Cameo Roberson

Samuel DiPietro, JD, CPA, LLM, MST shares what it's like to work with the IRS when it comes to spousal lifetime access trusts (SLATs). Learn more about SLATs on the latest epsiode: https://lnkd.in/gC3Ud_hy #ArizonaBusiness #MergersandAcquisitions #FamilyOffice #BusinessStrategy #FamilyBusiness #BusinessAttorney #BusinessPodcast #AmericanDream #ScottsdaleFoundersForum

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Sometimes, the thought of starting over feels overwhelming.  The uncertainty, the “what ifs,” the adjustments—it’s all a lot.  But sometimes, staying exactly where we are can feel even scarier.  Staying stuck, not taking steps forward, feeling the weight of financial stress… It doesn’t have to be this way. If you’re going through a divorce and feeling uncertain about your financial future, know that you’re not alone.  Together, we can create a plan to make sure this next chapter feels less intimidating and more empowering.  Don’t face this alone—reach out today and ensure your new beginning is built on a solid financial foundation.   Book a FREE consultation with us: https://lnkd.in/d-nkejh9 ⁠  . . . . . #Divorce #FinancialPlanning #DivorceFinancialPlanning #DivorceSupport #CDFA #FinancialAdvice #DivorceJourney #Finances #Finance #FinancialFreedom #Money #PersonalFinance #DivorcePlanning #FinancialStability #SpousalSupport #Alimony #CertifiedFinancialPlanner #DivorceSettlement #MaritalAgreement #DivorceMediation #Mediation #MaritalProperty #SeparationProperty #MaritalHome #BusinessValuation

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On this World Elder Abuse Awareness day, we want to make sure that our older adults are not being taken advantaged of financially -- that's considered abuse as well. Daily Money Managers partner with other financial professionals and we all watch for any signs of abuse. Some of these signs can be: 🎯 Self Isolation from others 🎯 Being secretive about their social life 🎯 Sudden changes in behavior towards family Here is a blog on how DMMs and Financial Professionals work well together with the common goal of improving the life of our clients. https://lnkd.in/e2EMeJfh

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This CLEAR method is a great roadmap for those of us trying to build culture in a hybrid “bricks and clicks “ workplace. Investments & Wealth Institute is certainly doing better in some areas than others. But we at least endeavor to build stronger connections between employees and… - Colleagues - Leader - Employer - And Role https://lnkd.in/gYa34dn7 #

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The Refocus Coaching Academy | Non-Financial Retirement Planning Course for Financial Advisors's Early Bird Pricing ends in 5 days! It's so important for financial advisors to go beyond managing money. We need to focus on providing fulfillment and purpose. Make sure to secure the course before pricing goes up!

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How many decades now have been have we been hearing about this tremendous transfer of wealth that’s going to happen in the tremendous opportunity for financial advisors to get in front of this wave of money that’s going to go from one generation to the next? And yet we think that that whole narrative misses probably the most important component, which is okay, if we know how the wealth is going to transfer, who takes care of the wisdom transferring to the next generation? When you don’t have a family money talk or a series of family money talks, what can happen is you can actually get in a situation. And I think some people can probably identify with this, where somebody dies or gets sick and you really don’t know what their wishes were. You don’t know how they would want you to spend an inheritance or handle a second home. And so you’re left kind of with all these questions. Thank you to Julie Genjac and John D Diehl for inviting me back to the Human-centric Investing Podcast to share how financial professionals should prepare their clients to have a family money talk when preparing to pass down assets. Listen to the full episode here: https://lnkd.in/em_FyiYr #moneytalks #moneyconversations #financialplanning #financialwisdom #wealthtransfer #moneyplanning #financialadvisor

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Imagine this: You’re in a room with a potential client, and every word flows effortlessly. You’re not selling, you’re empowering — and they feel it. No awkward pitches, no fumbling. Just pure connection. With the right messaging and strategy, your voice will resonate with clients eager to work with you. No more chasing clients — you’ll be choosing them. The right ones. The dream ones. And here’s the kicker: American women are set to control $30 trillion in assets by 2030. Are you ready to be at the forefront of that? Step into The Women’s Wealth Trifecta and let’s transform your business. https://lnkd.in/e56MuPdn #WomenInWealth #FinancialAdvisorLife #ClientAttraction #WealthManagement #WomenInFinance

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Unlock the Secrets of Living in Flow! In this captivating episode, dive into the life-changing journey of a former financial services professional who bravely transitioned to become a full-time energy healer and hypnotherapist. 😍 Discover the power of living in a state of flow and how following your intuition can lead to extraordinary transformations. Watch the full episode here: https://lnkd.in/gkvkXDPy

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Achieving Beyond blogger Patrick Seaton is about to embark on a new series of posts for business people related to what he likes to call Conversation Frameworks. This video explains the concept in depth and introduces you to the topics he'll cover! https://buff.ly/447BXVq #leadership #business #AcheiveBeyond

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Elevating Client Relationships with Strategic Facilitation Financial advisors can significantly enhance their client relationships by positioning themselves as strategic facilitators. Instead of pitching individual value adds, they should integrate various services into a comprehensive process. By deeply understanding clients' needs through better data and discovery questions, advisors can proactively offer tailored solutions, such as educational support or grief counseling. This approach not only adds value but also earns the trust and loyalty of clients, making the advisor the go-to resource for all their needs. Stream the entire "Always On" podcast episode featuring Jackie Wilke, VP of Advisor Consulting at First Trust, by clicking one of the links in the comments below 👇 #businessdevelopment #practicemanagement #financialadvisors #wealthmanagers #thenextlevel

