GenXFinancial

Hear from GenXFinancial President and Founder Brian Heapps CLU®, ChFC® on why GenX was founded and how the platform supports independent financial advisors. #financialadvice #financialadvisor #successionplanning

As we embark on the new year, we want to hear from YOU! What are some of the key goals you’re setting for 2025? Whether it’s expanding your client base, enhancing your service offerings, or improving operational efficiency, your aspirations matter! 💡 Additionally, what type of resources or support would be most beneficial in helping you achieve those goals? Are you looking for educational materials, networking opportunities, or technology solutions? Let us know in the comments below! Together, we can create a roadmap for success in the new year! 🚀💼 #FinancialAdvisors #GoalSetting #2025Vision #AdvisorCommunity #ProfessionalGrowth

As the new year begins, empowering yourself as a financial advisor is essential for both personal and professional growth.

As A Financial Advisor, You HAVE To Recharge and Rejuvenate!

Clients who feel genuinely cared for, not just sold to, become raving fans who fuel sustainable growth through referrals and long-term loyalty. This relational approach is the secret to building a distinguished, values-driven practice.

As a financial advisor, preparing for the upcoming year involves strategic planning, staying informed about market trends, and strengthening client relationships. By staying proactive, adapting to changes in the financial landscape, and strengthening your relationships with clients, you can position yourself for continued success in the upcoming year.

📢 WE ARE HIRING: The Associate Planner position will serve, engage, and retain existing clients. You will provide wealth management and financial planning to our clients while cultivating new relationships and engaging clients in the advice market. No prospecting is required, and this is a fully remote position. FINRA Series 7 and Series 66 are required for this position. The compensation range for this position is $50-70k and will depend on qualifications and relevant experience. Position Responsibilities: Proactive meetings with clients to discuss their financial needs and goals. Generating new client relationships through lead follow-up, referrals, personal relationships, and strengthening relationships with existing clients. Collecting relevant client information to determine options that align with clients' financial situations. Advising clients on topics such as budgeting fundamentals, goal setting, and debt management. Developing and sustaining long-term relationships with clients to encourage ongoing business and client referrals. Building in-depth knowledge of our product and service offering to clearly present options to prospective and existing clients. Executing calling campaigns that coincide with both company and team-specific marketing initiatives. Achieving individual sales and productivity targets. Promoting the organization and its offerings both internally and externally. Providing timely assistance to clients with their service-related inquiries and requests. Position Requirements: Bachelor’s degree or equivalent experience required. A minimum of 2 years of experience in a client-facing role is required. Minimum 1 year of experience in Financial Planning and Sales. Excellent written and verbal communication skills. FINRA Series SIE, Series 7, Series 66 required. CFP® Professionals or progress toward preferred. Compensation: The compensation range for this position is $50-70k and will depend on qualifications and relevant experience. The package will include salary, benefits, a 401(k) with Matching Contribution, and the potential for incentive compensation based on your personal goal achievement. Sponsorship for becoming CFP® Professional. https://lnkd.in/eqWqJqA6

🌟 Empower Your Clients with Financial Literacy! 🌟 As financial advisors, we have the unique opportunity to transform lives through education and guidance. 📊💡 Let's inspire our clients to take charge of their financial futures by emphasizing the importance of financial literacy! Here are some ways you can motivate and empower your clients: ▶️Educate Continuously: Host workshops or webinars that cover essential financial topics. Knowledge can change mindsets and behaviors! ▶️Create Simple Resources: Develop easy-to-understand guides or infographics that simplify complex financial concepts. Make learning fun and accessible! ▶️Encourage Goal Setting: Help your clients identify their financial goals and create actionable plans. Empower them to envision their future! ▶️Share Success Stories: Highlight real-life examples of clients who have achieved financial success through informed decisions. Inspire others to follow suit! ▶️Promote Open Communication: Foster an environment where clients feel comfortable discussing their financial concerns. Your support can make all the difference! Together, let’s champion financial literacy and equip our clients to make informed decisions that lead to financial freedom! 💪✨ What strategies have you found effective in promoting financial literacy among your clients? Share your thoughts below! 👇💬 #FinancialAdvisors #FinancialLiteracy #Empowerment #ClientSuccess #FinancialEducation Brian Heapps CLU®, ChFC®Amy Heapps, MSM Malcolm Thomas David Reichert Ashsha Hickey-Hughes, MBA

See you at ConnectED 2024!!!