Rootree Inc.’s Post

𝗔 𝗰𝗼𝘂𝗽𝗹𝗲 𝗼𝗳 𝘄𝗲𝗲𝗸𝘀 𝗮𝗴𝗼, 𝗜 𝗿𝗲𝗮𝗱 𝗮𝗻𝗱 𝘀𝗰𝗼𝗿𝗲𝗱 𝟭𝟱 𝗮𝘄𝗮𝗿𝗱 𝗲𝗻𝘁𝗿𝗶𝗲𝘀, 𝘀𝗼𝗺𝗲 𝘄𝗲𝗿𝗲 𝗴𝗿𝗲𝗮𝘁, 𝗼𝘁𝗵𝗲𝗿𝘀 𝗹𝗲𝘀𝘀 𝘀𝗼. 𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝟵 𝗾𝘂𝗶𝗰𝗸-𝗳𝗶𝗿𝗲 𝗹𝗲𝘀𝘀𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗼𝘀𝗲 𝗲𝗻𝘁𝗿𝗶𝗲𝘀 𝘁𝗵𝗮𝘁’𝗹𝗹 𝗶𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝘆𝗼𝘂𝗿 𝗰𝗵𝗮𝗻𝗰𝗲𝘀 𝗼𝗳 𝘄𝗶𝗻𝗻𝗶𝗻𝗴. 1. If the entry allows you to submit supporting evidence, make sure you do. It’s a great opportunity to impress the judges, other entrants will do it and it looks lazy if you don’t 2. A couple of the entries used bullet points throughout. This small thing makes it much easier to read the entry and guarantees important messages stand out 3. The best entries used specific data to support their claims 4. Don’t embellish the truth, one of the judges might know more than you think 5. Get someone who didn’t write the entry to carefully proofread it, typos look lazy 6. For every claim you make, include evidence to prove the point you’re making 7. Don’t put all your evidence in the supporting documents, use it liberally throughout the main entry 8. Don’t slag off your competition, it’s not classy 9. Don’t make extravagant claims for example, “we offer an unmatched service” if you’re not going to give evidence to support the claim And finally, for the ‘you only have to buy a table to win brigade’ I haven’t been told who is attending or who the sponsors are. The judging process is 100% clean.

Fareed's new book uses the history of significant Revolutions (such as the Industrial) as a way to assess and address the seismic changes now underway. His Keynote will be wildly informative!

The deadline to submit your #CICAEssayContest is next week! ✍️ Then it's just a few short months until the #CICAconf25 to select the winner! Learn more about the rules, awards, case studies overview, and how to submit your essay here: https://ow.ly/4xUV50TZTfx

Start Early, Stress Less, Succeed BIG. The bar exam is your next big challenge—don’t wait to get ahead. Start preparing now with UWorld’s MBE QBank and give yourself the time to refine your study approach. With over 2,000+ MBE questions, in-depth explanations, and customizable practice tests, you’ll stress less, retain more, and excel in your studies! https://bit.ly/4e4dDre

Time is running out to enter the 2024 #USFinTechAwards. I can’t wait to take a closer look at amazing new products shaping our industry. #fintech #blockchain #fintechinnovation #ABCA

Just three weeks left to nominate your favorite family business for recognition for the CSUF Center for Family Business 2025 Hall of Fame Awards! Thanks CSUF College of Business and Economics for your support of the family businesses in our region! To nominate click on the link below or scan the QR code before the deadline! https://lnkd.in/g8b47vpg #HOFAwards #FamilyBusinessHOF #FamilyBusiness

Read the August 2024 CFP Board Report Newsletter The August 15, 2024, edition of the CFP Board Report Newsletter includes: -CFP Board Ambassador Program Welcomes Six CFP® Professionals -CCFP Board Appoints Jillien Meier as Managing Director, Program Development -CFP® Exam Update: July 2024 Exam Results -Don’t Miss Out on the Inaugural CFP Board Connections Conference in Washington, DC, Sept. 29-Oct. 1 -The Duty to Report Information to CFP Board -Get Involved With the 100K Pro Bono Challenge https://lnkd.in/egUC4dWV #financialplanning #securities #regulatory #compliance

Did you know you can attend our online events free of charge once, even if you’re a non-member? Why not come along to find out what we do? June's IFW events have a theme of Align and how we can harness it for client conversations with impact. Our next Roundtable discussion is at 11am on Thursday 6th June. Hosted by Dennis Harhalakis - Certified Money Coach, founder of Cambridge Money Coaching, your expert guest is Sebastian Elwell FPFS TEP, a chartered financial planner and director of Certified B Corporation financial planning firm Switchfoot Wealth Limited. Sebastian will introduce the discussion topic ‘How we find out what matters to clients.’ Attending this IFW event counts towards your structured CPD hours. Your key learning points at this event: * The assumptions we make about the future, and how to ascertain whether these assumptions are both reasoned and reasonable * How to understand our own default bias * The connection between sustainability and client values Share your viewpoints and learn vital tips from Sebastian as well as other attendees at this session. Book here today: https://lnkd.in/edYHZ2em #financialwellbeing #roundtable #financialcoaching

POV: Shortlisting businesses for a Kent Awards - is an honour! This last week or so I have been shortlisting businesses for the Kent Business Awards… Wow, there are some seriously impressive businesses going for the Small Business Award for Tunbridge Wells, and Maidstone. If you are completing an application - I’ve got some tips for you from what I’ve seen. 1. Put in the effort - one word answers won’t cut it. 2. If you use AI to write your answers - back it up with a real example from your own business. 3. Read your answer and check it answers the question. 4. Be sure to go into the detail, not long winded answers but details, e.g. if you are talking about your financials use figures. If you are mentioning customer service use your review ratings etc. Goals should always be SMART. 5. Double check you have answered all of the questions. 6. Break up your text, don’t use walls of words, make it easy to read for the judges. 7. Include evidence and additional files. 8. Check your grammar and spelling! 9. If you quote something in the application then make sure this is true for what can be found online. 10. Get your figures right throughout the entire document. What else would you add? #awardsjudge #winningawards #kentbusinessawards

“In The Know” is GHS FCU’s quarterly member newsletter. Stay up to date on the the latest news, upcoming events, financial tips and hear from your President/CEO Shawn Wolbert! In this issue you will learn about the 2025 Scholarship program for college-bound high school seniors, discover our featured business member, and read about the latest news and events from our GHS team! To read more and to download your copy today, head over to https://ow.ly/xCkK50UggpB #MembersFirst #SayYEStoGHS #Newsletter