Sam Instone’s Post

Let this settle in: 90% of financial advisers have to apologise to clients on behalf of antiquated processes that slow everything down (specifically relating to letters of authority). Pretty damning, right? Frankly, in this day and age, it’s shocking to see this true extent of the issues with the LoA process. So much so, the lang cat stated, “This is about as stark a finding we’ve seen in any of our research”. For more insights from both provider and adviser views, give the Whitepaper, LoA Process: Just Fix It Already, a read: https://lnkd.in/emes3VjJ

Dext: All You Need to Know About Sundry Expenses https://lnkd.in/ebQz3RDi Sundry expenses are small, irregular costs that can disrupt financial clarity if not tracked properly. Click the link to find out more ☝️

Let this settle in: 90% of financial advisers have to apologise to clients on behalf of antiquated processes that slow everything down (specifically relating to letters of authority). Pretty damning, right? Frankly, in this day and age, it’s shocking to see this true extent of the issues with the LoA process. So much so, the lang cat stated, “This is about as stark a finding we’ve seen in any of our research”. For more insights from both provider and adviser views, give the Whitepaper, LoA Process: Just Fix It Already, a read: https://lnkd.in/eguFxf8R

Now let this settle in: 90% of financial advisers have to apologise to clients on behalf of antiquated processes that slow everything down (specifically relating to letters of authority). Pretty damning, right? Frankly, in this day and age, it’s shocking to see the extent of the negative impact caused by the LoA process. So much so, the lang cat stated, “This is about as stark a finding we’ve seen in any of our research”. For more insights from both provider and adviser views, give the Whitepaper, LoA Process: Just Fix It Already, a read: https://lnkd.in/eA2spp-V

We’ve published our new claims report, showing how we were there to support your clients financially, emotionally, and practically last year. The report has our claims stats, real claim examples and more to help you position the value of protection with clients. Financial advisers can view the claims report here: https://bit.ly/49wpMCM

Consult your client’s instructions for accurate income reporting—consistency is key! ✅ #ClientGuidance #FinancialAccuracy

Updates to the Uniform Guidance, effective 11/1/2024, include indirect costs, fixed amount subawards, mandatory disclosures, and more. https://ow.ly/UPHr50RsoYV

Without a finance or accounting background, grasping the intricate details in financial documents might be tough. However, dedicating time to understand financial statements, like income statements, can significantly boost your career as a professional. #CareerProgression #ProfessionalGrowth #palmoil #HBS

As more Americans face exceeding profit thresholds, understanding IRS rules and maximizing your basis is key. Dive into the details and start saving today!