Agent IQ’s Post

One of my team members “lost” us money yesterday. A client wanted to spend on another platform through us, which would’ve earned us a fee. Instead of taking the client’s money, my team member advised them on a more efficient solution that avoided unnecessary platform fees. Short-term, we made less. But the client ended up better off. This might seem like bad business on the surface, but the client appreciated it—and it was absolutely the right thing to do. This approach builds trust and fosters stronger, longer-lasting relationships. That’s exactly how I want my team to operate. I’m proud of them for prioritizing integrity and doing the right thing.

Remember those Rube Goldberg machines? Overly complex contraptions designed to perform simple tasks? That's what many payment systems look like today. At Starfish, we've reimagined this complexity. Our Hellgate platform turns your payment maze into a high-speed expressway. Key features: - One integration, multiple providers - Smart routing for optimal transaction paths - Centralized data vault for enhanced security Real talk: How much time do you spend juggling payment systems instead of growing your business? Hellgate isn't just about payments. It's about giving you back the time and peace of mind to focus on what truly matters. Curious about simplifying your payment infrastructure? Let's chat. For more insights on streamlining your payment operations, subscribe to our newsletter: https://buff.ly/3Ys6MmC #PaymentSimplification #FinTech #Ecommerce #BusinessGrowth

"We don’t need technology, regulation or more standards. We simply need to adhere to the standards that already exist" Parmenion CEO, Martin Jennings. The painstakingly long delays advisers and clients experience when moving assets between providers and platforms are unacceptable.  Read Martin's latest article at Citywire✍ For financial professionals only  #transferdelays #investmentplatforms #thoughtpiece https://lnkd.in/e7Un26hh

Let's be clear shall we M&G plc? When you say ‘Our future focus will be on continuing to grow the distribution of our own solutions through our restricted advice channel ...'. What you actually mean is you are going to continue relying on your own sales force to distribute your wares. I think your best hope is focus on your key product "Prufund" which seems to be the only bit of your empire that actually makes profit. I'd suggest you go further and draw a line under your sales force too. If you have confidence in your product surely you should also have the confidence to cut your sales reps free and let them become proper professional Independent financial advisers. If your product is as good as you say surely they will continue to recommend it in won't they? You'd save the costs of running a salesforce and your "Wealth Division" - that's a far better financial outcome isn't it? Have you got the confidence to do it?

Want to see how advisors are getting new clients online today? Just interviewed Scott Harrison, who's helped advisors achieve massive growth through his "lead by example" approach. My favorite part: He tests every strategy himself before teaching it to others. No theory, just proven methods. Some results he's achieved with advisors: - $1M → $16M annually in annuity premium - $5M → $28M in AUM - $0 → $10M in 3 years (new advisor) And Scott himself onboarded $7.7M in AUM in just 30 days using Clients Blackbox, Inc. Watch our discussion here: https://lnkd.in/eFFjG2D2 #FinancialAdvisors #PracticeManagement #RetirementPlanning

🤝 Why the future of B2B payments needs both banks AND tech providers The evolution of B2B payments has accelerated from decades to months. But here's what we're learning: it's not about banks vs. tech anymore - it's about intelligent collaboration. Banks bring: - Deep regulatory expertise - Established trust - Risk management capabilities Tech providers deliver: - Rapid innovation - Flexible infrastructure - Specialized solutions The magic? It happens when we combine these through intelligent payment orchestration. Not just integration, but true orchestration that enables: ✨ Complex business models ✨ Faster innovation ✨ Bank-grade compliance ✨ Future flexibility The winners in B2B payments will be those who can successfully bridge both worlds, creating solutions greater than the sum of their parts. Subscribe on LinkedIn https://buff.ly/3UYwZXJ #B2BPayments #Banking #FinTech #Innovation #PaymentTechnology

At Private Banking Strategies,® our focus is client success! We help individuals succeed through individually structured whole life policies. Learn more before setting up a explanatory call: https://lnkd.in/dcwgN79c #savemoney #moneymindset

Let's talk about Saving some serious cash 💷 💼 by taking a closer look at our Subscriptions! We all know how easy it is to sign up for those enticing services and forget about them, right? But here's the thing – those monthly charges can add up 📈 fast! So, here's my tip: -schedule a regular check-in, -maybe once every few months, -to review all your subscriptions. 📆 Look at what you're using and ask yourself, "Is this worth it?" 🤔  If not, don't hesitate to hit that cancel ❌ button! It's amazing how much money you can save by eliminating those unused subscriptions. 💸   Plus, it's a great way to declutter your financial life and focus on what truly matters. 🌟 So, let's commit to being more mindful about our subscriptions and keep more money in our pockets! P.S. Who's with me? 🙋♂️ 🙋♀️  #MoneySavingTips #FinancialWellness #SubscriptionSavings #SmartSpending #pplaccountants

When it comes to raking in cash online, I thought I'd scoured every corner... But recently, I hit upon a concept so refreshingly unique... So I just HAVE to let you in on it... Imagine joining forces with a global community to play the lottery, where your payout doesn't hinge on winning the draw. Sounds wild, right? ===> Dive into our innovative 3x10 matrix system, and a compensation plan designed for the little guy and the big guy to win big!! What makes this system a standout... Is its power to smash the typical MLM playbook offering a low entry threshold, so everyone around the GLOBE can participate. Here's your play: Just plug in, select your lottery numbers, spread the word, and voila... Because once you do You'll be building a sustainable monthly recurring income all while playing the lottery with a chance to win even if you don't pick the winning numbers. How cool is that??? Catch our live Zoom calls Monday thru Thursday 9pm ET @ https://tlcteambuild.live Len LaChapelle 386-523-6650 (text only) Join here: https://lnkd.in/eye8cgpz

🔎New Case Study A Southeast utility serving 500,000+ customers used #BlastPoint's tools to target 30,000 #LMI customers with an email campaign about payment assistance. 𝐎𝐯𝐞𝐫 𝟐𝟓% 𝐞𝐧𝐠𝐚𝐠𝐞𝐝 𝐰𝐢𝐭𝐡𝐢𝐧 𝟐 𝐰𝐞𝐞𝐤𝐬! Download the case study: https://hubs.li/Q02F2By90 #CaseStudy #LMI #PaymentAssistance #UtilityProgram #AIforUtility #UtilityCaseStudy