Congratulations to Christopher Black on his new role of Chief Financial Officer at Inside Real Estate! It was a pleasure partnering with the Inside Real Estate team, and we wish the company continued success as they welcome Christopher.
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Event Planning Expert | Co-Founder of Event Advisors | Helping Financial Advisors Host Impactful Events and Grow Their Practice
This book is a gift to all that read it. Whether you are looking for a financial advisor or looking to deepen the relationship you have with your current advisor, the information and checklist within are immensely valuable. Even if you are a financial advisor yourself, you will undoubtedly be able to take away strategies to better serve your clients. Proper financial planning looks at everything within one's life, not just retirement and investments; Integrity@Work outlines this process. A compilation of over 30 years' experience -- truly a labor of love and valuable to all that read it.
Integrity Wealth Management Founder Ralph G. Adamo Releases Financial Planning Book “Integrity @ Work” - https://lnkd.in/gEsz3WkH Follow #citybiz on LinkedIn - https://lnkd.in/eBgXKiz8 Ralph Adamo, Angela York, Integrity Wealth Management, Newport Beach, Brian Hart
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At Jane Smith Financial Planning, our team is what sets us apart. Each member brings unique skills and experience to provide clients with the highest level of service and expertise. Visit our website to learn more about our team and how we can assist you on your financial journey. #meettheteam #gettoknowus #financialplanning
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Meet Hetty Hyde-Durrant, Financial Planner. Hetty joined us in October 2022 after 6 years’ experience working behind the scenes in a large financial planning firm. Read more about Hetty here: https://lnkd.in/ePT9svnv #stockmarkets #timingthemarket #markettiming #investments #investing #basicprinciplesofinvesting #financialplanning
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Strata management consultant & researcher, strata business development, operating systems, how to guides, and training for strata managers in all Australian states and territories.
I'm doing new #strata #research on #professionalisation and what strata managers can learn about changing pricing models and practices from other professions. I'm starting with financial planners who have transformed from financial planners charging commissions on products to financial advisors charging fees for valuable advice. The parallels between the financial planners of old and strata management agency at present are startling. Here is one of the best quotes I have come by so far from Jim Stackpool of Certainly Advice in his book 'What Price Value'. 'Start-up and new advisory firms use fees as the drunk uses the lamp post – more as a support to fund their fledgling new firms rather than as an illumination of their worth.'
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Dillinger, as in THE John Dillinger? Cool, but not cool, if you know what I mean. This 100-year-old bank was forced to close its doors after only 3 years of operations due to the robbery. Not cool. The cool part – getting onsite client visits and tours of their projects old and new. This vault’s grandness stopped me in my tracks. “Can I take pictures?” – was my immediate response. The history of the building. The beauty in the refurbishing. The repurposing. As an accountant, we sit in spreadsheets, ledgers, and financial statements all day. The nerd and organizational freak inside me thrive on this. But outside of that freak is someone who loves the diamond in the rough, the potential in the mess, the creative process of the vision, the rebuilding, the roll up your sleeves and get after it. Working with real estate, developers, and the construction industry feels like a match made in heaven. Our standards are always high, but when the passion behind the work is fueled by the same passion that your clients have in their projects/investments – it doesn’t really feel like work. It feels like a chance to be a small piece of history in something so much bigger than who we are. Blessed & thankful beyond measure for this seat. #hereforit #beancounter #financialclarity #development #realestate #WYSWYG #accounting #developers #construction
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Masterclass Houston: Learn Financial Management Made Easy! . Join us for the 41st Masterclass in Houston! Learn from two of the best in the business - David Mosberg and David Smith - on how to manage the financial components of your business. RSVP now at www.MasterclassHouston.com! This daily Disruption is brought to you by David Mosberg of THE POCKET PROTECTOR and David Smith of BLOK AND BLVD REALTY enjoy! #uptownhouston #41stmasterclass #davidmossberg #davidsmith #businessmanagement #financialsuccess #realestatetips #realestate #realestate101 #realestateagents #realestateinvesting #realestateadvice #motivationalquote #trendingpost
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For Tara, becoming a financial planner was less of a journey and more of a natural progression. As she explains: “My dad had a well-established financial planning business, so I was surrounded by the world of financial planning from an early age. I don’t know of many jobs where you get to really understand what matters to someone and what their aspirations are... It’s very personal, and it’s a privilege.” Read the full article - https://lnkd.in/eHCC557F @AmberRiverGroup #LifeLandscaping® #AmberRiver
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We work as a part of a proactive planning team that connects our clients directly to our Virtual Family Office. When a Financial Advisor and a CPA come together to form a “Proactive Planning Team,” and supplement their areas of expertise with a robust Virtual Family Office, a significant win/win/win is created. In short, Financial Advisors, along with their VFO team members, can provide services that CPA clients need but are not receiving. Likewise, CPAs can use their existing client relationship and trust to provide a platform for the solutions to be executed in an efficient and holistic manner. The key is to focus on building a value‐based relationship with clients, rather than being obsessed by the number of transactions you can complete. We want to offer what clients truly VALUE not just what they EXPECT of us.
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Masterclass Houston: Learn Financial Management Made Easy! . Join us for the 41st Masterclass in Houston! Learn from two of the best in the business - David Mosberg and David Smith - on how to manage the financial components of your business. RSVP now at www.MasterclassHouston.com! This daily Disruption is brought to you by David Mosberg of THE POCKET PROTECTOR and David Smith of BLOK AND BLVD REALTY enjoy! #uptownhouston #41stmasterclass #davidmossberg #davidsmith #businessmanagement #financialsuccess #realestatetips #realestate #realestate101 #realestateagents #realestateinvesting #realestateadvice #motivationalquote #trendingpost
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