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Curious about how financial institutions are winning over the next generation of investors? Do they prefer in-person branches or the convenience of an app? And what about trusting robo-advisors with their money? We've done a deep dive into research on Gen X and Gen Z investor behaviors, revealing which institutions are nailing it in capturing these audiences. Discover the key strategies top players like Wealthfront and Chase are using to succeed: - Investing heavily in digital tools and channels - Creating a personalized and engaging investor experience - Adopting a flexible, agile approach to service delivery Check out the full insights in our eBook by Brendan Paige and Liam Gilmore below!

Day 28: Empowering Financial Wellness through Bekke Budgeting App Today's task led me on a journey towards financial empowerment, utilizing the Bekke Budgeting method to take control of my financial landscape. By leveraging this approach, I delved into a comprehensive review of my income, expenses, debts, and savings, gaining a clearer understanding of where my money flows and how I can optimize my financial health. Empowering oneself through financial literacy and smart budgeting practices is not just about numbers; it's about creating a foundation for a secure and fulfilling future. Let's continue to support each other on this journey towards financial well-being and sustainable living. #FinancialEmpowerment #BudgetingTips #SmartSaving #Eco30Impact

💌 You're invited for a 1:1 session (and coffee, of course) on Friday, September 6th. Our finance and operations experts, Frederikke, Mathias and Magnus are ready to share their knowledge and to guide you and your business 🔢 Based on your feedback from a recent LinkedIn post, we’ve designed these sessions to cover the topics that are most important to you: ‣ Best practice on OKRs, KPI and metrics ‣ Budget modeling and cash flow forecasting ‣ Funding strategy What’s next? If you’re a founder or working in a startup, and you’re interested in getting advice within one of the areas above, we would love to hear from you. Step-by-step guide: 1. Follow the link below. 2. Let us know a few things about your company and which area you’d like to focus on during your session. 3. Hit 'submit'. No complicated steps here. Just submit your info, and we’ll take care of the rest. 4. Keep an eye on your inbox. We will get back with more details as soon as possible. _____________ Thank you Anders Buchmann, Pontus Gifvas, Niclas Adegnika, Malte Bjerg Vittrup, Michael Juhler, Stefan Krumbaek, Kristoffer Fløjstrup Degn, and Kwadwo P. Swiatecki Adu for your invaluable insights and input 🫶

Just attended an insightful workshop on personal development and financial literacy. Learned valuable strategies for goal setting, mindset shifts, and building sustainable wealth. Excited to implement these new tools and achieve my full potential! #personalgrowth #financialfreedom #workshop

Just Finished Reading: "Make Epic Money" by Ankur Warikoo Ankur Warikoo Sir never fails to deliver practical insights, and Make Epic Money is no exception! This book goes beyond just talking about financial growth—it’s a masterclass on understanding money, leveraging opportunities, and making informed decisions. Here are a few key takeaways that stood out for me: The importance of aligning financial goals with personal values. Why building multiple income streams is not just a luxury but a necessity. The mindset shift needed to treat money as a tool, not a goal. The book also simplifies complex financial concepts, making it relatable for everyone—from someone just starting their journey to seasoned professionals looking for fresh perspectives. #PersonalGrowth #MakeEpicMoney #Bookstoread

Say goodbye to the days of guessing where your profits went and hello to Biz Mkononi, the AI-powered platform that tracks every shilling like a hawk. It’s like having an accountant who never asks for a raise and actually enjoys digging through your financials. From identifying trends to showing you where your money's hiding, Biz Mkononi is the ultimate profit detective. Think of it as your business's financial watchdog minus the barking. With Biz Mkononi, you’ll know exactly how your business is performing, so you can stop stressing over spreadsheets and start planning for that vacation you've been putting off! #profittracking #bizmkononimagic #financialtrackingsystem #aipowered

In a country where financial complexity often overwhelms, I find my purpose in making financial management accessible and empowering for everyone. My journey has been shaped by a unique blend of professional expertise and personal passion. With a good foundation in finance and tech innovation, I have developed an understanding of how to leverage AI to craft personalized financial solutions. This isn't just about algorithms and data; it's about creating meaningful, user-centric experiences that simplify money management and enhance financial literacy. My entrepreneurial adventures have further refined my ability to build and scale businesses that disrupt the status quo. I've learned that success is not just about having a great idea but about executing it with precision and empathy. What truly drives me is the vision of a future where financial empowerment is within everyone's reach. I envision a platform designed not just to manage finances but to transform the way people interact with their money. A platform that educates, empowers, and evolves with its users. As I embark on this exciting journey, I invite you to join me in reimagining financial management. Together, let's create a future where financial literacy is a given and financial freedom is attainable for all.

Dear valued audience ❗ In the whirlwind of modern life, mastering finance essentials has become more than a necessity. It's a pathway to empowerment and prosperity. Whether you're a recent graduate, a seasoned professional, or someone simply looking to take control of your financial future, understanding these fundamental principles can pave the way for a brighter tomorrow.  This article explores key finance essentials that resonate with you. Click 👉   https://lnkd.in/dd4Y5vFZ  to read the full article Are you seeing our post for the first time or interested in advancing your career in tech? Click Concreap to connect or follow to stay updated with our posts. You can subscribe to our website at https://concreap.com/blog  to read other inspiring, engaging industry-related content. Like, share, and comment after engaging 👍 #tuesday #finance #financemanagement #financeliteracy

After struggling to grasp complex financial concepts, I found a pragmatic approach that made everything click. This transformation inspired me to help others achieve similar clarity. At FinHarmony, we offer tailored finance and management courses that break down intricate topics into manageable pieces. - Engage with our interactive quizzes - Inclusive environment Visit our website for more information. Share your thoughts below! #FinHarmonyUSA

The Journey to Smart Money Mastery 📖 This year has been one of transformation, focus, and growth. In July, I made the bold decision to embrace financial consultancy full-time—a leap that challenged me to sharpen my skills and expand my vision. As part of this journey, I set a personal goal: to author an ebook before the year ends. I wanted to create something meaningful, something that captures my passion for empowering individuals and businesses to achieve financial clarity and success. This ebook will explore strategies for managing money wisely, building sustainable wealth, and aligning financial decisions with personal and professional goals. It's my way of sharing the insights I’ve gained while walking alongside startups, professionals, and businesses in their financial journeys. Stay tuned for updates as I wrap up this exciting project! To everyone chasing their goals: keep pushing, learning, and believing—it’s always worth it. PS:Book Launch is 30th November 2024,I already like the book cover. Naomi Ndung'u Your go-to Financial Consultant #FinancialConsultant #Financialfreedom #SmartMoneyMastery #EbookLaunch