Hanif Kulad’s Post

Meet the Team at Pathfinder Invoice Finance.🚀 When it comes to navigating the world of invoice finance and finding the perfect funding partner for your business, you need a team you can trust - experts who truly understand the industry inside and out. At Pathfinder, that's what you'll find. Our brokerage is run by seasoned professionals with careers spanning over 40 years and covering almost every role in the invoice finance industry. We’re able to understand each unique business situation but most importantly we’re down to earth and have a sense of humour, which we feel you need in our game. You won’t find pushy sales tactics here, just skilled guidance. Whether you're a startup looking for your first funding line or an established business exploring a new partner. Let’s talk ☕ #PathfinderIf, #InvoiceFinanceBrokers, #MeetTheTeam

Being a financial advisor is challenging. But... You might be curious to know that there's ONE thing specifically that burns advisors out. And if you solve this, it'll make your business (and life) way, way, way easier. Curious what it is? >>> KNOWING WHAT TO DO. Seriously. But here's where folks get this wrong. They say things like >>> "I know I need to do 5 FactFinders this week" or >>> "I know I need to book 5 new meetings this week" or >>> "I know I need 10 referrals this week" And guess what? (this will blow your mind) None of those are ACTIVITIES. Those are OUTCOMES. Knowing what activities to do to achieve those outcomes is the SECRET to success. Under 1 year in business? Click the link below to find out what you should be doing every day. https://lnkd.in/e6WQbxNd

🚨Attention Financial Advisors🚨 Q1️⃣ is in the 📚! Q2️⃣ is off and 👟 3️⃣ Questions for 2024: - What's working so far? - What needs tweaked? - What's the plan to get to your goals? ➡️I speak with advisors all day. Most are not 100% satisfied with their BD or RIA partner. It's unusual to find many that are in complete satisfaction. That's normal! It's also normal to explore what's out there without making an immediate move. The marketplace favors the advisor. 💁♂️Tips to get started: ☑ Engage a professional. ☑ Look at multiple firms. ☑ Be open minded and have fun. Engage. Educate. Prepare. Action. Now is the time. 📱DM, Call, Text or Email: Scott M. Briganti - (402) 216-4758 | scott@successful-onboarding.com Successful OnBoarding, LLC - https://lnkd.in/gVQADuPm #recruiting #change #start #independence #brokerdealers #wealthmanagement #ownership #support #successfulonboarding #nowisthetime #monetize #moment #momentize

"Laurent, like you, I want to do my own thing, how did you get started?" I'm being asked that question more and more these days. I'm humbled by the fact that someone is asking me for advice. And I absolutely do not know the best way to get started. But here is what I've done, and it's been working for me so far. 1. I chose the domain/area of expertise I know the best. 2. I identified who I wanted to work with - founders. 3. I then asked founders the main pain point they encounter regarding finance. 4. When reaching to founders, I ask targeted questions and listen to what is keeping them up at night. 5. I do not force-feed any process or solution, I tailor my efforts to them. 6. The value I provide lies in the versatility of my services. I'm still early in this journey, and learning every single day. It's not for everyone, but I'm happy I did it. I'm glad if that can inspire somebody else. And always happy to provide guidance anytime I can.

My top 10 fails as a firm owner (so far): 1. Letting my business partner chase greener pastures. 2. Not niching from day one; i.e., overextending for clients’ perceived needs instead of sticking to what we do best. 3. Underpricing / discounting our services out of fear / misunderstanding of value. 4. Not hiring a qualified business coach earlier. 5. Waiting until we exceeded capacity before hiring additional team members. 6. Not asking for a Google review from every single client as part of the deliverable process. 7. Not vetting employees better for cultural fit & emotional intelligence. 8. Not getting Series 65 certified from day one to monetize financial advisor referrals. 9. Letting myself become the bottleneck in SO MANY aspects of firm admin and client service. I worked way too much IN the business for years. 10. Waiting too long to implement a solid workflow tool and to hire a practice manager to own workflow & processes.