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When I do portfolio reviews with my financial coaching clients, I can typically spot 2-5% in money leaks in their investment portfolios... And that's when they're doing a good job of investing!  Many of them are even working with a financial advisor to grow their money. Otherwise, the money leaks are even bigger.  🤦🏻‍♀️ 2-5% might not sound like a lot, but let me show you what even a 2% money leak can do... Let's say you're only making 8% on your money when you could be safely making 10%. 👉🏼 If you invest $200 each month for 40 years and your money grows at 10% per year, your money will grow to over $1,275,000. But if you only earned 8%, after that 2% money leak, you’d end up with a little less than $703,000. A small 2% money leak would mean $572,000 LESS!  😳 If you want to start living off your investments at that point, the 2% money leak means that your money will only be generating about $4,700 per month instead of about $10,600 per month… nearly $6,000 per month less! That’s just a 2% money leak! 🤯 At my Financial Freedom 101 Online 3-Day Event, we do a deep dive on investment strategies so you can start to plug the money leaks in your portfolio... which means a much brighter and more abundant financial future for you.   ☀️ Not only will you discover how to invest with confidence (no matter what the media is saying about the market) and earn TRIPLE the return of the average investor, I'll walk you step-by-step through putting ALL your money systems together so that your business (or job) becomes a vehicle for creating generational wealth and freedom. 🎉 Advanced tickets are now on sale on my website for $1,497, and you can click the link in the first comment to learn more about the event and claim your ticket with just a $97 refundable seat deposit! 😍

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The value of contractors in building a new business. If you're building a new business and you’re not incorporating contractors into your senior team, you could be making a mistake. Permanent doesn’t always mean better or more stable, but it’s often looked at that way. CEOs and founders often seek stability in their senior team. They want it defined, organised, committed, stable, and permanent. They feel comfortable, it’s familiar to have permanent people and that view generally goes unchallenged. But those with the skills to build a business aren’t necessarily the right people to run it in BAU. Or perhaps they don’t want to. Many of them want to move on and build again. They enjoy new challenges. That can mean they’ll do what’s right for the business, even if it leads to the end of their role. They’ve built it to the current state; now it’s time to move on and do it again somewhere else. Then it may be right to recruit a permanent replacement. What does my network think about this? 💥 My name is Paul. 🔺Supporting you to achieve better Transformation & Change business outcomes. That means focussing on People and Processes, not just the tech delivery. I lead teams of Programme and Project Managers, Business Analysts and PMO. If you need this, please get in touch. Liked this post? Want to see more? Ring the 🔔 on my Profile 🔝 Connect with me #fintech #financialservices #programmemanagement #digitaltransformation #leadership

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Long term thinking vs short term thinking How much do you think about the future of your company? Listen in to The Integrated Entrepreneur new format- Current Business Events here: https://lnkd.in/e5ChCegY

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⚡️⚡️⚡️⚡️⚡️ The Super-Entrepreneurship Monday Post ⚡️⚡️⚡️⚡️⚡️ ✅ Tip of the week 🚀 The Laws of Naval Ravikant: Building Wealth and Happiness 💡 At the heart of Naval Ravikant’s philosophy is the pursuit of true wealth and happiness. Here are a few of his key principles from The Almanack that can transform your mindset and approach to life: 1️⃣ Seek Wealth, Not Money or Status: Wealth is assets that earn while you sleep. Money and status are fleeting, but real wealth creates freedom. 🏗️ 2️⃣ Free Yourself from Time-for-Money: True wealth comes from creating systems and leveraging technology, not renting your time. 📈 3️⃣ Learn to Love Reading: Knowledge compounds. Read what you love until you love to read. 📚 4️⃣ Think Clearly: Clear thinking means separating emotion from decision-making. Long-term success comes from rational, unemotional choices. 🧠 5️⃣ Build Specific Knowledge: Become an expert in something unique to you—it’s the key to long-term value. 🔑 6️⃣ Play Long-Term Games with Long-Term People: Relationships and reputations compound over time. Choose your partners and friends wisely. 🤝 7️⃣ Leverage is Everything: Use capital, people, and technology to scale. Leverage allows you to multiply your efforts without needing more time. ⚙️ 8️⃣ Embrace Accountability: Own your successes and failures. This builds trust and credibility. ✅ 9️⃣ Happiness is a Skill: Meditation and mindfulness can help you cultivate happiness from within. 😌 These principles have the potential to change how you view wealth, success, and personal growth. By focusing on leverage, clear thinking, and long-term value, you can build a life of freedom and fulfillment. 💼💡 👉🏻 Want to know more, dive into the details in my latest article https://lnkd.in/evjVtYVf ✅ Quote of the week “Seek wealth, not money or status. Wealth is having assets that earn while you sleep. Money is how we transfer time and wealth. Status is your place in the social hierarchy.” — Naval Ravikant ✅ Question of the week Are you building true wealth that works for you, or are you still trading your time for money? Build the world you love. Fabrice 🙏🏽 Like it? Then, please share it with someone who needs to see it. 🙏🏽 #fabricetesta #NavalRavikant #Entrepreneurship #Leverage #PersonalGrowth #Happiness 🔥 Some useful links in the comments here below ⬇️

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Are you a solo practitioner or part of a team feeling like the entire client acquisition responsibility rests on your shoulders? If so, you might be missing out on a powerful strategy! Join me on Wednesday, July 31, at 1p.m. PT / 4p.m. ET for a game-changing webinar. Discover proven techniques to extend your circle of influence and significantly boost your client acquisition efforts. Learn how top advisory teams in our industry are building long-lasting, highly effective practices with these strategies. Don't miss this opportunity to elevate your practice. To register for the webinar, follow this link: https://lnkd.in/gyAG2fva #businessgrowth #wealthmanagement #webinar #roleaudit #financialadvisors #advisorypractice

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