Elements’ Post

Learn how to structure the perfect 30-min financial consultation! 🎯 Jordan Haines, CFP® shares a 3-phase approach, blending prep, insights, and actionable steps. https://hubs.la/Q02PL-fB0 #fintech #financialadvisor #wealthtech #finance

Simplify the data and maximize results. In this episode, Jordan Haines, CFP® shares how streamlining your data-gathering process can supercharge 30-minute consultations with clients. Get practical tips to make financial planning effortless. https://hubs.la/Q02S1TWp0 #fintech #financialadvisor #wealthtech #finance

For every challenging day we've faced alongside our customers, we could share a success story like this one. This is what keeps us going, and we're honored to be a part of our customers' stories of overcoming challenges and finding business success. We're in it to help you win it, friends! 👏🏾👏🏾👏🏾👏🏾👏🏾👏🏾 #EquifyFinancial #Finance #EquipmentFinancing #StructuredFinance #Capital #CashFlow #BusinessGrowth #RedefiningFinancialRelationships

Ever wondered how your business credit score impacts your company’s growth? In today's #FinanceFundamentals episode, we dive into the details of business credit scores, how they're calculated, and what constitutes a good score for your business. Watch the explainer below and click the link to learn more key finance terms: https://lnkd.in/ezD3sDVV #businesscreditscore #smallbusiness #fintech #fico #explainer This information is provided for general information only and does not constitute financial advice

Focusing on future benefits of financial advice is not as beneficial as honing in on near-term planning benefits. Listen to Jordan Haines, CFP® explain why: https://hubs.la/Q02H7txm0 #fintech #financialadvisor #wealthtech #finance

Looking to scale your financial advice business? On the latest Elementality, Jordan Haines, CFP®, chats with Joshua Humada, CRPC ®, AAMS™ about focusing on core financial behaviors to deliver real value. Listen now: https://hubs.la/Q02DCm-F0 #fintech #financialadvisor #wealthtech #finance

Stop Wasting Time on Projections. Use Elements One-Page Plans. Come chat with us to see how our One-Page Plan can help you quickly show your value, so you can grow your planning firm. https://hubs.ly/Q02SpqKS0 #fintech #financialadvisor #wealthtech #finance

Cultivating financial stability and fostering growth requires expertise at every turn. At Authentic Currency, LLC, we're your trusted partner in navigating the complexities of tax planning and business growth advisory. Our team understands the pivotal role of a controller in managing finances, ensuring precision, and driving strategic decisions. Tap the link in our bio to explore our comprehensive services and empower your business for lasting success. 💼💰 #blackbusinessowner #authenticcurrency #usabusiness #blackbusinesswomen #blackbusinesses #businesstips101 #smallbusinessowner

From financial stress to financial success! Join our journey to empowerment with Baron Capitale. Learn about financial planning, smart saving, investments, and building wealth. . . #SmartMoneyMoves #FinancialFreedom #MoneyGoals #SmartSaving #BaronCapitale #FinancialAdvice #ExpertiseMatters #FinancialSolutions #TradingStrategies #TradingCommunity #FinancialPlanning #WealthManagement #Bangalore #BaronCapital #StockMarket #Investment #Finance #PortfolioManagement #InvestmentPortfolio #investmentstrategy #wealthmanagementtips #FinancialManagement #FinancialEmpowerment #DreamAchievement #FinancialSuccess #InvestWisely #InvestWithUs

We know how busy you are — let us deliver the important industry news to your inbox. https://hubs.la/Q02Xb0ML0 #fintech #financialadvisor #wealthtech #finance #newsletter