"I kept coming back to Kestra because they weren't just telling me the things I wanted to hear, they really got to know me and my practice." Watch Jake Richter, President at Cowtown Financial Planning to learn more about his decision making process behind partnering with Kestra Financial: https://lnkd.in/dYBMZ3Jg
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We recently had a lively session with Henssler Financial, focusing on the unique theme of family, personal and professional relationships. The interaction was excellent, and the insights were enriching. Interested in bringing this experience to your team? Learn more about our tailored programs: https://lnkd.in/guz_dA53 #ProfessionalDevelopment #RelationshipBuilding #InteractiveLearning #BellCurveOfLife
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As you begin to formulate your strategy and all the components required to support that approach and commitment you are making to numbers, don’t forget the importance of “knowing your audience” - especially your CFO! Listen to my CEO at Inverta in this quick 3-minute video talk to this critical point.
Watch this 3-minute video from Inverta's CEO, Patrice Greene, as she provides insight into why it's crucial for the CMO to speak the language of the CFO. Gain valuable knowledge on Annual Planning by watching this video. #demandsuccess #annualplanning https://lnkd.in/gVPcuEen
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At Questra Financial Services, Here's What We Stand For: ✨ Market Expertise: With years of immersion in the financial landscape, our seasoned team possesses a depth of knowledge that's simply unparalleled. We delve deep into market dynamics, ensuring that every piece of advice we offer stands on the bedrock of extensive research and experience. 🌟 Premium Service: To us, premium isn't just a word—it's our standard. Every interaction is designed to exceed your expectations. We're here to listen, advise, and guide, ensuring that every step in your financial journey feels seamless, informed, and tailored to your unique needs. 💫 Committed to Your Success: Your success is our success. At Questra, we're not just financial advisors; we're your partners. We celebrate your wins and navigate challenges hand-in-hand. Our unwavering commitment is to see you flourish, reaching and often surpassing your financial goals.💼📊 #QuestraValues #FinancialExcellence #PartnersInProsperity
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Congrats to Tyler Charron for pushing this one across the finish line! Lots of twists and turns and navigating a tough market. He always shows up, never complains and is a grinder. Many more to come. Great representation of The R&Z Group - Compass mentality. Tyler Charron Ray Rodriguez Gabriel Manzanares Quimet A Martinez #therzgroup #rzadvisors #multifamilyinvesting #cashflow #syndication #bayarearealestate #compassrealestate #compass #compasscommercial
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Tomorrow is the last day of #OrionAscent and your last chance to come meet the team and learn more about how Mirador, Inc. can help elevate your financial reporting! Find us at Booth #217.
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Calibrant is excited to sponsor the @New Project Media DG Development & Finance Forum in NYC today, which brings together industry leaders in the development and finance communities. Thomas Biddinger, our Director of Business Development and Partnerships, will be speaking on the panel, “Capital Formation.” If you’re attending, be sure to tune in to learn more about his perspectives and outlook on #distributedgeneration and why the industry is booming following the enactment of the IRA. #DGNYC23 #renewableenergy
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🌟 Client Testimonial 🌟 Erin H shares her decade-long journey with Questra Financial Services: "I've been lucky to have Questra as my financial adviser for over 10 years now. I have always felt genuine care from them to ensure the best outcome for my financial future." Your trust and satisfaction drive us to provide unparalleled financial advice. At Questra, we don't just manage your finances; we build lasting relationships. 🤝✨ #QuestraFinancialServices #ClientTestimonial #FinancialAdvice #DecadeOfTrust
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Physician turned Moola Master | Founder and CEO of Moola Masters | Masters in Finance | Financial Educator | Find your Mojo Number!
Dr. Heidi MacVittie and Kevin Harrington, one of the original Sharks from Shark Tank! 🦈 💼 His entrepreneurial spirit and savvy financial management are a testament to the heights you can reach with the right financial knowledge. 💡Kevin's journey is an inspiration to us all at Moola Masters, reminding us of the power of smart money management. Join us to learn how you can follow in the footsteps of financial giants. Let's make your financial dreams a reality! #moolamasters #heidimacvittie
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Dr. Heidi MacVittie and Kevin Harrington, one of the original Sharks from Shark Tank! 🦈 💼 His entrepreneurial spirit and savvy financial management are a testament to the heights you can reach with the right financial knowledge. 💡Kevin's journey is an inspiration to us all at Moola Masters, reminding us of the power of smart money management. Join us to learn how you can follow in the footsteps of financial giants. Let's make your financial dreams a reality! #moolamasters #heidimacvittie
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Join us for the fifth instalment of our enlightening series featuring Adam Stiles, Managing Director at Helix Financial Partners, and our very own Greg Taylor! Curious about navigating development offers? Watch our latest video for invaluable insights and top tips! Tap into expert advice to make informed decisions and maximise opportunities. Don't miss out - watch now! #DevelopmentTips #WatchNow #BankingandFinance
