Frank V. Gonnella, CRPC®

Changing your family’s environment can open doors to new possibilities and improve your collective well-being. Explore the considerations that ensure a move benefits all. #FamilyWellbeing #Relocation https://lnkd.in/eAZejypy

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Last week, the Boston area UBS complex hosted its annual Growth Summit on Cape Cod, bringing together top UBS advisors from the region. A big thank you to James Ducey, his management team and external partners for hosting a great event. The Growth Summit is always an excellent opportunity to learn best practices from our UBS peers and industry leaders such as State Street Global Advisors, Franklin Templeton & Vanguard. I was honored to join a panel to share our team's approach to branding. We discussed the huge opportunity advisors have to differentiate themselves by embracing video, LinkedIn & podcasting. We covered: 🔦 Marketing is what we say to people but branding is what they hear. 🔦 If we aren't defining our brand, our brand will be defined for us. 🔦 Be authentic: People don't come to Linked-in to read third party articles, they come to learn about others and learn from others. 🔦 Share stories: What does your team do to prepare for client meetings? Share a team member bio each quarter. What is your team doing in the community? Share client success stories. 🔦 Use pictures & videos: Makes the story much more engaging 🔦 Offer expertise to your network: We may be in the knowledge for profit business but we should also be sharing helpful information within our networks. Part of what we do should be about being a good citizen and helping others. #UBS #GrowthSummit #Branding #LinkedInTips Samantha Hodgkins

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At Hartford Funds, we embrace a human-centric approach to investing. This philosophy recognizes the importance of authentic connections and a meaningful perspective, as exemplified by my colleague Matisse Barrett. #BeHumanCentric https://lnkd.in/e69Y273J

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🗓️ Post-tax season is the perfect time to reflect and plan. What worked, what didn't, and how can we make next year's tax season smoother? From uncovering tax-saving opportunities to streamlining your financial processes, let's collaborate to enhance your tax strategy for 2024. You deserve a tailored approach to tax planning! https://lnkd.in/e-jQs2rb #TaxPlanning #EfficientTaxSeason #TaxReduction

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Just attended an insightful webinar hosted by the Financial Planning Association of New Jersey! Huge thank you to all the panelists for sharing their expertise and valuable perspectives. Always learning and growing to better serve my clients with informed, strategic decisions. #ProfessionalDevelopment #DivorceMortgagePlanning #FPAofNJ #ContinuousLearning"

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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Last Call! Join us for our Q3 Economic Update Webinar on Wednesday, July 24 from 12:00 - 1:00 pm CT with Jon T. Meyer, CFP®, Principal, President, at BGM Wealth Management Group and Chad Halbur, President and Shareholder, @Cornerstone Private Asset Trust Company.    Chad and I will discuss how the markets performed over the past quarter and the issues to look out for as we enter the 3rd quarter.   Key topics to be discussed: ·   Economic and market review ·   Financial and market themes ·   Deeper dives into equities, fixed income, and more ·   Our portfolio positioning for the third quarter   Register now: https://buff.ly/3W6h4GS     #EconomicUpdate #FinancialMarket #Webinar

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Have you checked out New England Wealth Management's Podcast? We are committed to educating you on the topics and trends that impact your financial future. Browse and listen to past episodes from our Dollar and Sense podcast to get our thinking on relevant wealth planning issues. 🎙️🔗👉https://loom.ly/N19fmYM #podcast #podcasting #FinancialFreedom #podcasts #Planforthefuture #financialplanning #wealthplanning #NewEnglandfinancialplanner #financialplanner #financialgoals #NEWealthmanagement

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Retirement shouldn't be a gamble. Discover six proven strategies to protect your Connecticut retirement savings and enjoy a worry-free future. Download our FREE eBook, "Six Active Investment Strategies to Safeguard Your Connecticut Retirement," today. https://bit.ly/3MBU0LL #RetirementPlanning #Connecticut #FinancialPlanning #HeritageCapital

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🔍 Investment Advisors: Considering Your Exit Strategy? I'm reaching out to Investment Advisors in the New England region who are exploring potential exit strategies for their practice. We are actively seeking opportunities to acquire books of AUM and would welcome a conversation about your business's future. Whether you're planning for retirement, looking to transition, or simply exploring your options, I'd be happy to discuss our acquisition process and how we might work together. Ready to learn more? Contact me directly at [email protected] to start a confidential conversation.

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Serving successful professionals, executives, and business owners across New England and beyond. Our clients trust us with their financial decisions, allowing them to focus on what truly matters: their families, communities, and passions. Reach out for a consultation👇 📩 [email protected] 📞 (781) 690-1500‬ #FinancialPlanning #RetirementGoals #RetirementPlanning #FinancialGoals #FinancialAdvisor #PrivateWealth #FinancialFreedom

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Ready to take the next step for your business? New York Life Business Solutions offers expert financial guidance to keep you on track and plan for your future. Click the link below to learn more about who we are.

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