Achieva Credit Union’s Post

Quick on the day reflections from #ProgPlan23 by Keith Furniss, Sales Director of our Key Sponsor for the day, Novia Financial Plc #progressiveplanning #financialplanning #futureodadvice #investmentplatform

Practice makes perfect BUT what happens when your pitch sounds a bit too rehearsed? Yasmeen Alli tells you what to do instead. https://zurl.co/NV5I #PitchandPolish #SponsoredbyNedbank #PoweredbyRaizcorp #BusinessPitch #BusinessPitchingCompetition

How can one expect to see change if they don’t challenge “the way things have always been”? Find out what's new at Mortgage Center! If you want to unlock your mortgage potential, stop by and talk to Keri Marentette and Tim Leszczynski #AC&E #creditunions #MCUL #challengethestatusquo

Dijiye Apne Apko Bhi Ek Nayab Taufa by Investing in Iconic Commercial Projects with ElitePro. We have a platter of commercial properties that offer unbeatable returns and long-term profitability. Don't miss out on the opportunity to elevate your portfolio and secure your financial future. #CommercialInvestment #IconicProjects #RealEstateInvesting #WealthBuilding #InvestSmart #FinancialSecurity #LongTermProfit #PortfolioElevation #ElitePro #InvestmentOpportunity #thinkrealitythinkelitepro

Last month, we put the Spotlight on our BDM Danique Groeneveld and asked her a few questions about herself so you can get to know her a bit better! 🤩 Take a look below 👇 #FTA #FTAInsurance #fastturnaround #underwriting #insuranceindustry #brokersarebetter #team #bdm #financiallines #professionalindemnity #spotlight #financiallines

Most of us view having a car as essential. But imagine if the only cars available were Aston Martins? Imagine not having the option to purchase a basic car that still got you safely from A to B. Until now, this has been the scenario in financial advice. Just as Aston Martin uses technology to assist in laborious tasks, advisers can use it to provide value to clients they can never personally serve. Technology, like moneyGPS, can improve the financial outcomes of the majority and allow the adviser to focus on the complex matters of their existing clients. It’s not taking jobs away but creating opportunities and an additional income stream. Read the full article by George Haramis via the link - https://bit.ly/3QBmM1l #moneyGPS accountantsGPS #fintech #digitaladvice #financialadvisers 

I know how hard the team work and how good we are at what we do, so credit where credit's due. Learn more ... Read the full article: The 2024 Ace Awards Big Reveal ▸ https://lnkd.in/ezixsfED #ManagingAgent #AwardedHighlyCommended #PrestigiousIndustryAward #CasserlyPropertyManagement #residentialpropertymanagement

ABG meets every Tuesday! 📆 Are you looking ahead to September, after the holiday season to grow your business? 💼 ABG members have seen lots of growth from their membership - because we all help each other to grow sales, confidence, and skills. It's not just about referral numbers - we're much more than that! #businessnetworking #kentnetworking #kentbusinesses #businessgrowth #activebusinessgroup

Watch this short interview for insights on running a #creditcard program in today’s economic environment.

Looking for insightful responses to these 3 questions about your #CreditCard program? Take a listen to this great interview with Mitch Pangretic... 1. As an expert in the credit card industry, what are you hearing from credit union leadership around the current economic environment? 2. What are some ways credit unions can increase liquidity during a time of inflation? 3. What should credit union leaders consider when doing due diligence on their credit card program?