🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

👋 We've partnered with Helen Yang, CFA! Learn more about the integration with Wealthbox CRM here 👉 tinyurl.com/5n8vksrd

You have got an ally across the pond about plastic waste Rep. Michelle Ciccolo! Prince William issues important statement following triumphant return thenews.com.pk/latest/1181078…

🤝 Have you heard about our new partnership with Helen Yang, CFA yet? The integration makes personalized risk tolerance a breeze! Learn more here 👉 tinyurl.com/5n8vksrd

👋 We're joining Helen Yang, CFA for a live webinar that will show a demo of our integration. Join us on Thurs 5/2 at 2 PM ET 👉 tinyurl.com/bn5tb323

🤞 Have you signed up for our webinar next Thursday with Helen Yang, CFA yet? Sign up here 👉 tinyurl.com/bn5tb323

Convert more prospects and strengthen client relations with our partnership with Wealthbox CRM! Learn how Andes' top Risk Profiling tech integrates with the industry's fastest-growing CRM🚀 Join our webinar: May 2 @ 2 PM EST 👉 Register here hubs.la/Q02v3K3X0

Town Meeting voted to prohibit the sale of single-serve water bottles, ban toxic rodenticides known as SGARs, officially recognize Indigenous Peoples’ Day, and approve funding for the Battle of Lexington 250th anniversary celebration. lexobserver.org/2024/04/26/tow…

The organizers and panelists of "My American Story", now a flagship event, join the countdown to Lex250! MDR AnakinBun. Thanks Doug Lucente for stopping by also. @SuzieBarryLex

👀 TOMORROW: See a live demo of the Helen Yang, CFA + Wealthbox CRM integration. Sign up 👉 tinyurl.com/bn5tb323

Can you find a cat in this picture?

Flashback to last Thursday. A fun evening at the Family Wealth Report Award Ceremony in NYC, winning the Women in WealthTech category and shortlisted in Onboarding. So honored and grateful for the recognition!!

Can't wait! Look forward to hearing from Weina Dai Randel and Ye Pogue AnakinBun, whom I invited, and the other panelists to share their journeys!

Expanding Options for Advisors with New Integration Partners! We're adding more partners, giving advisors more choices, streamlined workflows, and enhanced tools. 🚀 #FinancialAdvisors #Integration #WealthManagement #AdvisoryTools #WealthTech #AdvisorSolutions

He can't be more right. The sole purpose of women is to serve men. Glad that he said it out loud. abcnews.go.com/GMA/Family/kan…

“If not me, then who?” Like Ye, I never thought I'd advocate for policies someday. But someone has to do it. AnakinBun CALex (Chinese Americans of Lexington) LexObserver lexobserver.org/2024/05/22/if-…

Today's #CountdownTo250 #CalendarKeepers is LexCelebrateAsianAmericans. Reps from BALex, CAAL, CALex, IAL, JPLex & KoLex collaborated to present vibrant banners celebrating #Americans 🇺🇸 displayed along Mass. Ave & @ Cary Library during May. #Lex250 #Celebrate #CommunityUnity #PublicArt #WeBelong

Honored to be recognized among the top AAPI Industry Leaders. WSR Pathfinder Awards – Top AAPI Industry Leaders Of 2024 wealthsolutionsreport.com/2024/05/28/wsr… thank you WealthSolutionsReport Tina Powell Kelly Waltrich

If you want to be good at marketing, just constantly repeat “it’s about THEM, not about ME” - Use “you” not “we” in your messages - Tell stories that illustrate you get their problems - Write how THEY talk - Focus on what customers will experience after buying your service

We are thrilled to be nominated in two categories in 2024 WealthManagement.com Industry Awards: risk tolerance and onboarding. This is our 5th year being recognized. We have won twice in risk tolerance (2021 and 2023), and in onboarding and portfolio analytics (2022). So grateful.

Evolve Ahead to Meet Client Expectations, Price Flexibility, and Investor Trends morningstar.com/business/insig…