For Days Coming - Plan on Purpose

✨🙏 Grateful for our iWealth company picnic last night! It's amazing to see our long-time clients and show them some love. Consistency is key in marketing, and we believe in it wholeheartedly. Our team and clients are the backbone of our success, and we're so thankful for them. Surround yourself with amazing people, it makes all the difference. Thank you to everyone who supports us! 🌟 #gratitude #teamwork #consistency #iWealth #FDCPlanOnPurpose #fordayscomingfriday

Enjoying the week in sunny Colorado at 8,000 feet! Grateful for the self-managed company I'm building and the amazing team I have. Are you building a business that can run without you? 🌞💼 #gratitude #selfmanagedcompany #teamwork #businessplanning #fordayscomingfriday

🌧️🏡 Last week was a whirlwind of events with unexpected rain and flooding in our town. But the outpouring of support and help from our community has been truly amazing. It's a reminder to always show up and lend a helping hand when others are in need. Let's spread gratitude and support to those around us. Thank you to everyone who has helped us and we will be paying it forward to others in need. #fordayscomingfriday #FDCplanonpurpose #Gratitude #CommunitySupport #PayItForward 🙏🏠

Enjoying the week in sunny Colorado at 8,000 feet! Grateful for the self-managed company I'm building and the amazing team I have. Are you building a business that can run without you? 🌞💼 #gratitude #selfmanagedcompany #teamwork #businessplanning #fordayscomingfriday

🇺🇸 Happy Memorial Day! Let's take a moment to reflect and honor those who have served our country. Now, let's talk AI. How are you using it in your practice? I'm exploring ways to make client meetings more efficient with AI. Share your tips in the comments! #MemorialDay #AI #Efficiency #FDCPlanOnPurpose #fordayscomingfriday 🤖📈

Y’all now is the time to focus on questions. I believe in the future that your clients are going to hire you to help them form the right questions and then apply your knowledge to solve the problems. The questions become more important than the answers. Focus on this to help others and grow your business. #fordayscomingfriday #wealthadvisors #cpa #askgoodquestions #questions

🗓️ Purposeful planning and pushing boundaries! This week, I hosted a successful workshop at a local library to test and solidify my ideas. It's important to step out of your comfort zone and try something new with your business. When's the last time you stretched with work? What will you do in the next month to challenge yourself? #businessgrowth #stepoutofyourcomfortzone #trynewthings 💼🌟 #lawyers #fordayscomingfriday #financialadvisor #CPA

🌼 Spring is here and it’s time to think about the marathon, not just the sprint! FDC Plan on Purpose is making an impact in universities and helping students make smart decisions about money. Just like in business, it’s important to have long-term goals and short-term sprints. Take some time to think about where you want to be in 36-48 months and then back into it. Let’s focus on the marathon, not just the sprint. 🏃🏽♂️💼 #FDCPlanOnPurpose #LongTermGoals #marathonnotsprint #fordayscomingfriday #advisor #planners

🌼 Spring is here and it’s time to think about the marathon, not just the sprint! FDC Plan on Purpose is making an impact in universities and helping students make smart decisions about money. Just like in business, it’s important to have long-term goals and short-term sprints. Take some time to think about where you want to be in 36-48 months and then back into it. Let’s focus on the marathon, not just the sprint. 🏃🏽♂️💼 #FDCPlanOnPurpose #LongTermGoals #marathonnotsprint #fordayscomingfriday #advisor #planners

📆 For Days Coming! Purposeful planning ahead! Hope you’re having a great day. Just had an amazing session with advisors discussing what the future holds for professionals in 2030. It’s going to be a Kodak moment. Just like Kodak, if you don’t adapt to technology, you’ll be left behind. Don’t be Kodak! Embrace AI and emerging technologies. Delivering value to your clients is key. Don’t miss the boat, get on board with your tech stack and stay ahead of the game. Good luck and let us know if we can help with your tech stack! Have a great day 😊 #futureproof #dontbeKodak #embracechange #fordayscomingfriday #financaladvisors #cpa #lawyer #professional