Morgan Neighbour Coaching’s Post

📢 Meet with our #trustservices team from the #Caribbeanregion at the upcoming #STEPCaribbean Conference from 10-12 May for an insightful discussion on the key issues affecting clients in these uncertain times, and the #successionstrategies HNWIs and families can implement. #TeamTridentTrust #fiduciaryservices #wealthstructuring #assetprotection

Where the company is growing day by day but it is difficult to have employees, in such a company the future of the employees is ruined.👩🦲👩🦲👧👧👦👦 #nbfc #nbfcs #bankingindustry #bankingandfinance #bankingsector

Dear SVBers and former SVBers: What We Have Learned (Part 2) Moving on from the lesson to make all of your financial decisions in the context of getting to do everything you want in life, there are many other things to be learned from the events of March 2023. Below, I list a few. If you are comfortable doing so, please comment with any others that come to mind (or simply DM them to me and I can share them anonymously with the goal of helping other SVBers). Have an Emergency Fund. Your Emergency Fund should be enough to cover....emergencies! ツ For most of you, the most obvious emergency is losing your job, so figure out how much you need to bridge to the next gig and keep that money liquid and available (think savings account, NOT CDs and don't worry about returns for this money - it's job is to simply be there when you need it!). Sell your company stock. This one is a bit obvious now and it's not enough to just sell your stock. You need to have someplace for that cash to go. That place is (in order): 1) top off your emergency fund 2) set aside for any large expenses in the next 5 years 3)move any remaining funds into your Long-Term Portfolio Strategy. Always update your resume/LinkedIn Profile. While we do the best we can at work every day, it only takes one or two bad decisions from other people in our firm to blow the place up. Know that your job and your identity are two different things, though they must be compatible. Having worked at SVB for 10 years, I know this was a difficult thing for many employees. You can only control so much in life, so be sure to do that, but don't give your identity entirely over to any group (employer, political party, religion, or otherwise). It's simply not a healthy thing to do! What else have we learned? #svb #fcb #hsbc #jpmorgan #goldmansachs #bofa #firstrepublic #bridgebank #cibc #wellsfargo

In conversation with Mr. Dev Raman Founder & Managing Partner, Lastaki Advisors Pvt. Ltd. about the impact of trust on the success and longevity of BFSI Brands. #MDTrustedBFSIBrands🏆| “Trust has become more important in today’s life because of the changing environment and consumer often gets confused about what is right for them.” Watch the full interview by Dev Raman, Founder & Managing Partner, Lastaki Advisors Pvt. Ltd.

This week’s video is presented to you by Adviser Support, Madison S.. With balanced entrants and exits, the total number of Australian advisers remains the same as last week. The biggest gain of the week goes to InterPrac Financial Planning Pty Ltd, with 3 joining. Followed closely by new licensee, Provident Super Strategies. A big welcome to 4 new advisers: Abdul Abid (Financial Services Group Australia), William Woodford (Templeton Advice Group), Ben Hutchieson (NAB), and Lachlan Walsh (Morgans Financial Limited). Congrats all! Your Adviser Ratings profile is ready for you to claim! (Link in comments below) #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

St James's Place (SJP) recently made headlines with its plan to abolish exit fees by mid-2025. It is a commendable move but a reactive one forced by the regulator. This raises questions about the transparency and client-centricity of their service model. Enter the SJP Second Opinion Service (SJP SOS) by Frazer James, a no-commitment consultation tailored for SJP clients. Discover a transparent, client-focused advisory approach. Are you ready to switch lanes to a more transparent financial journey? Book your SJP SOS today: https://buff.ly/3tSf0Yl #SJPSOS #FinancialTransparency #ClientFocused