🐷 “Piggyback for what you lack” 🐷 This is a saying I emphasise a lot within my Ninja Investor Programme Training. It means teaming up with experiences partners to secure funding: if you lack the experience lenders require, parter with someone who already has it 🏘 You could form an SPV (or a limited company) with these experienced individuals. This way, as brokers, our guys can connect you to bridging and development finance lenders, and with the backing of your experienced partners, your company gains the credibility needed to get the deal done. Leveraging partnerships for greater success is the way to go 👏 #InvestingTips #PropertyFinance #TeamworkMakesTheDreamWork #PropertyInvestment #PropertyInvestmentUK

Opportunity losses… That horrible moment when you have to decline a profitable opportunity in preference of the business basics. You can’t clone yourself, and you don’t need to. Next time this happens, we’d love to have a chat. Example: Opportunity potential = £5000. The average Financial Advisers day rate = £1600. Our costs to take those technical reports off your desk and leave you open to the opportunity = Much less! Why not talk to us next time you don’t want to miss out? 👀 #dreamteam #outsourcedparaplanning #finance

💼✨ Accountant Avengers Assemble! First up in our series on the types of people who need an accountant: 1️⃣ The Expense Explorer 📊: If tracking expenses feels like navigating a labyrinth, it's time to bring in the financial guides. 2️⃣ Side Hustle Heroes 💡: Juggling a side business? Let an accountant be your co-pilot in financial success. 3️⃣ Side Business Newbies 🚀: Venturing into the world of side businesses? Start strong with the financial wisdom of an accountant. 🌐💰 Whether you're drowning in receipts, rocking a side hustle, or diving into a new venture, accountants are here to be your financial superheroes! 💪💸 Tag someone who needs an accounting ally! 🦸♂️🦸♀️ #AccountingHeroes #FinancialGuidance #BusinessJourney

Staying in Start-Up Mode 🚀 At Word LX, we thrive on a start-up mentality in the document management/legal tech space. Despite having numerous clients, most have come to us through word of mouth and referrals—the ultimate compliment! We’re deeply grateful to our customers, especially those who recommend us. 😃 Why do our customers refer us? Because we listen. We believe our key differentiator is our commitment to truly hearing our prospects and clients. We listen to: - Understand their needs and how we can help. - Value their business and build strong relationships. - Improve ourselves continuously. We don’t just sell software; we solve problems. When we talk to prospects, we focus on understanding them as people and determining if we can help. If we’re not the best fit, we say so quickly. We aim to: - Win fast when we can help. - Lose even faster when we can’t, directing them to someone who can. We help legal firms gain more billable hours through superior document creation and management. And yes, we are the underdog. 🐶 We love being the smaller player. Great products and services aren’t just for the big players. Being smaller and an underdog makes us laser-focused on: - Outstanding products and even better people. - Building relationships by solving problems, not just selling products. - Content and creativity. - Simplicity in doing business. In a world filled with long wait times, unresponsiveness, high prices, and forced changes, we stand out by putting customers first. 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐡𝐨𝐰 𝐰𝐞 𝐰𝐢𝐧.

As a corporate trainer and founder of Skilldify, I juggle multiple responsibilities every day. Between running a company, managing client projects, and creating training programs, keeping track of my portfolio used to be a constant struggle. I found myself overwhelmed by scattered financial information and struggling to get a cohesive view of my investments and expenses. Multiple apps, hidden charges, and missed insights were adding to my stress. That's when I started using INDmoney And here’s how it transformed my financial management: Unified View: With INDmoney, I synced all my demat accounts and assets into one dashboard. No more switching between apps or trying to piece together my financial status from various sources. Personalized Insights: INDmoney provides detailed analysis on my portfolio,. It’s like having a personal financial advisor at my fingertips. Net Worth Tracking: I can now monitor all my assets, from savings and fixed deposits to vechile in one place. This holistic view helps me make informed decisions and plan better. Credit Card Management: Managing multiple credit cards used to be a headache. INDmoney’s feature to track all my cards, detect hidden costs, and generate insights on my spending has made budgeting and financial planning so much easier. INDmoney has truly streamlined my financial management, allowing me to focus on what I do best—empowering others through training. I’d love to hear about your experiences if you’re already using INDmoney. #financialmanagement