Acorns’ Post

In an industry often overshadowed by distrust, we're making a conscious effort to change the narrative. At Morgix, we genuinely care about our clients and are committed to earning their trust. It's not a game to us. We provide valuable solutions and education to help you navigate challenging financial times. In this latest video Aamena sits down to discuss how we’re dedicated to making a positive impact.  #ClientCare #TrustMatters #FinancialSolutions #Morgix

My Daily Rundown.... 1) Early this morning I had a quick Zoom meeting with a client. We are in the middle of putting some 'Income Protection' in place - today I was explaining the different providers offer and premiums. 2) I travelled to Royston for the 5th mentoring session - we focused on 'how to make decisions' and the process of making more good decisions compared to bad ones. It was very interesting to hear the year 9's thoughts and views. 3) I on-boarded 2 new clients this afternoon. They run a very successful business and are wanting to make their funds work harder for them. Purchasing a commercial property is on the cards moving forward. Exciting times. #dailyrundown #decisionmaking #businessowners

Consistency and discipline in sticking to your plan will yield better long-term results than trying to chase short-term market fluctuations. Thanks for sharing this valuable reminder Towerpoint Wealth!

Tune in as Gray Mabry, CEO of iVenture visits with Stephen Strum, MBA ~Financial Advisor~ The Jacksonville Buzz & The Buzz Daily News Network to share insights on how #IVentureSolutions makes IT expertise accessible to businesses of all types. He emphasizes the importance of awareness and education in ensuring business security and productivity, and how iVenture approaches this for its customers. Watch the interview here. #BeyondTechSupport #SecureYourVision

Cracking Santa's Secret: A sneak peek into Santa's smart strategy—his well-managed portfolio by IMMPL. Because even Santa needs a financial elf! Merry Christmas!!! 🎁📊 #FinancialMagic #SmartInvesting #IMMPLAdventures #IMMPL #MerryChristmas #FinancialStrategy #FinancialElf

🛡️ Manage Your Information Assets with Z Horse! This video showcases the power of Z-Horse in managing your information assets and classifying them according to the CIA Triad (Confidentiality, Integrity, and Availability). See how Z-Horse empowers you to: • Effortlessly categorize your assets: Identify critical data and assign appropriate CIA classifications. • Customize data fields: Tailor your classification system to perfectly match your organization's needs. • Streamlined Asset Management: Explore how Z Horse simplifies the management of your information assets, providing a centralized platform for easy access and control. Don't miss this opportunity to streamline your information asset management processes and enhance your organization's security posture with Z Horse. Click the link in the comments. #DataGovernance #Infosec #CIAtriad #Zhorse

If you're wondering what the Top 5 listing generation strategies are right now (according to Jimmy Mackin, CEO and Founder of Curaytor), then this is the video for you. I hope it helps! https://lnkd.in/ggEMZMQ2

The One Tool Every Successful Thoroughbred Investor Swears By—And Why You Should Too https://lnkd.in/gVRHtAJ7

Since 2022 I have been integrating the Matterport Pro 2 and now the Pro 3 into my Valuation Services practice. Now with CoStar's acquisiton of Matterport it is definitely a value added benefit. Actionable Insights