Trust us, Cameron Rogers, CFA and Emily Green have heard it all. Breaking up with your “just fine” financial advisor can be tough, but you (and your money) deserve better than decent. You deserve a financial advisor who really listens to you — and doesn’t subscribe to a one-size-fits-all approach. Switch to a firm that puts you first. Learn more about Ellevest Wealth Management at https://lnkd.in/dnm_KcU.
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🌟Client Testimonial🌟 "I had already previously seen a financial adviser which was not a good experience, hence I was skeptic in meeting Jack originally. Long story short, my experience dealing with Jack was nothing short of impressive, he was really patient and really took the time to understand, despite my hesitation and concerns. He has given some great strategies which to this day I still follow." Thank you for your kind words! At Ryker Capital, we are committed to providing exceptional financial advice and support. It's our mission to help you achieve your financial goals with confidence. 🙌 #ClientTestimonial #FinancialAdvice #RykerCapital #ClientSatisfaction #WealthManagement Well done Jack Oineza!
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Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Learn what questions to ask as you embark on the journey of wealth transfer: https://hubs.la/Q02jl1zc0
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Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Here are ten essential questions to ask as you embark on the journey of wealth transfer. https://hubs.la/Q02l5kW60
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When meeting clients, establishing goals, and planning their future, you've been taught to "ask open-ended questions" and use sophisticated techniques, but there may be a simpler, more effective way to understand what's going on in your clients' lives and to see a bigger picture. Yohance Harrison BFA™, CRPC®, Behavioral Financial Advisor and Founder and CEO at Money Script Wealth Management, PLLC, uses master lists. As he says, "many of us are strangers to ourselves and simple lists can help us figure out what’s really going on." That’s because a simple list of life or financial goals has the power to open our eyes, helping us see the big picture and what we want from it. Harrison is a leading #Advisor that's been recognized in the 2023 Investopedia Top 100. You can check out his practice website here: https://lnkd.in/gRCJXgx5 #FinancialAdvisor #FinancialAdvising #CFP #WealthManagement #BehavioralFinance
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Join us for an exclusive webinar that unravels the complexities of asset management, wealth transfer, and navigating the digital age. In "Family Trust, Wealth Protection & Digital Assets," our expert speakers, Asset Protection Attorney Craig RedlerJ Serial Entrepreneur Sree Chintala will be your guide through this informative session. Unlock the secrets to: -Building a fortress around your assets with the power of Family Trusts. -Seamlessly transitioning your wealth to future generations. -Confidently integrating digital assets into your financial plan. -Don't miss this chance to gain the knowledge and confidence needed to secure your financial future! Register now and take control of your financial destiny! https://lnkd.in/gW2X6uug #webinar #finance #wealthprotection #digitalassets #familytrust #futureproof
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Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Discover the questions that families may ask as they embark on the journey of wealth transfer. https://hubs.la/Q02jnnlS0
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At every step in life, Mutual Fund Solutions help you achieve your financial goals. #MutualFunds #FinancialGoals #InvestmentSolutions #WealthManagement #FinancialPlanning #InvestmentStrategy #MutualFundInvesting #FinancialFreedom #SecureFuture #MoneyManagement #SmartInvesting #InvestmentJourney #GrowYourWealth #FuturePlanning #FinancialSuccess
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Protecting your assets? Guidance on safeguarding assets and home equity during financial challenges frameworks every school should teach: 1. Understanding Bankruptcy Options 2. Asset Protection Strategies 3. Home Equity Preservation 4. Managing Secured Debts 5. Financial Planning Basics Any others you would add? Visit our website for more information. #FinancialSecurity #BankruptcyHelp #ProtectYourAssets #RodMillerLaw #DebtRelief #FinancialFreedom #BankruptcySupport #LegalExpertise Curious about your options? Discover how we can help at https://rodmillerlaw.com/
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Join us for an exclusive webinar that unravels the complexities of asset management, wealth transfer, and navigating the digital age. In "Family Trust, Wealth Protection & Digital Assets," our expert speakers, Asset Protection Attorney Craig Redler, JD, TEP Serial Entrepreneur Sree Chintala will be your guide through this informative session. Unlock the secrets to: -Building a fortress around your assets with the power of Family Trusts. -Seamlessly transitioning your wealth to future generations. -Confidently integrating digital assets into your financial plan. -Don't miss this chance to gain the knowledge and confidence needed to secure your financial future! Register now and take control of your financial destiny! https://lnkd.in/gW2X6uug #webinar #finance #wealthprotection #digitalassets #familytrust #futureproof
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Building & maintaining wealth is a marathon, not a sprint. Our team of financial professionals can help play a pivotal role in long-term wealth management. Learn more about who we are & our values as financial professionals. https://hubs.ly/Q02t2fNm0 #NationalFinancialAdvisorDay
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Managing Director, Investment Strategist at Simplify
3moNicely done Emily Green 😍