James Angus’ Post

Get ahead in finance with BrokerHunter Select’s newsletter. Receive expert insights and industry news all in one place. https://bit.ly/3kzgU8L #BrokerHunter #FinanceNews #BrokerHunterNewsletter #StayInformed

Get ahead in finance with BrokerHunter Select’s newsletter. Receive expert insights and industry news all in one place. https://bit.ly/3kzgU8L #BrokerHunter #FinanceNews #BrokerHunterNewsletter #StayInformed

Get ahead in finance with BrokerHunter Select’s newsletter. Receive expert insights and industry news all in one place. https://bit.ly/3kzgU8L #BrokerHunter #FinanceNews #BrokerHunterNewsletter #StayInformed

🚨🚨🚨 FinCheck is OUT! 🚨🚨🚨 Completely free to use, Check a business's financial health in a couple of clicks 🤩 By simply uploading one or multiple financial statements, you'll gain access to a truckload of information, from revenue growth to profitability margins and beyond. What will you get? 👇 - Company’s financial strengths and weaknesses. - Company valuation. - Likelihood of bankruptcy. - Key considerations. (when buying, when selling, when investing, etc.) - Financial positives and negatives. - Management style.(growth orientation, cost control, overall risk control) - Operational performance and financial health. - And more. #fincheck #sme #smes #producthunt #producthuntlaunch

In the tenth class of eMoney Masterclass 103, I review how to input recommended asset allocations and how to classify assets in your client's financial plan. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://lnkd.in/g_x8hUdA #eMoneytipoftheweek #financialplanning #emoney #beratungadvisors #datainput Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the tenth class of eMoney Masterclass 103, our CEO Greg Furer reviews how to input recommended asset allocations and how to classify assets in your client's financial plan. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://lnkd.in/diFRJT4e #eMoneytipoftheweek #financialplanning #emoney #beratungadvisors #datainput Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the tenth class of eMoney Masterclass 103, our CEO Greg Furer reviews how to input recommended asset allocations and how to classify assets in your client's financial plan. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://lnkd.in/gHDH8uD5 #eMoneytipoftheweek #financialplanning #emoney #beratungadvisors #datainput Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

🚨🚨🚨 FinCheck is OUT! 🚨🚨🚨 Completely free to use, Check a business's financial health in a couple of clicks 🤩 By simply uploading one or multiple financial statements, you'll gain access to a truckload of information, from revenue growth to profitability margins and beyond. What will you get? 👇 - Company’s financial strengths and weaknesses. - Company valuation. - Likelihood of bankruptcy. - Key considerations. (when buying, when selling, when investing, etc.) - Financial positives and negatives. - Management style.(growth orientation, cost control, overall risk control) - Operational performance and financial health. - And more. #fincheck #sme #smes #producthunt #producthuntlaunch

In the tenth class of eMoney Masterclass 103, our CEO Greg Furer reviews how to input recommended asset allocations and how to classify assets in your client's financial plan. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://lnkd.in/g8CvWR6m #eMoneytipoftheweek #financialplanning #emoney #beratungadvisors #datainput Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.

In the fourth course of eMoney 101, our CEO Greg Furer reviews how our team uses a "Base Plan" vs "Assumptions." This concept is important to understand our approach to presenting eMoney and how we present our plans to clients. Don’t want to miss a tip of the week? Send me a message and we can sign you up for our “eMoney Tip of the Week” email list. We would love to hear if you have a better way of using eMoney or if this tip helped you. Leave us feedback in the comments! https://bit.ly/3TLge2x #eMoneytipoftheweek #fintech #financialplanning #emoney #beratung #beratungadvisors #clientportal #assumptions Beratung Advisors is not affiliated with eMoney Advisor. We use eMoney as our financial planning software and share with you what we have learned through our experience as users.