Many congratulations to Emma and Rob, who for the third consecutive year, have achieved ‘Top Rated’ status in the VouchedFor Guide to Top Rated Financial Advisors. The guide is distributed nationally in today’s edition of The Times and is the biggest consumer-facing campaign of its kind, setting out to help build public trust in advice. This is important at a time when, fueled by ongoing economic uncertainty, consumers are spending more time than ever researching advisors. You can read Emma’s and Rob’s reviews here: https://lnkd.in/eK-zFDj7 #vouchedfor #toprated
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In the finance world, we know it's easy to get caught up in spreadsheets and financial plans, but today is a reminder that even financial professionals can have fun too! Taking breaks and enjoying the little things in life can help us recharge and come back to our work with renewed energy and focus. So, go ahead and treat yourself to a scoop (or two) of your favorite ice cream flavor. You deserve it! #NationalIceCreamDay #1stSourceAssetAdvisors
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Chartered Financial Planner FPFS, STEP Associate *Helping professionals & SME's achieve their goals through effective financial advice*
🎉 For the THIRD consecutive year, our wonderful clients have helped us to qualify for the 2024 Guide to Top Rated Financial Advisers, featured in The Times, The Telegraph, and The Mail on Sunday! This achievement is a testament to the dedication of our team. A heartfelt thank you to everyone who took the time to share your reviews and contribute to this remarkable milestone. #VouchedForGuide #TopRatedAdviser #financialadviser #financialadvice VouchedFor
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🎉 For the THIRD consecutive year, our wonderful clients have helped us to qualify for the 2024 Guide to Top Rated Financial Advisers, featured in The Times, The Telegraph, and The Mail on Sunday! This achievement is a testament to the dedication of our team. A heartfelt thank you to everyone who took the time to share your reviews and contribute to this remarkable milestone. #VouchedForGuide #TopRatedAdviser #financialadviser #financialadvice VouchedFor
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Hey #connections, Understanding the Altman Z-Score: A Key Metric for Financial Health Understanding the components of the Altman Z-Score is crucial for investors, creditors, and analysts alike. A score above 3 indicates a low probability of bankruptcy, while a score below 1.8 suggests a high risk of financial distress. Scores between these thresholds represent a gray area, requiring deeper analysis. In an ever-evolving economic landscape, staying informed about key financial metrics like the Altman Z-Score is essential for making sound business decisions. By leveraging this metric effectively, organizations can navigate uncertainties and safeguard their financial well-being. #FinancialAnalysis #AltmanZScore #RiskManagement #InvestmentStrategy #BusinessInsights #Linkedin #financialmarkets #investmentbanking
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Happy new month from Seal Associates. As we step into October, let’s navigate your financial journey with precision and purpose. Together, we’ll unlock new avenues for growth and success. Your financial future starts now. #HappyNewMonth #SealAssociates #FinancialJourney #OctoberOpportunities #UnlockYourPotential #PathToSuccess #ExpertGuidance #InvestInYourFuture #FinancialGrowth #YourSuccessMatters
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✔️ 2024 VouchedFor Top Rated Adviser Guide Congratulations to our Director Kate Bailey Dip PFS and Associate Partner Ryan Milne DipPFS for being featured in this years prestigious Top Rated Adviser guide from VouchedFor 🙌🏽 #vouchedfor #clientreviews #reviews #financialplanning #retirementplanning
Congratulations to all advisers who qualified for VouchedFor's 2024 Top Rated Financial Adviser Guide, distributed in The Times today. Their excellent feedback from over 46,000 clients is a powerful reminder of the value of great advice. #TopRatedGuide #FinancialAdvisers The Times
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🏆 Award-Winning, Top rated UK Mortgage Adviser | 🌟 Specialist in Mortgages for Self-Employed, Ltd Company Director, Contractors & Soloprenures | Helping You Secure Your Dream Home 🏡"
A proud moment for me achieving 'Top rated adviser' for 3rd year running with VouchedFor and appearing in a national newspaper. An award that's only achieveble because of the #5starreviews and postive feedback my clients have given. Which for the last 12m has not been a comfortable industry for brokers or clients but I have strived to do the best I can for my clients. #clientappreciation #clientreview #clientsatisfaction #clientfeedback #mortgageadvice #mortgagebroker
Congratulations to all advisers who qualified for VouchedFor's 2024 Top Rated Financial Adviser Guide, distributed in The Times today. Their excellent feedback from over 46,000 clients is a powerful reminder of the value of great advice. #TopRatedGuide #FinancialAdvisers The Times
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In case you missed it: We were fortunate to be highlighted by Michael Kitces and Ben Henry-Moreland, CFP®, EA in their August issue of Financial #AdvisorTech. "As pressure continues to grow on financial advisors to further specialize and drill down into specific niches, companies like RISR are positioned well to help advisors engage with their clients in terms of what matters to them." Link to the issue in the comments.
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Most financial advisors are in constant pursuit of wealthy clients, but they might not fully understand what it takes to land and keep high-net-worth clients. Steve Lockshin shares his insight with us in this week's edition of #AdvisorViews: https://lnkd.in/euKKDEaS
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No matter your role in financial services, SER speaker, committee member and sponsor Freddy Garcia, MBA, CFP® says we need to keep up with what's happening in the markets. In a recent #SERPowerLunchLive with Guillermo Gutierrez Jr, CFP®, Freddy noted that you have to keep up with what's going on so you're better equipped to have discussions with your clients, especially in times of volatility. Check out what Freddy has to say on this #WordsWednesday:
