"Am I doing okay?" It's the question every client has. Dive into this Elementality episode where Reese & Carl share how Elements helps you give the reassurance your clients seek. Tune in here: https://hubs.la/Q02p7w6c0 #fintech #financialplanning #financialadvisor #wealthtech
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As in industry, are we too focused on the internal demands of running an advice business and not enough on the end consumer? This was one of the topics of discussion when Peter and Tahn Sharpe of The Inside Network caught up. You can listen to the full episode here 🎙️ https://bit.ly/3Ql4amb #finuragroup #fintech #wealthtech
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Catch one of our latest episodes, where Colin Day, CFP®, EA, MBA Day from Correct Capital shares his strategy for integrating Elements with social media to attract and engage potential clients. Listen here: https://hubs.la/Q02rysNz0 #fintech #financialplanning #financialadvisor #wealthtech
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Episode drop! Should financial advisors expect more from the vendors they partner with? Join us for this interesting conversation with special guest Brad Johnson to learn more! Subscribe & Listen here: https://lnkd.in/eBUaDXmY #financialadvisors #wealthmanagement #fintech
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Discover the wisdom of our co-founder, Ophelia Snyder. She shares her insights on the convenience people seek in financial matters. Dive into her thoughts here. #21Shares #Fintech #FinanceSimplified
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CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
Such a refreshing conversation. Think about all the vendors you pay to support your advice practice. In a world of outsourcing to tech experiences, who is bringing critical uplifting human value to you? Just as advisors go beyond financial management for their clients- who is doing that for you? Are you surrounded by vendors or partners?? Check this out. Brad Johnson Kristin Shea, RICP® Derek N.H. Notman, CFP® Rethink. Financial Advice Podcast #DBDL
Episode drop! Should financial advisors expect more from the vendors they partner with? Join us for this interesting conversation with special guest Brad Johnson to learn more! Subscribe & Listen here: https://lnkd.in/eBUaDXmY #financialadvisors #wealthmanagement #fintech
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Embrace the week ahead with a clear financial roadmap. Let's build wealth together! #tripartiteconsulting #cfoservices #outsourcedaccountingservices #yourgrowthpartner #bookkeepingservices #futurism #fintech
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We understand the critical role that seamless financial transaction play in the success of the business and we are here to help you with that #fintech
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Didn't get a chance to meet with our team in Vegas? Here's your chance! Schedule some time with our team at the link in our comments. Let's discuss how Finotta can help empower your customers' financial journey. #Fintech #Innovation #FintechMeetup
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Wondering what's at the intersection of technology and financial advice? Check out my thoughts in a recent interview I had with CNN: #financialplanning #financialadvice #fintech #emoney #lifeatemoney https://lnkd.in/ghaHhXG3
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Exciting news! Now you can listen to our articles. Just hit play and enjoy your favorite content on the go. Try it now and let us know what you think! Happy listening! https://lnkd.in/exthBgBG #fintedu #fintech #taxpodcasts #gcctaxinsights #corporatelearning #taxtraining Anu Goel CA. Rajiv Hira
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