TSF Finance’s Post

Are you focusing on what's important? Here is a sneak peek into our team huddle where we are motivating, encouraging and supporting our team. https://lnkd.in/g9cUYJPs Learn more by scheduling a time to chat with our founder, Jeff 📲 https://lnkd.in/eqP3Za7q #BusinessFinance #NewEconomyCPA #AccountingServices #BusinessOwner #FinancialModel #FinancialData #CashForecasting

I can highly recommend Olivia and Steve from Stonegate Wealth Management for anyone wanting fiancial advise!

Thanks Dial Professional for your support of our work and mission! We continuously acknowledge and promote our Partners! To learn how to join the Leapfrog Partners Advisory Committee (PAC) [email protected] or book a meeting with me using the link under my photo here on LinkedIn!

Check out my experience at The Alliance Group so far in the video below!

Few things drive business more than 'Investing in Relationships' - this past week Mike Green, Trent Russ, Anthony Jachera, and Zach Bond were in the greater Chicagoland area to meet up with several key clients and conduct our QBR in informal settings. It was great to be able to spend time with all. #consultingservices #teambuilding #investinrelationships #quarterlybusinessreviews #driveresults

🤔 Are QBRs a time sink or a catalyst for success?   How can we increase visibility and accountability for sales, starting with QBRs? Check out our "Chief Revenue Officer" panel for this exceptional webinar: 🎙 Jason Reichl, Chief Revenue Officer, TrustLayer 🎙 Matt Durazzani, Chief Revenue Officer, Olumo 🎙 Charlie Moss, Chief Revenue Officer, TMG 🎙 Neel Kamal, Chief Revenue Officer & Co-founder, BoostUp.ai What you'll learn: ⚡ Understanding the common challenges and pitfalls of Sales QBRs 🙋♂️ The importance of visibility and accountability in enhancing QBR effectiveness 💰 Strategies for improving transparency and visibility into sales performance data 👀 Implementing accountability mechanisms to drive results and accountability Can't miss this one. 🔗 Save your seat now: https://lnkd.in/dyye6ZeR

Excited to have joined Thoroughbred Advisors! Looking forward to helping more individuals, families and businesses reach their financial goals! Please reach out to me to schedule a complimentary consultation to discuss your financial needs and how we can create a customized plan to help you reach those goals! 您想要了解更多資訊嗎？請與我聯繫，安排免費諮商會議，以便可以針對您的金融財務需求，量身訂做專屬您的計劃，來幫助您實現您的財務目標！

Bringing my team on as an extension of your team- You’re a Partner, Not Just a Client When you work with us, it’s not about transactions; it’s about partnership. We don’t just see numbers; we see shared goals, challenges, wins, and even setbacks as part of our collective journey. Here’s what makes our approach unique: 🤝 Aligned Goals We’re not here just to deliver services; we’re here to elevate your brand. We immerse ourselves in your business objectives and design strategies that align directly with your growth vision. 📈 Shared Wins Your wins are our wins, plain and simple. Every milestone you achieve is something we celebrate as a team, driven by a commitment to bring even bigger results. ⚙️ Accountability in Challenges We know business isn’t always a straight line up. When challenges come, we’re right there, adjusting strategies, diving into the data, and finding solutions. We take your goals as seriously as if they were our own. We don’t take a percentage of revenue; our investment is in the long-term success of our partners. If you’re looking for a team that’s in it for more than the numbers, we’d love to connect.

Did you know? 2nd Home Standalone and 1st Lien 2nd Home or Non Owner Occupied Time to call, text, or email The HELOC Man of Symmetry Lending Cell/Text: (728) 900-8994 Email: [email protected] #heloc #symmetrylending #symmetry #mortgagebroker #mortgageindustry #housingindustry #mortgagenews #mortgageexpert #mortgagedigest #housingnews #mortgagelender