🎊 A big round of applause to the Excellence Awardees of the #INA2024! See the full list of winners here and join us in honoring their achievements! hubs.la/Q02tCV310 #FinanceLeaders #Finance #FinancialAdvisors #FinanceNews

.@Fidelity just launched a new training hub after hearing advisors were struggling to grow organically. The move follows similar hub launches at LPL Financial and BlackRock the past few months. #financialadvisors #wealthmanagement #Fidelity bit.ly/3QCXv79

Not every financial advisor or tax professional is cut out for starting a podcast. Blake Oliver of @EarmarkCPE explains why you should think twice before buying that fancy new microphone. #financialadvisors #taxpros bit.ly/3WcHRmk

Top 3 Financial Tools for Advisors That Will Transform Your Practice youtu.be/9nyqEIjLNR8 #FinancialAdvisors #WealthManagement #FinancialTools #InvestmentStrategies #WealthBuilding

In this @DataVault_UK blog post, we’ll show you how our team at Datavault used Data Vault 2.0 in the real world of #FinancialServices Read it here bit.ly/49SZlrQ #datavault #dataplatform #snowflakeDB #wherescape #agile #BigData #DataMesh #FinancialAdvisors #DataAccess

Plante Moran Financial Advisors President John Lesser has been named to the @Forbes Best-In-State Wealth Advisors list for 2024. This award is a testament to his dedication to his clients. Congratulations, John! #wealthmanagement #Forbes #financialadvisors okt.to/vdT95o

Supporters of @USDOL’s retirement advice rule include: @AARP, @CFPBoard and @NAPFA. Opponents include: @IRIonline, @FSIwashington and @SIFMA. See 18 industry reactions. #financialadvisors #wealthmanagement bit.ly/3wcS2N9

Former MassMutual head Mike Fanning is coming out of retirement to lead @Advisor360 as its new CEO; he fell in love with the #wealthtech platform after he put it to work at his previous firm. #wealthmanagement #fintech #financialadvisors bit.ly/3WgxpKz

This message is true because the #Science of #FarmingHumans applies equally to all...humans. #Doctors... #politicians... #FinancialAdvisors... #Scientists... Etc. etc... ”Trust me"

Rothmus 🏴 @Rothmus

2 days ago

This message is true because the #Science of #FarmingHumans applies equally to all...humans. #Doctors... #politicians... #FinancialAdvisors... #Scientists... Etc. etc... ”Trust me"

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In this @DataVault_UK blog post, we’ll show you how our team at Datavault used Data Vault 2.0 in the real world of #FinancialServices Read it here bit.ly/49SZlrQ #datavault #dataplatform #snowflakeDB #wherescape #agile #BigData #DataMesh #FinancialAdvisors #DataAccess

Include your dog in your will? It’s not just for crazy heiresses. Here’s why #estateplanning for pets is important, and how #financialadvisors can help. bit.ly/3JyjJ60

The final version of the @USDOL “retirement security rule” is here, six years after an industry court challenge overturned the last fiduciary rule. #regulations #risk #financialadvisors bit.ly/3Uu7PAv

We've curated content specifically crafted to supercharge your practice growth. Hit that subscribe button today to stay in the loop on the latest trends that will take your practice to new heights 👉 bit.ly/4cvEeh6 #financialadvisors #youtube #subscribe #marketing

IAM2076 – Leadership Coach Helps People Effectuate Change to Better Themselves #leadershipcoach #coach #financialadvisors vist.ly/33pgn

Retirement Planning: Prepping for Your Exit Plan! In this podcast episode, Bradford Financial Center's financial advisors continue the podcast series on Retirement Planning. Listen here: ow.ly/HRyC50RpelQ #podcast #financialadvisors #retirement #retirementplanning

Should you hire an XY Planning Network financial advisor? Meet advisors featured on Wealthtender. Currently in the Spotlight: 1️⃣ @beingfitfin 2️⃣ Jordan Nietzel 3️⃣ Jing Kimberly Zheng 4️⃣ Scott Frank #xypn #financialadvisors #financialplanning bit.ly/3JzFPoN

#financialadvisors #microsoftexcel #spreadsheets

Tune in to the latest episode of the #wealthtechtoday podcast to hear @kevdarl1, General Manager of @BroadridgeAS, as he shares actionable tips and strategies to take your marketing efforts to the next level! - bit.ly/4dfaYvm #FinancialAdvisors #MarketingPodcast

5/7 🔮🌐Les conseillers en investissements s'intéressent de plus en plus aux ETF #BTC, gérant des fortunes pour les baby-boomers estimées en milliers de milliards. #FinancialAdvisors