Wishing all of our clients, colleagues, candidates and potential partners a very happy and successful 2024! *for more info on our new years special leave a comment below.
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One of our clients once tracked how much time she spent entering her time and applied her billable rate. How much do you think it was across a year? $30,000! In our latest featured article we’re sharing our five top tips for making the time entry process a lot less painful. Read the article here: https://lnkd.in/eV9bpc_m
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Feeling uncertain about your current financial strategy? A second opinion can provide clarity and peace of mind. Sometimes, a fresh perspective is all you need to unlock new insights and opportunities. iCre8Solutions can review your existing financial plans and provide an objective assessment, offering recommendations for improvement. Get a second opinion on your financial strategy. Contact us for a consultation. https://lnkd.in/eYtBrmgV #secondopinion #financialadvisor #financialplanning
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New client onboarding – learn what you need to know before tax year end! ☑️New business applications, fund-specific illustrations and the pre-sale costs and charges disclosures are combined into one cohesive journey. ☑️Single point of entry means no need to input the same client data in different places, saving time and reducing the chance of errors. ☑️All key documents, such as KIIDs, illustrations, forms, KFDs, and T&Cs, are provided within the onboarding journey. ☑️The new ‘Onboarding dashboard’ makes it easy to find and resume paused applications. Check out our new client onboarding here: https://lnkd.in/eiMQ5ByF
Functionality
investcentre.co.uk
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Yesterday is gone, and Tomorrow is on the horizon, but Today is here for you. Tap this link https://lnkd.in/eiPT642m to get started with your Personal Advisor on a path to planned financial freedom.
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abmadvisors.getresponsesite.com
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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🥓 How are you saving your financial bacon? Rather than looking to outside forces, what can you do THIS WEEK to find more financial margin? Are there expenses you can cut, additional revenue or income streams to add (a second/third/fourth job, a new product to add to your lineup, etc.), other resources you can tap? We know ... for some, these are unrealistic options for many possible reasons. These are not easy times. But regardless, we have a choice: We can either stew in our juice about hard things "out there" ... or we can take positive action today to do something about it for ourselves and our family. And remember, you've got us in your corner.
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