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Stop Wasting Time on Projections. Use Elements One-Page Plans. Come chat with us to see how our One-Page Plan can help you quickly show your value, so you can grow your planning firm. hubs.la/Q02MNHwg0 #fintech #financialadvisor #finance #wealthtech

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Looking to stand out and connect better with clients? Abby Morton, CFP® and Katie Braden, CFP® chat about how video can transform your outreach and boost your marketing efforts. Listen here: hubs.la/Q02N5Tmz0 #fintech #financialadvisor #finance #wealthtech

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How liquid are your clients? Liquid Term shows the number of years a client could live on their current liquid assets at their current lifestyle if neither changed. Learn more about how this enhances your practice: hubs.la/Q02NH72s0 #fintech #financialadvisor #finance

Learn 6 secrets to create amazing client deliverables, and how the best deliverables can be used to prospect new clients. hubs.la/Q02NR61H0 #fintech #financialadvisor #finance #wealthtech

Join marketing pro Jeff Morgan and RIA expert Justin Copier on 9/17 to discover how occupational niches can skyrocket your firm's growth, scalability, and value. hubs.la/Q02NYGsN0 #fintech #financialadvisor #finance #wealthtech

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How long could your clients live on assets within qualified plans? Qualified term estimates the number of years for you. Find out more: hubs.la/Q02PpQXv0 #fintech #financialadvisor #finance #wealthtech

Occupational niches can supercharge your RIA's growth, scalability, and value. Come join us next week to learn how! hubs.la/Q02PyDp50 #fintech #financialadvisor #finance #wealthtech

Learn how to structure the perfect 30-min financial consultation! 🎯 Jordan Haines shares a 3-phase approach, blending prep, insights, and actionable steps. hubs.la/Q02PM2tj0 #fintech #financialadvisor #finance #wealthtech

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Join us tomorrow!! Marketing pro Jeff Morgan and RIA expert Justin Copier are sharing how occupational niches can skyrocket your firm's growth, scalability, and value. hubs.la/Q02Q0HT60 #fintech #financialadvisor #finance #wealthtech

Give Holistic Advice in 10 Minutes, Instead of 10 Hours. Easily screen for good-fit PWM clients, instantly identify quick-win financial insights, profitably provide financial “coaching," and effortlessly show progress beyond investments. hubs.la/Q02QcJf20 #fintech

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Ready to level up your client convos? 💬 Jordan Haines shares 8 ways to nail the perfect 30-min consult—whether it’s in-person, via email, video, or more. Learn how to deliver max value in any format. hubs.la/Q02Qy6hf0 #fintech #financialadvisor #wealthtech #finance