What's Next 4 Financial Advisors, LLC

ATTENTION FINANCIAL ADVISORS if you only watch one video all year make sure it’s this one. You will not find such a high level of practice development skill, insight, and assistance anywhere else on the net. As always, we welcome your kind comments.?#fun #laugh #joy #bloopers

Recently, I sat down with Samantha Finnerty, a very sharp and accomplished financial advisor. Sam does things a little differently from most advisors and it's paid off in a big way in her practice. Check out the clip below and watch the entire conversation on our YouTube page. https://lnkd.in/eArwpSV7 www.whatsnext.coach #nichemarketing #untetheredpractice

What's better than being able to work with your family? Getting to enjoy the weekend with them as well! Recently Tate Kerst and Brandon Kerst played in the annual Parker Marsh Memorial Hockey tournament which raises money for St. Jude Children's Research Hospital. The hockey community is a strong family and it's always nice to see everyone come out and support a great cause. #family #hockey #charity #memorial #support

I recently sat down with Amy Cook, Founder of Maven Lane Financial Group and author of the fantastic book, "Your Money Narrative". In dealing with finances, whether with family members or professional advisors, communication is key. You can watch the full podcast here: https://lnkd.in/gaMXbAmu

What’s next? A partnership we couldn’t be more proud of. Nottingham Outsourced Partner Solutions has teamed up with coaching practice What's Next 4 Financial Advisors, LLC to connect their clients with services that can help grow their businesses. Nottingham Outsourced Partner Solutions, a service of Community Bank, N.A. Wealth Management, leverages the capabilities of sister organizations Nottingham Advisors, Nottingham Trust, and BPAS to deliver turnkey services to help better optimize, enhance, diversify, and scale wealth management businesses: · Chief Investment Officer · Trust Services · Workplace Retirement Plans · Roadways Express IRA · Fiduciary Services “We couldn’t be more excited about our new strategic partnership with the impressive What’s Next team,” says Nicole Hendrix, Director of Institutional and Advisor Solutions. “This partnership — which aligns with Community Financial System, Inc.’s mission to ‘contribute to the prosperity of our community, including our clients, colleagues, and shareholders’ through integrity, excellence, teamwork, and humility — will allow us to expand our reach within the financial services industry and bring our services to more advisors who want to grow and scale their business.” Visit https://buff.ly/3BhYswu to learn more and to view important disclosure information.

We're thrilled to announce our New Partnership! Nottingham Outsourced Partner Solutions leverages the capabilities of sister organizations to better optimize, enhance, diversify, and scale your wealth management business. Among the services they offer are: Chief Investment Officer Trust Services Workplace Retirement Plans Roadways Express IRA Fiduciary Services We're excited about this partnership and look forward to sharing more in the days and weeks to come.?Nottingham Advisors Asset Management To learn more about this partnership, visit our site. https://lnkd.in/gDn9V4zy #partnership #future #whatsnext

Please join us in congratulating these two for passing the Certified Exit Planning Advisor Exam!?This allows What's Next to provide higher levels of service and collaboration to the clients we serve.?? Tate Kerst Benjamin Mossman

Jake Cuthbert, President of Educo Advisor Group, is a multi-talented professional. We recently talked about a couple of his talents and passions. One of those passions is for building a top-notch financial planning business. He recently demonstrated that passion and his focus by "going all in" on building out his firm. Jake hired three new associates in one month and two of them in the same week! We also spent time talking about his talent for cooking and how he has had some fun sharing some of his favorite recipes with clients and friends. https://lnkd.in/e_RQHg-Z https://whatsnext.coach/ #educate #fun #goodfood

Today, we remember the lives lost and the courage shown. Let’s reflect on the strength and unity that emerged from tragedy. #NeverForget

Keeping the destination in mind is important in any venture. In a recent discussion with Brad Kasper of LSA Portfolio Analytics he shared how he and his team keep the client's final destination in mind as they serve the advisors that serve individual clients. Everything you do as a business owner grows your legacy, impact and progress toward the next steps in your life. We see business owners often think of their exit as an event and not as a good business strategy. Everything you do every day as a business owner build value in your business and the strategic steps you take every day lead you to What's Next for you! Be sure you have a strategy that increases the value of your business every day for you to move gracefully into your next stage.