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Tune into this special mini-series with Ross Marino, founder of
@Advisor2x Learn how to move beyond numbers-based conversations, what makes an industry conference worth your time, and more. Tune in now: https://bit.ly/394sccY#Advisors pic.twitter.com/wJjHMjmQVo
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"Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway." -Earl Nightingale
#dreambig#leadership#accomplishments#ceo#advisors#quoteofthedaypic.twitter.com/njgfNU2KGR
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Another
@RIAIntel exclusive: A new product coming this spring could fundamentally alter workflow in financial services. Is it the next Plaid? https://www.riaintel.com/article/b1k5wy4lnjrwpj/the-next-plaid …#Wealthtech#advisors pic.twitter.com/Oz4uLhxP2H
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#Advisors: Advisor survival guide for the 2020s. http://ow.ly/an2q50ydeEE -
How can we, as advisors, better manage asset allocation? http://bit.ly/30F78a5
@get_benjamin#money#assetallocation#advisors pic.twitter.com/JMpqI5DbN1
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These are great strategies for attracting more clients in 2020, and work for both RIA and BD.
#financialadvisors#advisors#marketinghttp://ow.ly/nnmF50ydcXX -
2 in 5
#crowdfund campaigns never get past 1% but 1 in 5 succeed http://NewRoutesToFunding.com#startup#entrepreneur#SME#SMB#advisors#mentorpic.twitter.com/PpPfEzSnsj
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#Advisors , sounds like#longevity planning is going to get tougher. I sure wish I knew a product which placed the risk of living too long on someone else. ;-)#annuities#retirement#financialplanninghttps://lnkd.in/eUYNP-J -
What's 7Twelve? 7Twelve Advisors, LLC is an SEC RIA est. in 2008. We build and manage public fund products of the 7Twelve strategy created by Craig Israelsen, PhD, and the 3Twelve Total Bond strategy, created by Andy Martin.
#TuesdayMotivation#advisors https://www.7twelveadvisors.com/7twelve -
Financial
#advisors should be#proud of their role and#impact http://ow.ly/YBPx50yc4M0 pic.twitter.com/dP6ySCcG7n
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#Advisors: Join us TODAY for a live#CFPCE webinar to with out partner@RightCapitalHQ Sign up here
http://bit.ly/3b5e19m
pic.twitter.com/ZNYw03jLfV
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Do you have questions about your
#smallbusiness or#startup? Our#advisors will work with you to guide you in your biggest business challenges. Visit https://bit.ly/2GTOQbX to apply. -
"What’s next? It’s all about specializations. It’s all about having some kind of much more specialized, focused value proposition,” said
@MichaelKitces Great read on why#advisors must embrace a#niche https://buff.ly/37s7EL9#wealthmanagementpic.twitter.com/R6o5316Hyl
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We’re trusted
#Advisors to both fledgling and mature Fintech companies – offering creative acquisition strategies, resource planning, market intelligence, and best practice on how to maximise your time, effort, and ROI. Find out more: http://bit.ly/39dv8VI#Recruitmentpic.twitter.com/qgCcb8oRHH
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Do you have young adults in your donor base right now that could be raising money for your organization?
#fundraiser#fundraisers#nonprofit#nonprofitorgs#nonprofitleaders#nonprofitadvisor#advisor#advisors#financialadvisor#businessadvisor#coaching#goals#goalsettingpic.twitter.com/qq1NNNhOHU
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Resist the temptation to put your trust and money in their hands too quickly.
#moneymanagment#moneyfraud#elderfraud#techforgood#fraudmonitoring#caregiversuk#advisors#trustedcontact#openbanking#KalgeraSafeTipspic.twitter.com/TY37k5dncq
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#Advisors, your words matter. Meaningful language helps to uncover the issues that matter most to your clients. Learn how to start the conversation now. http://bit.ly/36BN2iY pic.twitter.com/5GgdKHuwXO
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#Advisors: After a strong start, stocks retreated in late January amid contamination fears. What’s next for the markets? https://bit.ly/2OoXW4S pic.twitter.com/Zlp7zqxunN
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When considering new technologies for your firm, have you looked at integrating a virtual assistant? https://youtu.be/DM77LXBwCl0
#VirtualAssistants#technology#advisors#innovationpic.twitter.com/J0GYWQjbhc -
More news about Pascal with our CIO
@etfinsight quoted in this@IE_Canada story. Purpose-built for#advisors, Pascal delivers a fully integrated#wealthmanagement platform with best-in-class user experience and 100% digital compliance.https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/compliance-clients-to-drive-new-tech/ …
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