Is your client spending too much? Say goodbye to annoying, time-consuming budgeting. https://hubs.la/Q02Z6j7y0 #fintech #financialadvisor #wealthtech #finance
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Let us help you save time attracting and retaining clients. Book a demo with us to see how: https://hubs.la/Q02Jsl5b0 #fintech #financialadvisor #wealthtech #finance
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How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: https://hubs.la/Q02YnFM60 #fintech #financialadvisor #wealthtech #finance
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🌷With Spring around the corner, now is the perfect time to clean up your advisory workflow. The E-Valuator can improve many of your day-to-day tasks while also saving valuable time you can dedicate to current and prospective clients. 💼✨ To learn more, visit https://e-valuator.com/ . . . #SpringCleaning #Advisory #Efficiency #TimeSaver #FinancialAdvisor #Productivity #EValuator #FinanceTech 🚀 #Advisortech #Finance #Financialadvice #Assetmanagement #Fintech#Wealthmanagement #Financialadvisor #Womeninfinance #Financialservices #Financialplanning #Money #FinancialAdvisor
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Projection-based planning is not best for accumulators. Join us tomorrow to see why you should replace it with actionable, objective, standardized peer benchmarks. https://hubs.la/Q02GCTYZ0 Reese Harper Jordan Haines, CFP® #fintech #financialadvisor #wealthtech #finance
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👉 The E-Valuator can improve your advisory business and make your interactions with your clients more meaningful. If you have questions about how, feel free to call us at 855-870-EVAL (3825) or email us at [email protected]. . . . #Advisortech #Finance #Financialadvice #Assetmanagement #Fintech #Wealthmanagement #Financialadvisor #Womeninfinance #Financialservices #Financialplanning #Money #FinancialAdvisor
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It's hard to build your advisory practice when prospective clients don't understand the value you provide. We can help. Download our eGuide today: https://hubs.la/Q02Y51Ld0 #fintech #financialadvisor #wealthtech #finance
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Learn 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. https://hubs.la/Q02NQ_mh0 #fintech #financialadvisor #wealthtech #finance
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It's hard to build your advisory practice when prospective clients don't understand the value you provide. We can help. Download our eGuide today: https://hubs.la/Q02HtyVN0 #fintech #financialadvisor #wealthtech #finance
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Join us to learn why projection-based planning sucks for accumulators and why you should replace it with actionable, objective, standardized peer benchmarks. https://hubs.la/Q02FFgmJ0 Reese Harper Jordan Haines, CFP® #fintech #financialadvisor #wealthtech #finance
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We know how busy you are — let us deliver the important industry news (TL; DR versions) to your inbox. https://hubs.la/Q02Jh3pc0 #fintech #financialadvisor #wealthtech #finance #newsletter
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