Jessica Perrone

Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP®, to explore how AI tools can elevate your financial coaching practice. ⁠ ⁠ For more info and to register: https://lu.ma/niq7y5rc ⁠ #financialcoaching #AI #financialcoaches #webinar #fisecal

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Financial Coaches: You won't want to miss this opportunity to learn the fundamentals of effectively interacting with AI tools and to delve into practical applications for financial coaching. Join us on Wednesday, June 5, 6:00 PM EDT, for a webinar with Fisecal's founder Lou Abrams, CFP®, to explore how AI tools can elevate your financial coaching practice. ⁠ ⁠ For more info and to register: https://lu.ma/niq7y5rc #financialcoaching #AI #financialcoaches #webinar #fisecal

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🌟Investing in Women 🌟 In these unprecedented times, the importance of equity for women in accessing capital and investing has never been greater. With a significant transfer of wealth to women on the horizon, the need for action with our investing dollars is clear. Join us for a conversation with Delilah Panio, capital markets expert, co-founder of We Are Enough, and new investor. Delilah will unveil innovative ways of investing in women, including through Special Purpose Vehicles (SPVs) with your girlfriends. Also, be the first to learn about the launch of We Are Enough's global campaign. Delilah will educate women worldwide on why and how to invest in women-led businesses and/or with a gender lens. Take the pledge and be part of the movement towards a more inclusive and prosperous future! RSVP: https://lnkd.in/g6XSgVNs Don't miss out on this opportunity to drive change and make a difference with your investments. #InvestInWomen #GenderEquity #FinancialEmpowerment

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"Women will be in control of something like $30 trillion dollars in the next ten years" said Debra Ohstrom, CFA during our last #TheBizOfWealth episode. Listen our last episode about how women are changing wealth management here https://lnkd.in/dVFk4_WJ #Women #WealthManagement #Episode #Podcast

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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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Take a sneak peek at one our monthly expert-led sessions... This month, Myrna Laine-Hyppolite of Empower Financial Success shared her expertise on wealth building. In this clip, she dives into why investing is key to growing your wealth and maximizing your financial future. FYI: BWMT has monthly sessions to support Black Women in MedTech both professionally and personally. Get more info here: https://lnkd.in/eBwrS6kf #BlackWomenInMedTech #InvestingSmart #FinancialGrowth #WealthBuilding #MedTechLeaders #blackwomeninvesting

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As we stand on the cusp of the impending hashtag #GreatWealthTransfer—we're witnessing more than a mere change in asset distribution. 𝙒𝙤𝙢𝙚𝙣 𝙖𝙧𝙚 𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙩𝙤 𝙞𝙣𝙝𝙚𝙧𝙞𝙩 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 60% 𝙤𝙛 𝙩𝙝𝙞𝙨 $84 𝙩𝙧𝙞𝙡𝙡𝙞𝙤𝙣 𝙬𝙞𝙣𝙙𝙛𝙖𝙡𝙡. This shift presents a special opportunity to redefine investment strategies, especially in supporting impact businesses and women-owned businesses. For Family Offices, the traditional pillars of wealth management —preservation, growth, and succession— are also experiencing a shift. Equati is at the forefront of this change. For more, click on: https://lnkd.in/gFtnWzi4

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Curious about empowering financial advisors with vision and resilience? Check out my latest blog where I dive into this crucial topic: https://lnkd.in/eircaxBv

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Balancing client needs, industry best practices, and personal life can be challenging in financial services. How do you maintain integrity while fostering client relationships and achieving work-life balance? In this episode, Duncan MacPherson chats with Sybil Verch, wealth advisor, TV show host, and author. Together, they explore themes such as benevolence and charitable giving, the distinction between transactional sales and directional stewardship, and how these practices foster deeper client relationships. Listen in to gain actionable insights on maintaining work-life harmony, positioning charitable giving within client relationships, and transitioning from aggressive sales tactics to a nurturing, long-term business strategy. Sybil discusses: § Inspiring women in finance through her book, The Female Edge § The shift from transactional salesmanship to providing long-term value for clients § Customizing work-life solutions and setting boundaries for personal fulfillment § Effective strategies for decommoditizing your value and maintaining professional integrity § Integrating philanthropy into professional practice to create a lasting legacy § And more Apple: https://lnkd.in/gzSjTbth Spotify: https://lnkd.in/g-6MafFC iHeart: https://lnkd.in/gxJRkcex

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As we step into this new month, let your financial goals take center stage. At Indie Finance, we're more than just a finance partner. We are your steadfast companion on the path to financial empowerment. Whether you’re seeking loans, investment opportunities, or expert financial advice, we’re here to help you turn your dreams into reality. Let’s make this month the beginning of something great for you. Here’s to a prosperous new month filled with opportunities and growth! 🍻 #indiefinance

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Non-profit organizations in 2024 are facing inflation, declining donations, increased demand for services, workforce shortages, and more. A recent non-profit trends report by Forbes says that the changing #workforce is presenting challenges for both for-profit and non-profit leaders. F. Jay Hall of ExecSearches.com joins Hunt Scanlon Media to discuss the evolving landscape of the #nonprofit sector >> https://lnkd.in/eZKvED9z

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The Financial Navigator, Khadia Michel CFP®CRPC®, did not leave us adrift when it comes to sharing tips on how to effectively balance our pleasures with our bank account. Our conversation on budgeting and cash flow wasn't just enlightening for entrepreneurs; it's essential for everyone aiming for financial success. Plunge into the discussion via the link below, as she provides key nuggets with host, Ayo Idowu. https://lnkd.in/gvGQBig2

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⏰️It starts tomorrow! Don't miss the free Intentional Investing for Women workshop at 12pm ET on Zoom. It’s three days of expert insights to align your portfolio with your goals. Register now at https://lnkd.in/e4yUuKiY #InvestmentWorkshop #InvestingforWomen #WatchHerThrive #InvestingEducation #FinancialLiteracy #WomenInFinance #financialindependence #financialempowerment

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