ME and not anyone else. I came to realise I should have taken this decision all along, but it took one moment to totally change everything for me. PS: What is one moment that really changed everything for you?

A job candidate asked me - "What's the kindest thing anyone's ever done for you?" I've been thinking about it for two months, but my instinctive answer was the right answer. My reply: Newly minted advisors at big brokerage firms are fresh meat for senior advisors. They swarm the newbies hoping to recruit cheap labor. I knew I wanted to start my own thing, so hitching my trailer to someone else was never a consideration, except... ...after my first 12 months, I closed no one except my parents. I was broke, on the verge of divorce, and doubting everything. So out of desperation, I started exploring the possibility. After talking with 3 different senior advisors, I sat down with my Market Manager, Kevin Kitchin. Kevin was one of - maybe even THE - kindest, most generous, and forthright leaders I've ever worked for. His employees' success was prioritized above all else, but he wasn't there to mother you. He wouldn't hesitate to tell it like it is. Frankly, he's the type of leader I aspire to be with my team. "So Rick, I've heard you've talked to Dan and Ian and Steve. How do you feel about teaming up?" "Well... uhh... you know Kevin, I don't REALLY want to. I've always wanted to build my own thing, but I'm not sure I have a choice." "Okay. And why is that?" "I mean I've been cold-calling my ass off for a year, but I haven't closed squat. I'm about to go 100% commission and...well... I'm just at the end of my rope." "Well, Rick. You wanna know what I think? My voice cracked and I blinked to displace the tear forming in the corner of my eye... "Yeah?" "I don't think you should team up. I know the people that should and you're not one of them. Don't take the easy road. That road's not yours to follow." If life boils down to a few critical moments that was one of them. If Kevin had told me to team up instead, I would have. And my life and business would have taken a completely different path. It'd be ANOTHER 6 months of crickets, sleepless nights, and even a Performance Improvement Plan. But through it all, I never stopped to look back ever again. He was right. The easy road wasn't mine to follow. Thanks, Kevin.

When it comes to your business, big doesn’t always mean better. Making the choice between big and boutique is a personal and professional decision that could change your career. Boutique independent firms generally have a superior service model and more personalized approach. Download our exclusive white paper, 5 Reasons to Join a Boutique Firm, to learn more. #financialadvisor #prosperafinancial #independentadvisor #wealthmanagement

Why I quit management consulting (to write on the internet): 2017, I imagined myself as a consulting partner. • Speaking in boardrooms • Leather suitcase • Fancy suits I wanted the prestige. But a few years later… I met one business owner that shattered my dream. He was in trouble. He thought his SaaS tool could help everyone. So he marketed it to everyone. And no one was buying. His life savings was in his company. And it was a sinking ship. So I showed a simple way to target people who need him the most. That framework gave him hope. Hope that he wasn’t a failure. And he broke into tears. No corporate executive ever shed a tear from my framework. That vulnerable moment was the first crack in my foundation. I questioned my reality. So I grabbed a black notebook and walked around the city. For SIX hours. • What do I want in life? What don’t I want? • What do I see me doing in 10 years? • What would I regret not doing? Then the next day. Another six hours. I needed a new notebook. I realized I didn’t want to wake up at 80 to realize I didn’t live life to help others. I was walking the path that the consulting partners laid before me. It was an amazing path. But it wasn’t for me. Consulting gave me a gift. It taught me the tools the largest companies use to grow. And these solutions will transform the lives of small business owners. All over the world. If they only knew about them. So I quit my job. Took my growth frameworks to business owners on the internet. Success to me is no longer prestige or money. Success is helping 1M business owners. In every country around the world. Everyone thinks building your dream is the hardest part. It’s not. It’s actually being clear on what impact YOU want on the world. It’s hard. It’s uncomfortable. It takes a long time. So most people don’t do it. They accept whatever path was handed to them. So be intentional. And build the solution the world needs from you. Enjoyed this? ♻️ Re-post to help others build their dream. Thank you!

𝗧𝗵𝗲 𝗥𝗲𝗰𝗶𝗽𝗲 𝗳𝗼𝗿 𝗠𝗮𝗸𝗶𝗻𝗴 𝗮 𝗠𝗮𝗿𝗸 This concise mantra encapsulates the essence of a fulfilling and impactful life journey. It advocates for a balanced approach that combines dedication to hard work with the enjoyment of the process. By instilling a sense of purpose and ambition, it inspires individuals to strive for greatness and leave a lasting legacy. 💪 Share your thoughts in this post by Timothy Armoo and COMMENT below. https://ayr.app/l/CVFJ #finance #financialanalysis #CFO #financialmanagement #financialcommunication #financialstrategy

"I cannot do it all!" That was Lisa when we (finally) spoke last week. She'd worked 13 days straight without even time for our weekly call. What happened is that the person she was relying on as a second-in-command was off working her side hustle, leaving Lisa to be on site every single day. Lisa originally chose me to get help with her pricing. While we were getting to know each other, she mentioned her struggle to reduce the amount of time she spent on site with clients. I designed a consulting option that includes both pricing and restructuring her role. Because every company is an ecosystem, and changing one element affects others. She needs to be free to work <for> her business, rather than <in> the business. She thought she had made progress on this until her associate disappeared without notice. We discussed some ways for her to find a new associate which she is working on. I urged her to also become more selective in the client work she accepts, focusing on larger projects that make huge IMPACTs on her clients, who are completely comfortable paying fees proportional to those IMPACTs. Prioritizing these high value clients will actually give her more time because for them it's not about the time she spends, it's about the way she changes their lives for the long term. She's an accomplished expert in her field, she can work quickly, and she has other team members who can execute at the highest level. Lisa is experiencing first hand that her company, like every company, is an ecosystem. When one element changes, others will also change. In this case, as her role changes, the company's clients will change, as will the fees they pay. It's so easy to say "oh, yeah, I know I need to work on my business, not in my business." And then find out that things beyond your control make that hard to do. Who helps you get back on that path? A friend, colleague, family member, or perhaps an outside advisor? If you're thinking maybe an outside advisor will help, let me know. I love helping professional and B2B services firms redesign their company's ecosystem, to achieve their goals.

🤔What does it take to get noticed around here? You're meeting all your targets & doing a good job but not getting noticed! Move your career forward, instead of just sitting & waiting to get noticed by your firm, with a Progress to Partner subscription.⁠ ⁠ 📌 What exactly are the partners looking for? And just what is the process to get promoted?⁠ ⁠ 📌 How are you meant to hit your billable hours target AND find the time to win your own clients and build a team?⁠ ⁠ 📌 How big does your client portfolio need to be to get onto Partner Track?⁠ ⁠ 📌 How on earth can you get out from under your partners’ shadow to win your own work and get noticed?⁠ ⁠ I created Progress to Partner Academy to help you cut through all the rumours and hearsay that run wild around your firm! ⁠ ⁠ All the help, guidance and resources you need to build your partner-ready skills from the team at How to Make Partner.⁠ ⁠ 👉www.howtomakepartner.com ⁠ #partnertrack #accountancycareer #legalcareer #lawyers #auditcareer #big4life #legallife #lawyerlife #attorneylife ⁠#corporatelife⁠ #accountantsandaccounting #accountantcoach #lawyercoach #consultantcoach #accountingtips #youngaccountants #howtomakepartner #progresstopartner⁠